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
Serve as the primary point of contact for clients and their professional teams.
Review and present personal financial statements, consolidated reporting packages, budgets, and cash flow projections.
Oversee day-to-day financial administration, including cash management, bill pay, money movement, insurance premiums, and tax payments.
Coordinate trusts, LLCs, operating businesses, commercial real estate, personal residences, and rental properties.
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.
Ensure timely, accurate execution of client requests while maintaining the highest level of service and discretion.
Qualifications
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.
Exceptional communication, relationship management, and problem-solving skills.
Ability to prioritize competing demands in a fast-paced, high-touch environment.
High degree of professionalism, discretion, and attention to detail.
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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.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V
Skills Required
- 5+ years of direct client-facing experience in a family office, business management, or UHNW client environment
- Proven ability to manage complex client relationships independently
- Hands-on experience with financial reporting and budgeting
- Hands-on experience with cash flow management and account oversight
- Hands-on experience with bill pay and transaction execution
- Strong ability to multitask and work in a fast-paced, high-touch environment
- Excellent communication skills with the ability to interface directly with clients and their advisors
Mariner Wealth Advisors Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mariner Wealth Advisors and has not been reviewed or approved by Mariner Wealth Advisors.
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Healthcare Strength — Health coverage is considered strong with medical, dental, and vision plans supported by wellness programs, HSA/FSA options, and telehealth. This breadth of healthcare support contributes meaningfully to perceived total compensation.
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Retirement Support — A 401(k) with company match is a core element and is viewed as a strong part of the package. Retirement benefits are positioned as competitive within the overall offering.
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Leave & Time Off Breadth — Paid time off, parental leave, and a set of paid holidays provide broad leave coverage. Reasonable work-life balance outside busy seasons further elevates the value of time-off benefits.
Mariner Wealth Advisors Insights
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.
