Client Relationship Manager / Associate Advisor

Position OverviewThe Client Relationship Manager / Associate Advisor serves as a hybrid role combining financial planning support, client relationship management, and client service execution. This role partners closely with Lead Advisors to deliver a high-quality client experience while also supporting lead generation program execution and practice management initiatives. Analytical & Planning Support• Prepare financial plans by entering data, running scenarios, and generating client deliverables • Analyze client portfolios and assist with recommendations or rebalancing support • Create reports, presentations, and custom analyses for client meetings • Conduct product and investment research as needed Client Relationship Management & Client Service Operations• Serve as a primary point of contact for day-to-day client needs • Manage client service workflows including account maintenance and cash movements • Coordinate and execute client onboarding processes • Maintain accurate client records in CRM and portfolio systems • Prepare meeting materials and track follow-ups • Partner with advisors and operations to ensure seamless service delivery • Identify issues proactively and escalate appropriately • Support training of junior team members Lead Generation Program Support & Practice Management• Support execution of firm lead generation programs (referrals, digital tools, marketing initiatives) • Track and manage prospect flow within CRM systems • Assist with prospect intake and discovery preparation • Maintain prospect lists (firm-provided and advisor-provided) • Coordinate scheduling and follow-up for prospect meetings • Track pipeline metrics such as activity and conversion • Collaborate on marketing and business development initiatives • Identify process improvement opportunities • Support execution of firm lead generation programs (referrals, digital tools, marketing initiatives) • Track and manage prospect flow within CRM systems • Assist with prospect intake and discovery preparation • Maintain prospect lists (firm-provided and advisor-provided) • Coordinate scheduling and follow-up for prospect meetings • Track pipeline metrics such as activity and conversion • Collaborate on marketing and business development initiatives • Identify process improvement opportunities Measures of Success• Consistent, high-quality client service delivery • Accuracy and timeliness of financial planning deliverables • Effective management of client and prospect workflows • Advisor satisfaction and team collaboration • Contribution to lead generation program execution • Bachelor's degree required (Finance, Business, or related field preferred) • Series 65 license required (or ability to obtain within a defined onboarding period, if applicable) • 2-5+ years of experience in a financial services environment preferred (within an RIA, broker-dealer, or wirehouse platform is advantageous) • Demonstrated experience supporting client relationships and delivering financial planning or wealth management services • Working knowledge of financial planning concepts, investment strategies, and portfolio construction principles • Experience with CRM systems (e.g., Redtail, Salesforce) and portfolio management/reporting tools • Strong organizational skills with the ability to manage multiple client and prospect workflows simultaneously • High attention to detail and commitment to accuracy in client service and financial deliverables • Effective communication skills, both written and verbal, with the ability to interact directly with clients in a professional and confident manner • Ability to operate in a team-based environment while taking ownership of assigned responsibilities • Interest in long-term growth within a client-facing advisory or relationship management role