Relationship Manager - Client Growth & Financial Planning

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Relationship Manager
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Job Overview

The Relationship Manager supports financial advisors by managing operational and administrative tasks that allow advisors to focus on client relationship-building and financial planning.
This role takes ownership of client onboarding, account maintenance, and coordination across teams to deliver an efficient, client-centric experience while ensuring seamless operational execution.
Key Performance Indicators (KPIs)

Office AUM Goal – Set annually at office level
Team Retention Rate: 98%+
SF Data Integrity – Office remains Growth Certified (data-only impact for RM)
Primary Duties / Key Responsibilities

Assist financial advisors with administrative tasks, coordinating client communications, and managing client accounts.
Take ownership of day-to-day operational tasks, including processing account transactions, coordinating portfolio updates, and resolving client service requests in a timely and accurate manner.
Collaborate with internal teams such as compliance, investment operations, and client service departments to ensure efficient execution of client activities.
Maintain accurate client records, manage CRM data, and generate reports to support advisors in tracking client activity, portfolio performance, and service delivery.
Cultivate and maintain strong relationships with clients, understanding their financial goals and preferences.
Identify opportunities for client growth and new business.
Stay informed on financial market trends and regulatory changes.
Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures.
Qualifications

Bachelor’s degree in Finance, Economics, Business Administration, or a related field required.
Series 65 license required.
Working toward Certified Financial Planner (CFP®) designation may be preferred.
Previous experience in a client-facing role within the financial services industry is highly desirable, particularly in wealth management, private banking, or investment advisory.
Strong organizational, communication, and client relationship management skills.
Ability to manage multiple priorities and execute tasks with accuracy and professionalism.
About Pinnacle

The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to find the perfect match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 list of fastest growing private companies in the U.S. three straight years (2023-2025). With headquarters centrally located in Kansas City, Pinnacle currently builds futures in eight states across the U.S.
EOE

Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any

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