Client Relationship Manager

Client Relationship Manager (RIA)** Los Angeles, CA, OR Orange CountyAbout the RoleA leading RIA is seeking a Client Relationship Manager to join its team. This position focuses on building and nurturing long-term client relationships while collaborating with portfolio management teams to deliver exceptional wealth management solutions.The ideal candidate will bring expertise in financial planning, including multigenerational planning, philanthropy, pre-liquidity strategies, and fiduciary advisory, alongside a passion for client service and business development.Key *Spearhead business development initiatives, contributing to the firms growth.Serve as the primary contact for managing client relationships and providing exceptional service.Partner with Portfolio Managers to address client needs and develop tailored wealth planning strategies.Attend client and prospective client meetings and events to strengthen relationships.Act as a relationship liaison coordinating with external professionals such as estate attorneys and accountants to enhance the client experience.Required *Bachelor's degree.5-10 years of experience in wealth managementProven expertise in driving Business Development initiatives to include bringing in new clients through networking events, conferences, etc as well as transforming warm leads and referrals.Active Series 7 & 66 licenses.Entrepreneurial mindset with a focus on client outcomes.Preferred **Credentials such as CFP, CPWA, or CTFA (or willingness to obtain).Advanced degrees (MBA, CPA, or LLM).Series 24 license (or desire to obtain).Experience with platforms like Addepar, Salesforce, Schwab, and/or Fidelity.Why Join?This role offers an exciting opportunity to work with high-net-worth families, institutions, and foundations while contributing to the firms mission of delivering exceptional client outcomes. The position is ideal for a proactive, detail-oriented professional ready to take their wealth management career to the next level.

Created: 2025-02-19