Relationship Manager

Investment Consultant – Relationship Manager

Location : San Francisco, NY Full-Time |

Our client, a leading global financial services firm, is seeking an Investment Consultant – Relationship Manager to join one of their high-performing Financial Advisor / Private Wealth Advisor (FA / PWA) teams. This individual will play a key role in developing, maintaining, and expanding client relationships , while providing personalized investment consulting and wealth management strategies designed to help clients achieve their financial goals.

Key Responsibilities

• Partner closely with Financial Advisors to deliver strategic investment consulting and customized wealth management solutions aligned with client objectives.
• Conduct in-depth analyses of client portfolios, financial circumstances, and investment opportunities to recommend appropriate strategies.
• Build, maintain, and deepen client relationships through consistent communication, proactive advice, and exceptional service delivery.
• Support business development initiatives by preparing and presenting tailored financial plans and investment recommendations to clients and prospects.
• Ensure all activities comply with industry regulations, firm policies, and applicable licensing requirements.
• Collaborate cross-functionally with internal teams to provide clients access to the firm's full range of wealth-building, management, and preservation services.

Qualifications

Why Join Our Client

Our client has built a legacy of excellence over the last 80+ years, grounded in their values of putting clients first, acting with integrity, and leading with innovation . They foster a collaborative and inclusive environment where professionals are empowered to grow, supported by world-class training, robust career mobility, and one of the most comprehensive benefits packages in the industry.

If you're a motivated financial professional who thrives on building meaningful client relationships and delivering results, we'd love to hear from you. Apply today to explore this exciting opportunity.