Wealth Management: Client Experience & Operations Lead

United Capital Financial Advisors, LLC; Reston (VA); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Parental leave

Retirement plan

Mentorship program

Career path

Job summary

United Capital Financial Advisors is seeking a Relationship Manager to collaborate with Managing Director and Wealth Advisors to deliver a high-touch client experience while supporting advisor productivity. This detail-oriented, client-facing role sits at the intersection of client service, money movement, and operational execution in a wealth management environment.

You will own money movement, account maintenance, and client workflows, coordinating across custodians and internal systems to

Qualifications

• Minimum of 3 years of financial services experience.
• Experience within wealth management, financial advisory, banking, trust, or related financial services or client operations roles.
• High level of organization, attention to detail, and follow-through.
• Ability to manage multiple priorities in a fast-paced, client-driven environment.
• Strong communication skills, both verbal and written.
• Strong operational and administrative support skills with the ability to anticipate advisor and client needs.
• Currently holds or is willing to obtain the Series 65 license.
• Desire to pursue the CFP designation.
• Willingness to work in an office environment 5 days/week.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Proficiency in Microsoft Office; CRM experience (Salesforce or similar) preferred.
• Familiarity with Schwab and Fidelity custodial platforms.

Responsibilities

• Partner closely with Wealth Advisors and Managing Directors to support ongoing client relationships, delivering a professional and personalized experience
• Assist with meeting preparation, follow-up, and ongoing client communication
• Support client onboarding, account maintenance, money movement and cash flow management, and suitability documentation
• Research and help resolve complex client service and operational matters
• Participate in financial planning support, pipeline tracking, and client review preparation
• Gain exposure to advisor workflows, planning conversations, and long-term relationship management
• Collaborate with advisors and office leadership to support operational capacity across teams when needed

Job description

United Capital Financial Advisors is seeking a Relationship Manager to collaborate with Managing Director and Wealth Advisors to deliver a high-touch client experience while supporting advisor productivity. This detail-oriented, client-facing role sits at the intersection of client service, money movement, and operational execution in a wealth management environment.

You will own money movement, account maintenance, and client workflows, coordinating across custodians and internal systems to