3545 wealth management client relationship manager jobs found

If you’ve built your career around delivering an exceptional, white-glove experience—and you take pride in anticipating needs before they’re even spoken—this is the kind of role that rarely hits the market. We’re partnering with our client, a highly respected, private-office style organization seeking a polished relationship manager to serve a select group of high-net-worth clients. This is not a sales role. This is about trust, discretion, and delivering a seamless, elevated client experience to a small, high-value client base. What You’ll Do Serve as the primary point of contact for a curated group of high-net-worth clients (approx. 50 relationships) Deliver a concierge-level experience—anticipating needs, solving problems, and ensuring every interaction feels effortless Coordinate across internal teams to ensure client requests are executed flawlessly Build strong, long-term relationships grounded in trust, responsiveness, and attention to detail Handle sensitive and...

Part time 401(k) Relationship Manager Farmington, CT | $50,000 - $60,000 Why This Role is for You This is an excellent opportunity for a retirement plan professional who enjoys working directly with clients and delivering impactful financial education. You’ll play a key role in helping businesses optimize their retirement plans while building strong relationships with both plan sponsors and participants. What Makes This Opportunity Unique Flexible part-time structure with future growth potential Direct impact on client financial outcomes Opportunity to work closely with leadership Mix of technical and relationship-driven responsibilities What You’ll Be Doing Act as primary contact for retirement plan clients and participants Lead enrollment meetings and educational presentations Guide clients on plan design and compliance requirements Coordinate with TPAs on plan setup and ongoing administration Track and manage retirement plan timelines and...

Application Deadline: 04/30/2026 Address: 135 N Pennsylvania Street Job Family Group: Wealth Sales & Service Provides high quality sales and service to investment clients to deliver an exceptional client experience. Provides technical expertise for all aspects of investment management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate. Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the marketplace by collaborating with other experts to create integrated business development strategies. Develops investment proposals and participates in meetings with prospects/clients. Provides investment management, fiduciary expertise and strategic leadership for business, products, and...

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.* Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of...

Work Location: Brooklyn, New York, United States of America Hours: 40 Pay Details: $66,560 - $99,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and...

Work Location: Brooklyn, New York, United States of America Hours: 40 Pay Details: $57,720 - $86,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in...

Position Summary The Web Experience Manager will own the strategy, performance, and optimization of the Focus Partners website. This role focuses on improving user experience, conversion performance, and the overall digital journey from visitor to qualified lead. This individual partners closely with marketing, content, and technology teams to continuously improve the website through data‑driven testing, content optimization, and design enhancements. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Own the strategy, structure, and performance of the company website Lead initiatives to improve conversion rates and lead generation Manage website updates, enhancements, and development projects Partner with content and SEO teams to ensure...

Work Location: Brooklyn, New York, United States of America Hours: 40 Pay Details: $57,720 - $86,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Trainee (FA Trainee) role is intended to be a transitional role where in...

Position Summary The Web Experience Manager will own the strategy, performance, and optimization of the Focus Partners website. This role focuses on improving user experience, conversion performance, and the overall digital journey from visitor to qualified lead. This individual partners closely with marketing, content, and technology teams to continuously improve the website through data‑driven testing, content optimization, and design enhancements. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Own the strategy, structure, and performance of the company website Lead initiatives to improve conversion rates and lead generation Manage website updates, enhancements, and development projects Partner with content and SEO teams to ensure...

Work Location: Brooklyn, New York, United States of America Hours: 40 Pay Details: $66,560 - $99,320 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and...

At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and access to free, year-round money coaches. That's how we're UNSTOPPABLE for our employees! Job Overview We are hiring MULTIPLE Client Success Managers in various locations. This role at T-Mobile is pivotal and focused on enhancing customer relationships and retention within the Government, Strategic, and Enterprise business segments. This position is responsible for managing the entire customer lifecycle, ensuring successful onboarding, product adoption, and continuous value realization. By identifying upsell and cross-sell opportunities, the Client Success Manager works closely with sales teams to develop strategies that increase...

Summary The Assistant in Training (AIT) and Assistant Manager position’s primary responsibility is to fulfill our mission statement, “to create the most enjoyable shopping experience possible for our Guests.” Additionally, AIT and Assistant Managers perform a variety of sales, merchandising and operational tasks assigned by store management (e.g. cashiering, merchandise display and pulls, register procedures, and routine cleaning of facilities). Work directly with the Store Manager and Leadership Team to develop sales, recruit new Teammates and provide leadership. The AIT and Assistant Manager will also share responsibility for training and motivating Teammates and act as the Store Manager in their absence. The Assistant Manager Position is a progression from the AIT position and therefore includes additional high level duties that are specific to that position, though the majority of job duties and responsibilities are shared. Compensation & Benefits: Pay range:...

Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. Assists in preparing new business proposals or presentations to clients/prospects based upon their needs. Assist Private Wealth Advisors in market research of client and prospects Assist Private Wealth Advisors in identifying prospective clients. Acts as the key service contact for clients. Takes ownership of client issues and collaborates with others to resolve or escalates per guidelines. Liaises with external advisors of clients on behalf of the private wealth advisor / relationship manager. Develops an understanding of the customer needs and the account strategy and effectively communicates this to clients and...

