Relationship Manager - Wealth Management

Relationship Manager - 100B AUM Wealth Tech Company in RIA industry - Buckhead

This Jobot Job is hosted by : Katrina McFillin

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Salary : $150,000 - $175,000 per year

A bit about us :

We specialize in supporting independent RIAs by providing technology & CRM, investment platform, practice management, M&A and capital strategies.

Why join us?

We are a growing firm founded 15 years ago and already surpassing 100 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors.

comprehensive health, dental, and vision insurance

401(k) with company match

unlimited PTO

20%-25% bonus

Job Details

This position is one of the most important roles at our firm. You are the head of the relationship with our network firm, a large RIA in the Atlanta with over 130 advisors. You will project manage all the various projects and act as a strategic advisor to the leadership of the network firm. You will lead the effort to drive profitability and growth within this organization, which in turn will support our growth.

You bring experience within the wealth management world. Whether it be an advisor, manager or supporting role. You have a deep knowledge of concepts and operational relationships that are part of running a wealth management firm. Any experience with M&A and Corporate Development is a big plus.

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