Mariner Wealth Advisors
Client Relationship Manager
United States
Sponsorship not specifiedDetected 84 days ago
CRMAccountingBudgetingTaxCommunicationProblem SolvingOrganizational Skills
About the role
- We are seeking an experienced Client Relationship Manager (CRM) to serve as the primary point of contact for ultra-high-net-worth clients. This is a highly client-facing role requiring strong financial proficiency, exceptional organizational skills, and the ability to manage the day-to-day financial and administrative complexities of a client's world.
- The CRM serves as the quarterback for the relationship, coordinating with clients, advisors, CPAs, attorneys, bankers, insurance professionals, property managers, and household staff to ensure seamless execution and an exceptional client experience.
Responsibilities
- Partner with advisory, tax, and estate planning teams to support liquidity planning, tax compliance, and implementation of planning strategies.
- Monitor client activity, proactively identify issues, and drive solutions to completion.
Requirements
- 5+ years of client-facing experience in a family office, business management, accounting, or wealth management environment.
- Experience managing complex high-net-worth or ultra-high-net-worth client relationships.
- Strong understanding of personal financial statements, cash flow reporting, budgeting, and financial analysis.
- Experience working with multiple entities, trusts, real estate holdings, and business interests.
- Working knowledge of cash management, bill pay, money movement, and financial administration.
- Ability to prioritize competing demands in a fast-paced, high-touch environment.
- High degree of professionalism, discretion, and attention to detail.
- This is a highly client-facing role requiring strong financial proficiency, exceptional organizational skills, and the ability to manage the day-to-day financial and administrative complexities of a client's world.
- Exceptional communication, relationship management, and problem-solving skills.
- #LI-Remote
- We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
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