We’re seeking a highly skilled Client Relationship Manager (CRM) to serve as the day-to-day quarterback for ultra-high-net-worth clients, ensuring seamless coordination across accounting, advisory, and internal teams. The CRM is accountable for maintaining client trust by anticipating needs, aligning resources, and consistently delivering high-impact services.
Responsibilities
Lead UHNW client relationships as the primary point of accountability
Ensure timely, accurate, and effective execution of daily client tasks
Define and manage how the client’s financial activities are monitored and reported
Align firm services with client goals and priorities
Manage onboarding for new clients, creating a smooth transition and strong foundation
Anticipate evolving client needs and proactively recommend solutions
Collaborate with Advisors and the broader team to ensure seamless communication and coordinated execution
Qualifications
5+ years of client-facing experience in financial services, family office, business management or related fields
Strong analytical, strategic, and problem-solving skills
Exceptional organizational and communication abilities
Comfortable managing complex relationships and high-touch client service
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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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What We Do
Mariner Wealth Advisors is a leading national wealth advisory firm. Mariner’s wealth advisory teams help clients achieve & maintain financial peace of mind – preserving the wealth they have created & building a legacy for future generations of family & business leaders. To do so, we provide holistic, innovative & client-focused solutions. We bring together talented resources, innovative offerings & proactive advice with a single purpose in mind – to deliver confidence to our clients so they can focus on what’s most important. Our clients include individuals, families & institutions. Our wealth solutions include: • Wealth planning • Investment advisory services • Multi-generational wealth planning • Risk Management • Philanthropy • Executive compensation planning • Business succession planning • Family office services • Retirement planning To learn more about us, please visit marinerwealthadvisors.com.
