Apollon Wealth Management, LLC
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Reports to:
Sr. Director of Staffing and Operations
Status:
Exempt
Remote Role
As a Relationship Manager at Apollon Wealth Management, you will play a pivotal role in delivering top-tier wealth management services to our valued clients and financial advisors. You will work closely with the advisory team to ensure seamless operational execution, a consistently elevated client experience, and flawless alignment with the firm’s communication and service standards. This multifaceted role serves as both a strategic partner to the lead Financial Advisor/Partner and a trusted point of continuity for clients.
Key Responsibilities
Support the lead Financial Advisor/Partner, ensuring seamless operational execution and fostering client trust
Schedule and prepare for complex client review meetings, including managing follow-up communications
Provide general administrative support to the lead client-facing FA/Partner
Client Relationship Management & Operations
Manage the new client and account onboarding process within the CRM and custodian platforms, ensuring accurate information gathering and documentation
Maintain rigorous CRM data integrity, including timely documentation of client interactions and completion of tasks
Client Experience & Strategic Communication
Elevate the personal client experience and support execution of the firm’s strategic communication plan
Lead the planning, coordination, and execution of client engagement events such as lunch‑and‑learns, webinars, informational sessions, and speaker engagements
Coordinate with outside vendors and partners to ensure flawless event delivery
Lead and manage the monthly communication and marketing strategy for existing clients, including logistical coordination and follow‑up tracking
Manage the company’s professional LinkedIn presence and other social media activity; regularly update the team website
Develop and implement internal and external team marketing strategies
Skills and Experience
Minimum of five (5) years of experience in a relevant professional field (financial services, marketing, corporate administration, or similar operations‑heavy environments)
Primarily remote role with approximately one week per quarter of required in‑office work in Maine; technology and equipment provided
Familiarity with Salesforce preferred
Working knowledge of custodial platforms (required)
Communication
Exceptional written and verbal communication skills for both internal coordination and external client interaction
Excellent interpersonal skills and a polished, client‑centric approach
Technical Proficiency
Strong proficiency in Microsoft Office Suite, CRM software (Salesforce), and digital marketing platforms (e.g., LinkedIn)
Proficiency with financial software and tools
Execution, Organization & Project Management
Proven ability to work independently, be self‑directed, and manage multiple priorities simultaneously
High attention to detail and strong commitment to timely task execution
Strong organizational and project management skills to oversee concurrent client and marketing initiatives
Demonstrated dedication to maintaining client confidentiality and trust
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Sales and Business Development
Industries Internet Publishing
Referrals increase your chances of interviewing at Apollon Wealth Management, LLC by 2x
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Portland, ME .
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Get AI-powered advice on this job and more exclusive features.
Reports to:
Sr. Director of Staffing and Operations
Status:
Exempt
Remote Role
As a Relationship Manager at Apollon Wealth Management, you will play a pivotal role in delivering top-tier wealth management services to our valued clients and financial advisors. You will work closely with the advisory team to ensure seamless operational execution, a consistently elevated client experience, and flawless alignment with the firm’s communication and service standards. This multifaceted role serves as both a strategic partner to the lead Financial Advisor/Partner and a trusted point of continuity for clients.
Key Responsibilities
Support the lead Financial Advisor/Partner, ensuring seamless operational execution and fostering client trust
Schedule and prepare for complex client review meetings, including managing follow-up communications
Provide general administrative support to the lead client-facing FA/Partner
Client Relationship Management & Operations
Manage the new client and account onboarding process within the CRM and custodian platforms, ensuring accurate information gathering and documentation
Maintain rigorous CRM data integrity, including timely documentation of client interactions and completion of tasks
Client Experience & Strategic Communication
Elevate the personal client experience and support execution of the firm’s strategic communication plan
Lead the planning, coordination, and execution of client engagement events such as lunch‑and‑learns, webinars, informational sessions, and speaker engagements
Coordinate with outside vendors and partners to ensure flawless event delivery
Lead and manage the monthly communication and marketing strategy for existing clients, including logistical coordination and follow‑up tracking
Manage the company’s professional LinkedIn presence and other social media activity; regularly update the team website
Develop and implement internal and external team marketing strategies
Skills and Experience
Minimum of five (5) years of experience in a relevant professional field (financial services, marketing, corporate administration, or similar operations‑heavy environments)
Primarily remote role with approximately one week per quarter of required in‑office work in Maine; technology and equipment provided
Familiarity with Salesforce preferred
Working knowledge of custodial platforms (required)
Communication
Exceptional written and verbal communication skills for both internal coordination and external client interaction
Excellent interpersonal skills and a polished, client‑centric approach
Technical Proficiency
Strong proficiency in Microsoft Office Suite, CRM software (Salesforce), and digital marketing platforms (e.g., LinkedIn)
Proficiency with financial software and tools
Execution, Organization & Project Management
Proven ability to work independently, be self‑directed, and manage multiple priorities simultaneously
High attention to detail and strong commitment to timely task execution
Strong organizational and project management skills to oversee concurrent client and marketing initiatives
Demonstrated dedication to maintaining client confidentiality and trust
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Sales and Business Development
Industries Internet Publishing
Referrals increase your chances of interviewing at Apollon Wealth Management, LLC by 2x
Get notified about new Relationship Manager jobs in
Portland, ME .
#J-18808-Ljbffr