Join Our Team

We’re always on the lookout for talented individuals who are eager to make a difference and grow with us. Explore our current job openings and take the next step in your career with a company that values innovation, collaboration, and excellence.

Relationship Manager

This is a full-time role located in Westport, CT or White Plains, NY. As a Relationship Manager, you will be responsible for maintaining and building relationships with clients, as well as supporting the Financial Advisors on our team. The ideal candidate will be experienced enough to hit the ground running, and growth-oriented enough to learn new and evolving systems and processes. You should be passionate about the client experience: Building a strong rapport and level of communication with our clientele is imperative.

Qualifications:

  • Bachelor’s degree from accredited university or college
  • At least 3-5 years of experience in financial advisory services, wealth management, or a related field
  • Strong competency in Salesforce, Zoom, & Microsoft Office Suite, especially Excel
  • Excellent communication and interpersonal skills, with the ability to build and manage relationships with clients
  • Ability to become proficient in numerous investment platforms
  • A strong work ethic, attention to detail, and the ability to manage competing priorities and deadlines
  • The ideal candidate will be adept at taking initiative and excels at problem-solving
  • Experience working with Orion & eMoney a plus

Competitive Compensation
Full Time, 40 hours/week, generous benefits package