Relationship Manager (Wealth Manager Track)

Location:

The Woodlands, TX (Hybrid)

Schedule:

MF, 8-5 CST
Serve 3060 high-net-worth households, co-lead client meetings, and deliver white-glove service, with

no year-one prospecting.

Master relationship growth and prepare to step into the Wealth Manager seat.
Why Avion Wealth

We're a boutique RIA known for orchestrating every dimension of our clients' financial lives. We value an ownership

mindset, coachability, low ego/high accountability, crisp documentation, and kind candor with

a polished, professional presence.
What You'll Do (Year One)

Own the client experience:

prep agendas, co-lead meetings, translate complex topics into plain English, and drive next steps.
Deliver white-glove follow-through:

same-day to

48-hour

turnaround depending on the task; under-promise/over-deliver.
Keep the engine tight:

document cleanly, update plans/IPS, coordinate with attorneys/CPAs, and manage tasks in CRM.
Spot opportunities:

surface planning and portfolio recommendations; support Wealth Managers on sophisticated cases (estate, tax, charitable, legacy/wealth transfer).
What Success Looks Like

First 90 days (in-office training):

Work onsite 5 days a week, master our standards, tools, and SLAs, begin co-leading select meetings, and ensure consistent, proactive follow-through.
By 180 days:

Series 65 in hand (if not already); begin co-leading select meetings; manage ~25-35 households within SLAs.
By 12 months:

manage ~3060 households, independently drive action items, maintain white-glove responsiveness, reliably co-lead most meetings, and demonstrate readiness for the WM track.
Must-Have Soft Skills

Executive presence

with

confidence, not ego
EQ & active listening ; reads the room and adapts
Clear, concise communication

(complex simple)
Influence & persuasion

to move decisions forward
Prioritization & sense of urgency ; bias toward action
Day-One Qualifications

2+ years

in comprehensive planning and/or RIA experience (HNW preferred).
Licensing:

Series 65 (or

CFP in progress );

must obtain Series 65 by day 180 .
Tools:

Experience with

Tamarac, Salesforce, MoneyGuide, Nitrogen, RightCapital

is a

plus

(not required).
Polished, professional demeanor and dress.
Culture Fit

Team player
Ownership mindset
Coachable
High-accountability
Proactive follow-through
Sense of urgency
Attention to detail
Kind candor.
Work Model

Training (90 days):

5 days/week in the office

(The Woodlands).
Post-training hybrid:

Up

to 2 days WFH

weekly.
Hours:

8am5pm CST; occasional events outside office hours.
Travel:

minimal and voluntary.
Compensation & Benefits

Base:

$75,000-$90,000

(experience-based).
Quarterly override

on

revenue serviced .
Profit share:

eligible immediately ( ~10% of total comp , historically).
OTE:

~ $100k in year one ,

$120k+

in following years for strong performers.
Comprehensive benefits, PTO, hybrid flexibility, continuing education, 401(k), gym membership, health, dental, vision, and short-term disability.
Growth Path & Hiring Process

Clear WM track in 18-36 months

based on demonstrated client leadership and results.
Assessment & interviews

include a short detail assessment, initial interest Zoom call, reference check, personality/cognitive ability assessment, and an in-person interview

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