We’re seeking an experienced Client Relationship Manager (CRM) to serve as the quarterback for ultra-high-net-worth clients. This role is client-facing and fast-paced, acting as an embedded partner in managing the financial and day-to-day aspects of clients’ lives. The CRM is responsible for anticipating needs, driving execution, and ensuring seamless coordination across accounting, advisory, and external partners.
Responsibilities
Serve as the primary point of contact for UHNW clients, managing day-to-day financial and coordinating administrative needs
Oversee cash management, bill pay, and money movement across multiple accounts and entities
Review and communicate financial reports, budgets, and cash flow to clients
Coordinate and manage multiple entities, real estate holdings, and business interests
Ensure timely execution of client requests while maintaining accuracy and attention to detail
Act as the central hub between clients, advisors, CPAs, attorneys, and internal teams
Proactively identify issues, anticipate needs, and recommend solutions
Qualifications
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
Cash flow management and account oversight
Bill pay and transaction execution
Multi-entity structures and/or real estate holdings
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
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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.
