Client Relationship Manager - Wealth Management

We are looking for a licensed Client Relationship Manager to support educators and retirement plan participants in New York. This position blends consultative client service with retirement planning guidance, helping individuals make informed decisions about 403(b) accounts and related financial solutions. The ideal candidate brings strong relationship-building ability, a solid grasp of regulatory standards, and a service-oriented approach to long-term client support.

Responsibilities:

• Oversee an assigned group of clients, holding regular conversations about retirement objectives, contribution strategies, and changing financial priorities.

• Respond to service requests with accuracy and urgency, ensuring account-related needs are completed and tracked through resolution.

• Maintain ongoing outreach to clients regarding plan changes, contribution opportunities, and major life events that may affect financial planning decisions.

• Meet with prospective clients to assess retirement planning goals, explain available services, and build confidence in the advisory relationship.

• Lead new client setup by coordinating forms, account establishment, and required documentation for 403(b) participation.

• Partner with internal colleagues, advisors, and plan administrators to create a seamless experience from initial engagement through active account management.

• Evaluate client circumstances and present appropriate retirement and insurance-related solutions that align with individual goals and risk considerations.

• Educate clients on 403(b) plan provisions, contribution limits, employer-sponsored benefits, and other relevant planning concepts.

• Support retention and organic business growth by identifying additional services that match evolving client needs while maintaining a high standard of compliance.

• Keep licenses current and maintain precise records of account activity, transactions, and client communications in approved systems while adhering to applicable regulations.

Qualifications:

Compensation

$110,000.00-$135,000.00 Yearly

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