Client Relationship Manager - Wealth Management

About the role

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.

Requirements

• Bachelor’s degree in finance, business, economics, or a related discipline, or comparable relevant experience.
• Active financial services licenses such as Series 6 or 7, Series 63 or 66, and/or Life and Health Insurance licensure.
• At least 4 years of experience in financial services, banking, wealth management, or a closely related field.
• Demonstrated success managing and expanding client relationships through consultative service and trusted guidance.
• Hands-on experience with account opening, client onboarding, documentation handling, and service request processing.
• Strong understanding of retirement products, financial planning fundamentals, investment concepts, and industry regulations.
• Familiarity with 403(b) plans and the needs of educators, school employees, or other public-sector participants is strongly preferred.
• Experience using CRM or financial planning platforms such as Redtail, Salesforce, Wealthbox, or similar systems is a plus.

Qualifications

• Bachelor’s degree in finance, business, economics, or a related discipline, or comparable relevant experience.
• At least 4 years of experience in financial services, banking, wealth management, or a closely related field.
• Demonstrated success managing and expanding client relationships through consultative service and trusted guidance.
• Hands-on experience with account opening, client onboarding, documentation handling, and service request processing.
• Strong understanding of retirement products, financial planning fundamentals, investment concepts, and industry regulations.
• Familiarity with 403(b) plans and the needs of educators, school employees, or other public-sector participants is strongly preferred.
• Experience using CRM or financial planning platforms such as Redtail, Salesforce, Wealthbox, or similar systems is a plus.

Skills

• Strong relationship-building ability.
• A solid grasp of regulatory standards.
• A service-oriented approach to long-term client support.
• Hands-on experience with account opening, client onboarding, documentation handling, and service request processing.
• Strong understanding of retirement products, financial planning fundamentals, investment concepts, and industry regulations.
• Familiarity with 403(b) plans and the needs of educators, school employees, or other public-sector participants.
• Experience using CRM or financial planning platforms such as Redtail, Salesforce, Wealthbox, or similar systems.

Benefits

Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

Pay

$110,000 - $135,000 USD / Yearly

Schedule

Ongoing

Contact

If your profile matches the above criteria, please add me on LinkedIn and email me directly, Trishan Khareghat

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- Rye, NY - onsite - Permanent / Full Time - 110000 - 135000 USD / Yearly -

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.

- 2026-06-24T00:00:00Z