Relationship Manager

As a Relationship Manager, you’ll be at the heart of client relationships, working directly with a Managing Director and Wealth Advisors to deliver a seamless, high-touch client experience while supporting advisor productivity and growth. This Relationship Manager role is designed for a detail-oriented, client-facing professional who thrives at the intersection of client service, money movement, and operational execution. This is a career path in wealth management with opportunities to develop, grow, and advance in a nationally respected firm with a wonderful culture.

What You’ll Do

Partner closely with Wealth Advisors and Managing Directors to support ongoing client relationships, delivering a professional and personalized experience

Assist with meeting preparation, follow-up, and ongoing client communication

Support client onboarding, account maintenance, money movement and cash flow management, and suitability documentation

Research and help resolve complex client service and operational matters

Participate in financial planning support, pipeline tracking, and client review preparation

Gain exposure to advisor workflows, planning conversations, and long-term relationship management

Collaborate with advisors and office leadership to support operational capacity across teams when needed

What We’re Looking For

Minimum of 3 years of financial services experience

Experience within wealth management, financial advisory, banking, trust, or related financial services or client operations roles

High level of organization, attention to detail, and follow-through

Ability to manage multiple priorities in a fast-paced, client-driven environment

Strong communication skills, both verbal and written

Strong operational and administrative support skills with the ability to anticipate advisor and client needs

Ability to manage calendars, coordinate meetings, prioritize workflows, and maintain accuracy across multiple moving priorities

Series 65 registration or ability to obtain within a defined onboarding period

Desire to pursue the CFP designation

Willingness to work in an office environment 5 days/week

Bachelor’s degree in Finance, Accounting, Economics, or related field

Proficiency in Microsoft Office; CRM experience (Salesforce or similar) preferredFamiliarity with Schwab and Fidelity custodial platforms

Why United Capital?

Competitive compensation and comprehensive benefits package

Medical, dental, vision, life, and disability insurance

Generous paid time off, holidays, and parental leave

Retirement plan with company match

Direct mentorship and exposure to senior leadership and advisors

A clear career path toward advisor development for high performers

Ready to Build a Career in Wealth Management?
Join a firm that values growth, professionalism, and long-term career development. If you’re client-focused, motivated, and ready to build toward an advisory future, we’d love to hear from you.

Apply today and take the next step in your career with United Capital Financial Advisors.

Equal Employment Opportunity Statement

All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital status, or any other protected status.

Applicants must be legally authorized to work in the United States without sponsorship.

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