The Role: Relationship Manager (RM)As a Relationship Manager, you will be at the heart of client relationships, working directly with a Managing Director and Wealth Advisors to deliver a seamless, high-touch client experience while supporting advisor productivity and growth. This Relationship Manager role is designed for a detail-oriented, client-facing professional who thrives at the intersection of client service, money movement, and operational execution. This is a career path in wealth management with opportunities to develop, grow, and advance in a nationally respected firm with a wonderful culture.What You'll DoPartner closely with Wealth Advisors and Managing Directors to support ongoing client relationships, delivering a professional and personalized experienceAssist with meeting preparation, follow-up, and ongoing client communicationSupport client onboarding, account maintenance, money movement and cash flow management, and suitability documentationResearch and help resolve complex client service and operational mattersParticipate in financial planning support, pipeline tracking, and client review preparationGain exposure to advisor workflows, planning conversations, and long-term relationship managementCollaborate with advisors and office leadership to support operational capacity across teams when neededWhat We're Looking ForMinimum of 3 years of financial services experiencePrior client-facing experience preferredExperience within wealth management, financial advisory, banking, trust,



or related financial services or client operations rolesHigh level of organization, attention to detail, and follow-throughAbility to manage multiple priorities in a quick‐paced, client‐driven environmentStrong communication skills, both verbal and writtenStrong operational and administrative support skills with the ability to anticipate advisor and client needsAbility to manage calendars, coordinate meetings, prioritize workflows, and maintain accuracy across multiple moving prioritiesSeries 65 registration or ability to obtain within a defined onboarding periodDesire to pursue the CFP designationWillingness to work in an office environment 5 days/weekBachelor's degree in Finance, Accounting, Economics, or related fieldProficiency in Microsoft Office; CRM experience (Salesforce or similar) preferredFamiliarity with Schwab and Fidelity custodial platformsWhy United Capital?Competitive compensation and comprehensive benefits packageMedical, dental, vision, life, and disability insuranceGenerous paid time off, holidays, and parental leaveRetirement plan with company matchDirect mentorship and exposure to senior leadership and advisorsA clear career path toward advisor development for high performersAll applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital status, or any other protected status.Applicants must be legally authorized to work in the United States without sponsorship #J-18808-Ljbffr

📌 Relationship Manager (North Dundas)
🏢 Top of Virginia Regional Chamber
📍 North Dundas