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Client Relationship Manager


This is a Contract position in Los Angeles, CA posted November 24, 2021.

AdvicePeriod is a rapidly growing SEC-registered investment advisor (RIA), with the mission to reinvent wealth management by integrating new advisory services, leveraging the best in RIA technology.

At AdvicePeriod, our culture drives our business. Since being ranked the #1 Place to Work in Los Angeles in 2016, we’ve grown from a single office to 13 locations nationwide. As a national network of like-minded advisors, we are proud to be named one of Inc. Magazine’s Best Workplaces 2018.

We are committed to building the wealth management firm of the future and that starts with attracting and retaining the best people in the industry. We are currently seeking a Client Relationship Manager to join our growing team.

What you do:

As a Client Relationship Manager, you will work closely with the clients and representatives for all personal and business financial and accounting related needs. You are accountable for working with the team to make sure all deliverables are accurate and timely. Deliverables include overseeing daily bill pay, budgeting, forecasting, coordinating with the Accounting Manager on financial reporting, and any other financial and personal related projects. Successful candidates will need to be extremely detail-oriented, organized and welcome the opportunity to work in a fast-paced environment where we are building the firm of the future.

Your Responsibilities:

  • Accountable for being the main point of contact for UHNW clients
  • Manage the clients and representatives for all personal and business financial and accounting related needs
  • Overseeing daily bill pay, budgeting, forecasting, and coordinating with the Accounting Manager on financial reporting
  • Identifying opportunities to add value and create efficiencies in the clients’ financial lives
  • Work with the Advisor and other members of the family office team to provide timely and accurate deliverables
  • Onboarding new clients by organizing and understanding client’s financial picture

What You Bring:

  • Bachelor’s Degree required. Demonstrated related experience may substitute for preferred education.
  • Minimum of 6 years of experience in Business Management or Family Office experience required.
  • CPA Designation or other similar license required. Some combination of an advanced degree, designations and certifications encouraged (CFP, CFA, MBA, etc.).

What We Offer:

  • Competitive salary, team-based incentive plan, 401(k), and medical/dental/vision benefits
  • Financial support for approved designations and courses
  • