Relationship Manager

About the role

Strategy Financial Group is an independent financial services firm dedicated to building long-term, trusted relationships with clients. We take a thoughtful, personalized approach to financial planning, combining strategy, clarity, and genuine care. We are seeking a Relationship Manager to join our growing team and support our lead Financial Advisor in delivering exceptional, high-touch client experiences.

Responsibilities

• Prepare and assist with customized financial plans and supporting materials
• Support client and prospect meetings through data gathering, reporting, and follow-up documentation
• Manage life insurance and long-term care applications from submission through issuance
• Maintain accurate client records, reports, and compliance-related documentation
• Provide proactive, high-quality client service and clear, timely communication
• Partner closely with the Financial Advisor to ensure a smooth, professional client experience from start to finish

Requirements

• 2+ years of experience in relationship management, client service, financial processing, or a similar support role
• Strong organizational skills with a high level of attention to detail
• Clear, professional communication skills, written and verbal
• Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint)
• Bachelor’s degree preferred, but not required

Qualifications

• A client-first mindset and pride in delivering excellent service

Skills

• Enjoy being the trusted point of contact clients rely on
• Take pride in being organized, prepared, and detail-oriented
• Communicate clearly and professionally, and follow through consistently
• Like supporting others and being an essential part of a high-functioning team
• Feel energized by helping people understand complex information with confidence
• Proactive, thoughtful, and calm under pressure
• Value long-term relationships and doing work that truly matters to clients

Benefits

• Market-competitive compensation
• Weekly half-day Fridays, supporting work–life balance
• A culture of trust, autonomy, and ownership
• A professional, collaborative, and people-first environment
• A stable, growing firm with long-term career opportunity

Pay

Salary Range: $55,000–$75,000 annually

Schedule

Full-time, on-site role