Wealth Relationship Manager - Client Onboarding & Ops

United Capital Financial Advisors, LLC; Evansville (IN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Medical, dental, vision, life, and dis

Generous paid time off and holidays

Retirement plan with company match

Job summary

United Capital Financial Advisors, LLC in Evansville, IN, is seeking a Relationship Manager to work closely with a Managing Director and Wealth Advisors, delivering high-touch client experiences and supporting advisor productivity.

This role emphasizes detail orientation, money movement, account maintenance, and operational execution. You will collaborate across custodians and internal tools to ensure accuracy and timely client service.

Qualifications

• 3+ years in financial services or wealth management.
• Strong organization and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Excellent verbal and written communication skills.

Responsibilities

• Own money movement, account maintenance, and client workflows.
• Coordinate with custodians, planning tools, and internal systems.
• Support onboarding, meetings, and client communications.
• Research and resolve complex client service matters.
• Assist with pipeline tracking and client review preparation.
• Collaborate with advisors and leadership to support capacity.

Skills

Relationship management

Attention to detail

Communication skills

Time management

Client service

Education

Finance degree

Tools

Salesforce CRM

Microsoft Office

Schwab/Fidelity platforms

Job description

United Capital Financial Advisors, LLC in Evansville, IN, is seeking a Relationship Manager to work closely with a Managing Director and Wealth Advisors, delivering high-touch client experiences and supporting advisor productivity.

This role emphasizes detail orientation, money movement, account maintenance, and operational execution. You will collaborate across custodians and internal tools to ensure accuracy and timely client service.