Wealth Relationship Manager: Events, Marketing & Growth

United Capital Financial Advisors, LLC; The Woodlands (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Medical, dental, vision, life, and DIS

Generous paid time off and parental/le

Retirement plan with company match

Mentorship and leadership exposure

Job summary

United Capital Financial Advisors, LLC is seeking a Relationship Manager to work with Managing Directors and Wealth Advisors, delivering a high-touch client experience and supporting advisor productivity.

You’ll help plan client events, assist with onboarding, money movement, and marketing collaborations, gaining exposure to planning conversations, and long-term relationship management within a supportive, growth-oriented culture.

Qualifications

• Minimum of 3 years of financial services experience.
• Experience in event planning, social media strategy, and online branding.
• A creative, proactive approach to client engagement, with the ability to contribute ideas and coordinate marketing initiatives alongside day-to-day client service responsibilities.
• 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.
• Familiarity with Schwab and Fidelity custodial platforms.

Responsibilities

• Support ongoing client relationships with Wealth Advisors and Managing Directors, delivering a professional and personalized experience.
• Plan and coordinate client appreciation events, educational seminars, and prospect events, managing invitations and logistics.
• Assist with meeting preparation, follow-up, and ongoing client communication.
• Collaborate with marketing to support the office’s social media strategy and client engagement opportunities.
• Assist with onboarding, account maintenance, money movement and cash flow management, and 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 and long-term relationship management.
• Support cross-team collaboration to bolster office capacity when needed.

Skills

Event planning

Social media strategy

Online branding

Client engagement

Communication skills

Organization

CRM experience

Microsoft Office

Education

Series 65 license

Tools

Salesforce

Job description

United Capital Financial Advisors, LLC is seeking a Relationship Manager to work with Managing Directors and Wealth Advisors, delivering a high-touch client experience and supporting advisor productivity.

You’ll help plan client events, assist with onboarding, money movement, and marketing collaborations, gaining exposure to planning conversations, and long-term relationship management within a supportive, growth-oriented culture.