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The Wealth Client Relationship Manager manages relationships with high-net worth clients, supports financial goals, provides client service, and guides in financial planning and asset management.

Manage and deepen relationships with high-net-worth clients while serving as their primary financial contact. Develop tailored investment and retirement strategies, act as a fiduciary, collaborate with internal specialists, and grow an advisory practice through relationship expansion and sales performance. The role requires extensive wealth management experience, financial planning expertise, securities licenses, and insurance licensing.

Create high-quality, compliant goal-based financial plans for wealth management clients, support advisors via Advice and Planning Helpdesk (email/phone), review plans for quality, assist with planning tools, respond to advisor questions, and occasionally lead small projects.

Provide in-person and virtual financial planning and product advice for retirement plan participants. Recommend and facilitate purchases (annuities, mutual funds, IRAs, 403b, insurance), execute transactions, apply tax and investment strategies, build institutional relationships, and collaborate across teams to support client goals.

Partner with affluent clients to identify financial goals, analyze their financial picture, and recommend tailored investment and retirement solutions. Build and deepen long-term client relationships, communicate complex strategies clearly, and grow your book through referrals. Obtain required licenses and maintain regulatory registrations.

The Wealth Management Client Relationship Manager partners with advisors to enhance client relationships, manage a book of clients, and support financial planning implementation.

Acts as a liaison among engineering, operations, and business stakeholders to execute product strategy. Manages and prioritizes the product backlog, creates user stories with Product Managers, and authors product lifecycle documentation including roadmaps, business requirements, and functional specifications. Participates in sprint planning, modernization and integration efforts, market research, competitive analysis, and iterative product development.

Leads application production support across the full technology stack, overseeing troubleshooting, deployment, development, observability, availability, reliability, capacity, and resiliency. Partners with business users, developers, cybersecurity, and infrastructure teams to meet application demands. Develops tooling and application enhancements while managing disaster recovery, high availability, and cloud resiliency. Experience in asset management or global investment banking is relevant.

Reviews AI-flagged contact center calls for compliance concerns, applies standardized dispositions, documents findings in CMA, escalates issues, and completes evaluations within deadlines. Supports compliance risk assessments, audits, corrective action plans, policy updates, employee training, regulatory research, and compliance reporting. The role requires strong analytical, organizational, communication, judgment, and issue-spotting skills, with attention to financial services regulations and risk-monitoring practices.

Develop, deploy, and troubleshoot cloud-based applications across SaaS/PaaS/IaaS. Build and optimize ETL/ELT workflows and data warehousing on Snowflake and AWS, integrate cloud applications via APIs, and collaborate with project managers to deliver solutions.