Wealth Relationship Manager: High-Touch Client Care

MOHR Talent; Town of Smithtown (NY); On-site; USD 104,000 - 127,000; Full time

Benefits offered by this job

Annual bonus

401(k) with company match

Comprehensive benefits package

Growth opportunity

Job summary

MOHR Talent is seeking a Relationship Manager in Smithtown, NY. This role supports Financial Advisors by managing ongoing client relationships, ensuring timely communication and thorough CRM documentation, and delivering high-touch service aligned with an RIA model.

Responsibilities include coordinating follow-ups, assisting with financial planning using MoneyGuidePro and Holistiplan, and maintaining accurate data across Salesforce and other platforms.

Qualifications

• Active Series 65 license required.
• Series 7 is acceptable, but candidates must be willing to lapse if necessary.
• Experience within an RIA or wealth management environment.
• Strong understanding of the RIA model and client service expectations.

Responsibilities

• Serve as a primary point of contact for clients, supporting Advisors with day-to-day relationship management.
• Maintain consistent and proactive communication with clients, ensuring a high-touch service experience.
• Document all client interactions, conversations, and follow-ups within the CRM system (Salesforce).
• Utilize technology tools to support client servicing, meeting summaries, and task management.
• Assist with financial planning and client service workflows using MoneyGuidePro and Holistiplan.
• Coordinate follow-ups, service requests, and ongoing client needs with a high level of attention to detail.

Skills

Relationship mgmt

Attention to detail

Communication

Time management

Tools

Salesforce

Zocks

Holistiplan

MoneyGuidePro

Job description

MOHR Talent is seeking a Relationship Manager in Smithtown, NY. This role supports Financial Advisors by managing ongoing client relationships, ensuring timely communication and thorough CRM documentation, and delivering high-touch service aligned with an RIA model.

Responsibilities include coordinating follow-ups, assisting with financial planning using MoneyGuidePro and Holistiplan, and maintaining accurate data across Salesforce and other platforms.