Relationship Manager

Relationship ManagerLocation: Madison, NJSchedule: Full-time, in-officeAbout Premier PathAt 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 OverviewThis 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 DoServe as a primary point of contact for client relationshipsDeliver proactive, high-touch service that exceeds expectationsManage account onboarding, transactions, and ongoing client needsPrepare client reports, meeting materials, and portfolio documentationPartner with advisors to deliver a seamless, best-in-class experienceAnticipate client needs and go the extra mile in every interactionMake 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 OutClear path to Senior Relationship ManagerDefined opportunity to pursue the Financial Advisor trackDirect exposure to complex, high-value client relationshipsFirm-supported professional designationsOpportunity to grow alongside a scaling businessWhat We’re Looking For3–5+ years experience (wealth management or client service)Series 65 (required)Detail-oriented, highly organized, and proactiveStrong communicator with a client-first mindsetThrives in a fast-paced, high-performance environmentGrowth-oriented with long-term career ambitionHigh degree of accuracy, professionalism, and attention to detail.Proficiency in Microsoft Office; familiarity with custodian platforms and CRM systems is a plus.Work Schedule & ExpectationsStandard hours are Monday through Friday, 8:30 AM – 5:00 PMFlexibility is required to support client needs, including occasional early mornings, evenings, or eventsCompensation Competitive base: $100,000 - $110,000 (based on experience)Performance-based bonus opportunitiesBenefits & PerksWe believe in investing in our people and supporting both professional and personal well-being through a comprehensive benefits package. Medical, dental, and vision coverage, including HSA/FSA and telehealth options401(k) with a 3% company match3–5 weeks of paid time off plus a full holiday schedulePooled work-from-home daysSummer Fridays with early office closureEducation assistance and support for professional designationsPremier 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.