Financial Advisory - Relationship Manager

What You’ll Do

• Lead client relationship management efforts, ensuring a high-touch, proactive service model that deepens trust and retention
• Oversee end-to-end client onboarding, including account setup, asset transfers, and coordination with custodians and internal operations teams
• Manage complex client service activities, including account maintenance, transactions (wires, transfers, checks), and issue resolution
• Partner closely with Lead Advisors and Managing Directors to review financial planning assumptions, portfolio strategies, and client recommendations
• Supervise portfolio implementation activities, including asset allocation, rebalancing, and trade execution in partnership with the Lead Advisors
• Review and approve client deliverables, including performance reports, financial materials, and presentations
• Drive CRM and portfolio management system integrity, ensuring all client data, documentation, and compliance records are accurate and up to date
• Act as a senior point of contact for clients, handling advanced inquiries and providing guidance on account access, reporting, and investment-related questions
• Participate in client meetings, delivering insights, and strengthening relationships
• Identify process improvements and efficiencies, partnering with Operations and Leadership to enhance scalability and service delivery
• Ensure adherence to compliance standards, maintaining audit-ready client files and regulatory documentation

What You Bring

• Proven ability to lead client relationships and deliver a high-caliber client experience in a wealth management or financial advisory environment
• Strong expertise in investment operations, account administration, and client lifecycle management
• High attention to detail and commitment to compliance, documentation, and operational excellence
• Advanced organizational skills with the ability to manage competing priorities, ensure accuracy, and drive accountability
• Deep familiarity with custodians, CRM systems, and portfolio management platforms
• Strong analytical capabilities with experience supporting or contributing to financial planning and portfolio construction
• Exceptional communication and presentation skills, with confidence engaging directly with clients and senior stakeholders
• A proactive, solutions-oriented mindset with a strong sense of ownership
• Demonstrated interest in continued professional growth and contributing to the strategic direction of the advisory practice

Benefits to Support You

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values

• Serve
• Make it Happen
• One team