UK Relationship Manager - TX

Dallas, United States | Posted on 06/26/2026
Be the voice of our client from our client’s office in Dallas, Texas to our high‑net‑worth clients in Europe. You will spend your time educating each client on investment philosophy, explaining why certain decisions were made for their particular portfolio, and helping them understand events in the market—all to help each client stay on track to achieve their long‑term goals. You will provide a valuable service, building relationships based on trust and the expertise that our client offers. You will receive support from internal departments to allow you to focus on providing unparalleled customer service. You can take off your “many hats” as a Financial Advisor and become an expert in service and education.
Day to Day

An assigned roster of high‑net‑worth clients, to allow you to focus on building trust, educating, and providing unparalleled customer service
An advanced finance and capital markets education through training and mentoring, allowing you to learn how our firm is different from competitors and why that gives us a competitive advantage
Internal portfolio decision‑makers and research teams handle the portfolio, meaning you can focus on customer service and become an expert in client relationship management and education
Ongoing career development, empowering you to discover your own career path
Opportunities for advancement driven by performance and attitude
Competitive compensation that aligns your interests with the client’s, instead of working against each other
Qualifications

You’re meant for this role if you have finance experience and a thorough understanding of the investment industry. You will succeed if you have a desire to develop longstanding relationships rather than sell products or trade accounts. You will thrive if you have a tremendous desire to explore new opportunities and challenges—and along the way, seek to help us in our quest to better the investment universe. Finally, you will excel if you continuously strive to put your clients first.
Benefits

100% coverage of premiums for health, vision and dental insurance
50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 9 paid holidays
8‑week paid Primary Caregiver Parental Leave
California employees accrue up to 17 days of PTO and 3 days of sick time per year
Great Place to Work‑Certified culture and award‑winning work environment
Equal Opportunity Employer

OUR CLIENT IS AN EQUAL OPPORTUNITY EMPLOYER

#J-18808-Ljbffr