Relationship Manager
Premier Path Wealth Partners, Madison, NJ, United States
At Premier Path Wealth Partners, we don’t just manage wealth—we help ultra-high-net-worth families build meaningful, multi-generational legacies.
We are a fast-growing, entrepreneurial firm driven by an Owner’s Mindset—where every team member is empowered to think, act, and grow like an owner. Our culture is built on integrity, grit, an obsession with exceptional client service, and continuous improvement, and we back that up by investing in our people.
If you’re looking for a place where you can accelerate your career, be challenged, and directly participate in the success you help create—this is the opportunity for you.
Position Overview This is not a typical service role. As a Relationship Manager, you’ll be a trusted partner to sophisticated, ultra-high-net-worth clients, delivering a white-glove experience while playing a key role in a rapidly growing firm.
You’ll operate with autonomy, take ownership of client relationships, and be positioned for advancement into senior roles or the Financial Advisor track, depending on your career goals.
What You’ll Do
Serve as a primary point of contact for client relationships
Deliver proactive, high-touch service that exceeds expectations
Manage account onboarding, transactions, and ongoing client needs
Prepare client reports, meeting materials, and portfolio documentation
Partner with advisors to deliver a seamless, best-in‑class experience
Anticipate client needs and go the extra mile in every interaction
Make proactive outbound client contacts to strengthen relationships and support ongoing engagement.
Collaborate with advisors and team members to ensure an exceptional and consistent client experience.
Prepare materials and documentation for client meetings and follow up on action items afterward.
Execute compliance‑related responsibilities including maintaining documentation, monitoring regulatory requirements, and assisting with regulatory correspondence.
Provide operational support across the firm, which may include marketing tasks, performance reporting, and general office administration.
Why This Role Stands Out
Clear path to Senior Relationship Manager
Defined opportunity to pursue the Financial Advisor track
Direct exposure to complex, high‑value client relationships
Opportunity to grow alongside a scaling business
What We’re Looking For
3–5+ years experience (wealth management or client service)
Series 65 (required)
Detail‑oriented, highly organized, and proactive
Strong communicator with a client‑first mindset
Thrives in a fast‑paced, high‑performance environment
Growth‑oriented with long‑term career ambition
High degree of accuracy, professionalism, and attention to detail.
Proficiency in Microsoft Office; familiarity with custodian platforms and CRM systems is a plus.
Standard hours are Monday through Friday, 8:30 AM – 5:00 PM
Flexibility is required to support client needs, including occasional early mornings, evenings, or events
Compensation
Competitive base: $100,000 – $110,000 (based on experience)
Performance‑based bonus opportunities
We believe in investing in our people and supporting both professional and personal well‑being through a comprehensive benefits package.
Benefits
Medical, dental, and vision coverage, including HSA/FSA and telehealth options
401(k) with a 3% company match
3–5 weeks of paid time off plus a full holiday schedule
Pooled work‑from‑home days
Summer Fridays with early office closure
Education assistance and support for professional designations
Premier Path Wealth Partners is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic in accordance with applicable federal, state, and local laws.
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We are a fast-growing, entrepreneurial firm driven by an Owner’s Mindset—where every team member is empowered to think, act, and grow like an owner. Our culture is built on integrity, grit, an obsession with exceptional client service, and continuous improvement, and we back that up by investing in our people.
If you’re looking for a place where you can accelerate your career, be challenged, and directly participate in the success you help create—this is the opportunity for you.
Position Overview This is not a typical service role. As a Relationship Manager, you’ll be a trusted partner to sophisticated, ultra-high-net-worth clients, delivering a white-glove experience while playing a key role in a rapidly growing firm.
You’ll operate with autonomy, take ownership of client relationships, and be positioned for advancement into senior roles or the Financial Advisor track, depending on your career goals.
What You’ll Do
Serve as a primary point of contact for client relationships
Deliver proactive, high-touch service that exceeds expectations
Manage account onboarding, transactions, and ongoing client needs
Prepare client reports, meeting materials, and portfolio documentation
Partner with advisors to deliver a seamless, best-in‑class experience
Anticipate client needs and go the extra mile in every interaction
Make proactive outbound client contacts to strengthen relationships and support ongoing engagement.
Collaborate with advisors and team members to ensure an exceptional and consistent client experience.
Prepare materials and documentation for client meetings and follow up on action items afterward.
Execute compliance‑related responsibilities including maintaining documentation, monitoring regulatory requirements, and assisting with regulatory correspondence.
Provide operational support across the firm, which may include marketing tasks, performance reporting, and general office administration.
Why This Role Stands Out
Clear path to Senior Relationship Manager
Defined opportunity to pursue the Financial Advisor track
Direct exposure to complex, high‑value client relationships
Opportunity to grow alongside a scaling business
What We’re Looking For
3–5+ years experience (wealth management or client service)
Series 65 (required)
Detail‑oriented, highly organized, and proactive
Strong communicator with a client‑first mindset
Thrives in a fast‑paced, high‑performance environment
Growth‑oriented with long‑term career ambition
High degree of accuracy, professionalism, and attention to detail.
Proficiency in Microsoft Office; familiarity with custodian platforms and CRM systems is a plus.
Standard hours are Monday through Friday, 8:30 AM – 5:00 PM
Flexibility is required to support client needs, including occasional early mornings, evenings, or events
Compensation
Competitive base: $100,000 – $110,000 (based on experience)
Performance‑based bonus opportunities
We believe in investing in our people and supporting both professional and personal well‑being through a comprehensive benefits package.
Benefits
Medical, dental, and vision coverage, including HSA/FSA and telehealth options
401(k) with a 3% company match
3–5 weeks of paid time off plus a full holiday schedule
Pooled work‑from‑home days
Summer Fridays with early office closure
Education assistance and support for professional designations
Premier Path Wealth Partners is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and applicants and do not discriminate on the basis of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic in accordance with applicable federal, state, and local laws.
#J-18808-Ljbffr