Wealth Relationship Manager — Client Experience & Planning

Raymond James; Town of Clarence (NY); On-site; USD 62,000 - 95,000; Full time

Benefits offered by this job

Medical (50% paid by employer)

Retirement

PTO + Market holidays

Job summary

Scheff Liddell Wealth Group is seeking a Client Relationship Manager to bridge client service and advisory support. You’ll work with lead advisors to deepen relationships, attend client reviews, and manage planning analyses.

The role emphasizes relationship management, organization, and technology proficiency, with responsibility for client communications and ensuring timely service delivery.

Qualifications

• FINRA Series 7 and Series 66 registrations required.
• Securities industry experience within wealth management or advisory services.
• Experience working with clients in a relationship management or advisory support role.
• Strong knowledge of investment accounts and financial planning concepts.
• Experience using CRM systems to manage relationships and workflows.
• Exposure to financial planning software and meeting preparation.
• Experience supporting Financial Advisors in a wealth management practice.

Responsibilities

• Serve as a primary contact for designated client relationships with proactive communication.
• Attend client meetings and assist in planning discussions.
• Prepare financial planning analyses, meeting agendas, and recommendations.
• Document notes, action items, and follow-up activities accurately.
• Manage annual reviews and client outreach campaigns within CRM.
• Support account maintenance, onboarding, and service requests with custodians.
• Collaborate with advisors and operations to improve processes and service levels.

Skills

FINRA Series 7

FINRA Series 66

Wealth management experience

Client relationship management

CRM proficiency

Attention to detail

Education

Bachelor's degree

Tools

CRM systems

Financial planning software

Job description

Scheff Liddell Wealth Group is seeking a Client Relationship Manager to bridge client service and advisory support. You’ll work with lead advisors to deepen relationships, attend client reviews, and manage planning analyses.

The role emphasizes relationship management, organization, and technology proficiency, with responsibility for client communications and ensuring timely service delivery.