Relationship Manager (Wealth Management)

MissionHires is partnering with a leading Advice & Wealth Management organization to hire Relationship Managers to serve as the primary point of contact for ultra-high-net-worth (UHNW) self-directed clients ($5M–$25M AUM). In this highly visible, relationship-first role, you will deepen client trust, guide complex financial decisions, and strategically grow and retain a premium book of business. The firm offers comprehensive training, multiple RM levels, and a clear path for advancement.

• Serve as the primary relationship owner for a dedicated UHNW self-directed client book, delivering a consistent, high-touch experience
• Build trust and loyalty by anticipating client needs and aligning solutions through education and thoughtful guidance
• Lead sophisticated wealth conversations on partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving
• Strategically manage, retain, and grow an assigned book of business while supporting broader growth initiatives
• Engage clients with curiosity, empathy, and a deep understanding of goals, values, and long-term priorities
• Deliver proactive service by resolving complex issues and ensuring a seamless client experience end to end
• Develop deep expertise across the organization’s products and services to strengthen client relationships (with comprehensive training provided)
• Collaborate with internal partners across advice, planning, and investment solutions to deliver tailored outcomes

• Active or eligible FINRA registration: SIE and Series 7 required prior to start; Series 66 (or 63/65) may be obtained after start (certain designations may substitute per compliance)
• 3+ years of experience managing a book of business in financial services
• 2+ years of experience with high-net-worth or ultra-high-net-worth clients preferred
• Demonstrated consultative, relationship-first approach with ability to guide complex financial decisions
• Comfort discussing investments and planning topics, including ETFs, mutual funds, estate and legacy planning, and charitable giving
• Proven ability to retain and grow client relationships and share of wallet
• Strong problem-solving, issue resolution, and client advocacy skills
• Bachelor’s degree or equivalent experience demonstrating strong learning agility and leadership potential

• 8% bonus

• Relocation assistance

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