Application Deadline: 05/08/2026 Address: 320 S Canal Street Job Family Group: Wealth Sales & Service Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional client experience. Demonstrates an understanding of and care for the client through proactive delivery of holistic advice and solutions designed to meet the client’s specific financial planning needs. Coordinates and integrated team of subject matter experts to craft and execute creative solutions for the client. Develops and executes the business development strategy, sales targets and the sales results for the assigned region. Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the marketplace by collaborating with other experts (e.g. internal team, outside attorneys, accountants) to create...

Work Location: Brooklyn, New York, United States of America Hours: 40 Pay Details: $78,520 - $117,520 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial...

Summary The Assistant in Training (AIT) and Assistant Manager position’s primary responsibility is to fulfill our mission statement, “to create the most enjoyable shopping experience possible for our Guests.” Additionally, AIT and Assistant Managers perform a variety of sales, merchandising and operational tasks assigned by store management (e.g. cashiering, merchandise display and pulls, register procedures, and routine cleaning of facilities). Work directly with the Store Manager and Leadership Team to develop sales, recruit new Teammates and provide leadership. The AIT and Assistant Manager will also share responsibility for training and motivating Teammates and act as the Store Manager in their absence. The Assistant Manager Position is a progression from the AIT position and therefore includes additional high level duties that are specific to that position, though the majority of job duties and responsibilities are shared. Compensation & Benefits: Pay range:...

Summary The Leader in Training (LIT) and Floor Leader position’s primary responsibility is to fulfill our mission statement: “To create the most enjoyable shopping experience possible for our Guests.” The LIT and Floor Leader performs a variety of sales, merchandising and operational tasks assigned by store management (e.g. cashiering, merchandise display and pulls, register procedures, and routine cleaning of facilities). Works directly with the Store Manager and Leadership Team to develop sales, recruit new Teammates and provide leadership. Compensation & Benefits: Pay range: $15-$17/hr The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons. For sales positions, Buckle pays a base rate plus commission on sales. The range listed is the estimated base rate plus commission for Teammates in this position. Full-Time...

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Sales Assistant within PNC Wealth Management, you will be based in Columbus, OH at the Whitehall Service Center. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Provides sales, service and execution support for new and ongoing client relationships. Gathers...

Summary The Leader in Training (LIT) and Floor Leader position’s primary responsibility is to fulfill our mission statement: “To create the most enjoyable shopping experience possible for our Guests.” The LIT and Floor Leader performs a variety of sales, merchandising and operational tasks assigned by store management (e.g. cashiering, merchandise display and pulls, register procedures, and routine cleaning of facilities). Works directly with the Store Manager and Leadership Team to develop sales, recruit new Teammates and provide leadership. Compensation & Benefits: Pay range: $15-$17/hr The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons. For sales positions, Buckle pays a base rate plus commission on sales. The range listed is the estimated base rate plus commission for Teammates in this position. Full-Time...

Summary The Leader in Training (LIT) and Floor Leader position’s primary responsibility is to fulfill our mission statement: “To create the most enjoyable shopping experience possible for our Guests.” The LIT and Floor Leader performs a variety of sales, merchandising and operational tasks assigned by store management (e.g. cashiering, merchandise display and pulls, register procedures, and routine cleaning of facilities). Works directly with the Store Manager and Leadership Team to develop sales, recruit new Teammates and provide leadership. Compensation & Benefits: Pay range: $15-$17/hr The estimated range is the budgeted amount for this position. Final offers are based on various factors, including skill set, experience, location, qualifications and other job-related reasons. For sales positions, Buckle pays a base rate plus commission on sales. The range listed is the estimated base rate plus commission for Teammates in this position. Full-Time...

Location: 166 Crocker Park Boulevard, Westlake Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships. Responsibilities Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and...

ABOUT US At HUB International, we are a team of entrepreneurs. We believe in protecting and supporting the aspirations of individuals, families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, grow, and make a difference. Our structure enables our teams to maintain their own unique, regional culture while leveraging support and resources from our corporate centers of excellence. HUB is a global insurance and employee benefits broker, providing a boundaryless array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. ABOUT THE ROLE The Actuarial Manager,...

Location: 11 Stanwix Street, Pittsburgh Pennsylvania Job Summary The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process. Essential Functions Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods. Owns follow up after client meetings on takeaways and next steps. Understand (or willingness to learn) the KPB...

Summary The Assistant in Training (AIT) and Assistant Manager position’s primary responsibility is to fulfill our mission statement, “to create the most enjoyable shopping experience possible for our Guests.” Additionally, AIT and Assistant Managers perform a variety of sales, merchandising and operational tasks assigned by store management (e.g. cashiering, merchandise display and pulls, register procedures, and routine cleaning of facilities). Work directly with the Store Manager and Leadership Team to develop sales, recruit new Teammates and provide leadership. The AIT and Assistant Manager will also share responsibility for training and motivating Teammates and act as the Store Manager in their absence. The Assistant Manager Position is a progression from the AIT position and therefore includes additional high level duties that are specific to that position, though the majority of job duties and responsibilities are shared. Compensation & Benefits: Pay range:...