Relationship Manager , Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This ...
RK Partners
60 Rk Partners Jobs Hiring Near You
Relationship Manager , Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This ...
Wealth Advisor-Kansas City
Mission Woods, KS · On-site
$110K - $150K/yr
Partner with team members to deliver a high-quality, relationship-driven client experience What Makes This Opportunity Different * Team-Based, Not Siloed: You'll collaborate with experienced advisors ...
Quick apply
Wealth Advisor-Kansas City
Mission Woods, KS · On-site
$110K - $150K/yr
Partner with team members to deliver a high-quality, relationship-driven client experience What Makes This Opportunity Different * Team-Based, Not Siloed: You'll collaborate with experienced advisors ...
Financial Planner-Irvine, CA
$80K - $95K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Quick apply
Financial Planner-Irvine, CA
$80K - $95K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Planner-Irvine, CA
Seattle, WA · On-site
$80K - $95K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Quick apply
Financial Planner-Irvine, CA
Seattle, WA · On-site
$80K - $95K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Relationship Manager , Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This ...
Relationship Manager , Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This ...
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Relationship Manager-Chevy Chase, MD
$90K - $105K/yr
Relationship Manager , Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This ...
Quick apply
Relationship Manager-Chevy Chase, MD
$90K - $105K/yr
Relationship Manager , Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This ...
Financial Planner-Irvine, CA
$86K - $116K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Planner-Irvine, CA
$86K - $116K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Partner with team members to deliver a high-quality, relationship-driven client experience What Makes This Opportunity Different * Team-Based, Not Siloed: You'll collaborate with experienced advisors ...
Partner with team members to deliver a high-quality, relationship-driven client experience What Makes This Opportunity Different * Team-Based, Not Siloed: You'll collaborate with experienced advisors ...
Senior Tax Manager
$175K - $210K/yr
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Quick apply
Senior Tax Manager
$175K - $210K/yr
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Financial Advisor-Seattle, WA
Chicago, IL · On-site
$140K - $155K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Quick apply
Financial Advisor-Seattle, WA
Chicago, IL · On-site
$140K - $155K/yr
Financial Planning - Our extensive Financial Planning department is comprised of dedicated, experienced financial professionals who partner with our Advisors and provide comprehensive and detailed ...
Senior Tax Manager
Chicago, IL · On-site
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Senior Tax Manager
Chicago, IL · On-site
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Experience working with individuals, corporations, partnerships, trusts, estates. Solid understanding of advanced tax planning strategies. * Demonstrated management skills and desire/ability to work ...
Financial Planner-Irvine, CA
Irvine, CA · On-site
$80K - $95K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Quick apply
Financial Planner-Irvine, CA
Irvine, CA · On-site
$80K - $95K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Planner-Irvine, CA
$81K - $109K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Planner-Irvine, CA
$81K - $109K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Planner-Irvine, CA
Chicago, IL · On-site
$78K - $105K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Financial Planner-Irvine, CA
Chicago, IL · On-site
$78K - $105K/yr
In this role, you will join a skilled team that partners closely with our advisors to transform financial data into actionable, life-changing advice for our clients. What You'll Do : * Our advisors ...
Relationship Manager-Chevy Chase, MD
$90K - $105K/yr
Relationship Manager , Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This ...
Quick apply
Relationship Manager-Chevy Chase, MD
$90K - $105K/yr
Relationship Manager , Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This ...
Wealth Advisor-New York
Huntington, NY · On-site
$165K - $175K/yr
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
Quick apply
Wealth Advisor-New York
Huntington, NY · On-site
$165K - $175K/yr
Wealth Advisor Our client is widely recognized for its distinctive, distinguished platform-offering advice that truly makes a difference. Our Wealth Advisors build substantial, enduring practices ...
RK Partners Jobs Information
What are the most popular titles at Rk Partners?
What are the most popular cities for Rk Partners jobs?
What are the most popular states for Rk Partners jobs?
What are the most popular job types at Rk Partners?
What are the most popular categories at Rk Partners?
Other
Posted 18 days ago
Job description
Relationship Manager,
Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional
client experiences, and contribute to the financial planning and advisory process. This role offers a clear career path in
wealth management with strong opportunities for development and advancement at a firm known for its collaborative
culture.
Key Responsibilities
- Deliver an exceptional client experience by serving as a primary point of contact for clients, Wealth Advisors, and internal team members through frequent phone, email, and in-person communication.
- Partner closely with advisors to support client relationships, financial planning initiatives, and day-to-day service needs.
- Coordinate with internal teams and firm professionals to research, review, and execute time-sensitive and high-priority investment-related requests.
- Develop a strong understanding of portfolio construction, investment strategies, and risk management principles
- Manage and facilitate the onboarding and investment implementation process for new client accounts while ensuring adherence to firm policies and procedures.
- Support business development efforts by helping identify opportunities to deepen existing client relationships and attract new business.
- Maintain accurate and organized client records across multiple systems, ensuring data integrity, compliance, and confidentiality.
- Manage client information within the firm's technology platforms, including Addepar and other portfolio management and CRM systems.
- Participate in special projects and process improvement initiatives designed to enhance operational efficiency and elevate the client experience.
Preferred Qualifications
Bachelor's degree in Finance, Business, Economics, or a related field preferred.
- 2+ years of experience within the financial services industry.
- Experience supporting high-net-worth clients within an RIA, investment management firm, wealth management practice, or broker-dealer environment is highly preferred.
- Professional designation or licensing such as CFP, CFA, or Series 65 is a plus.
- Passion for helping clients achieve their financial goals through exceptional service and relationship management.
- Strong written and verbal communication skills with the ability to interact professionally with clients and colleagues.
- Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
- Analytical mindset with strong attention to detail and problem-solving abilities.
- Collaborative team player who thrives in a relationship-driven culture.
- Comfortable learning and utilizing financial planning software, CRM platforms, and wealth management technology tools.
*4 days in office- role based out of Chevy Chase, MD 20815