Relationship Manager

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Relationship Manager

Location: Radnor, PA

Company: Fast-Growing Boutique Wealth Management Firm

Starting Salary: $60,000/year

Bonus Potential: Up to 15% annually (5% team, 10% individual performance)

Culture is Key!

Are you an ambitious recent college grad looking to launch your career in wealth management? We believe culture matters—and we’ll hire an exceptional candidate, even with no prior experience! We value Honesty & Integrity, Getting Things Done, Teamwork, and Getting Better Every Day.

Overview

Join our expanding financial advisory team as a Relationship Manager. You’ll work closely with one of our most seasoned advisors, keeping them organized and prepared for every client interaction. This position lets you develop deep client and internal relationships, organize vital information, and deliver a white-glove client experience. This role reports to our Director of Wealth Management Operations.

Responsibilities

• Serve as the key coordinator for your assigned advisor’s client meeting preparation and follow-up
• Communicate regularly with clients and internal teams to collect documents, answer questions, and solve requests
• Support client meetings by documenting detailed notes and ensuring next steps are promptly managed
• Answer inbound/outbound client calls and emails, handling non-investment questions and updating on service requests
• Manage calendars and logistics for meetings, including material prep and invitations
• Collaborate with advisors and third-party partners to request investment and insurance proposals
• Execute account transactions, transfers, and rollovers as directed
• Maintain CRM records, pre-fill account documentation, and onboard new clients
• Educate/enroll clients in digital tools
• Stay current on policies, platforms, and perform special projects as needed

Candidate Qualifications

• College Degree required
• Active Series 7, Series 66, or Series 63/65 preferred, but not required
• 2+ years of industry experience preferred (not required—exceptional new grads welcome!)

Skills & Attributes

• Ultra-organized, detail-oriented, and a strong critical thinker
• Outstanding written and verbal communication skills
• Passion for delivering exceptional client service
• Proficient with MS Office Suite, Adobe, and adaptable to new technology
• A true team player who thrives in a fast-paced, evolving environment

Benefits

• 401(k) with match
• Health, Dental & Vision Insurance
• Long Term Disability
• Generous PTO
• Education/License/Training Reimbursement
• Bonus potential up to 15% of salary

If you’re a motivated, service-minded individual who’s eager to learn and become a key part of a growth-driven wealth management team, apply today!

At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

JOB ID: 165370

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James Barrineau

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