Wealth Relationship & Operations Manager

United Capital Financial Advisors, LLC; Palm Desert (CA); On-site; USD 80,000 - 105,000; Full time

Benefits offered by this job

Competitive compensation

Comprehensive benefits package

Paid time off and holidays

Retirement plan with company match

Job summary

United Capital Financial Advisors, LLC seeks a Relationship Manager in Palm Desert, CA to partner with Wealth Advisors and Managing Directors, delivering a high-touch client experience while enabling advisor productivity. You’ll handle money movement, onboarding, account maintenance, and client communication, supporting planning conversations and long-term relationship growth.

The role requires 3+ years in financial services, strong communication, organization, and the ability to work in a

Qualifications

• 3+ years of financial services experience.
• Prior client-facing experience preferred.
• Experience in wealth management, banking, trust, or related client operations.
• High level of organization and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong verbal and written communication skills.
• Series 65 or ability to obtain within onboarding period.
• Willingness to work in office four days per week.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• Proficiency in Microsoft Office; CRM experience preferred.
• Familiarity with Schwab and Fidelity custodial platforms.

Responsibilities

• Partner with Wealth Advisors and MDs to support client relationships with a personalized, professional experience.
• Assist with meeting prep, follow-up, and ongoing client communication.
• Support onboarding, account maintenance, money movement, cash flow management, and suitability docs.
• Research and resolve complex client service and operational matters.
• Participate in financial planning support, pipeline tracking, and client reviews.
• Gain exposure to advisor workflows, planning conversations, and relationship management.
• Collaborate with advisors and office leadership to support cross-team capacity.

Skills

Client service focus

Communication skills

Organization / attention to detail

Multitasking / prioritization

Team collaboration

Office / calendar management

Education

Bachelor's degree in Finance / Accounting / Economics

Tools

Salesforce CRM

Microsoft Office

Schwab custodial platform

Fidelity custodial platform

Job description

United Capital Financial Advisors, LLC seeks a Relationship Manager in Palm Desert, CA to partner with Wealth Advisors and Managing Directors, delivering a high-touch client experience while enabling advisor productivity. You’ll handle money movement, onboarding, account maintenance, and client communication, supporting planning conversations and long-term relationship growth.

The role requires 3+ years in financial services, strong communication, organization, and the ability to work in a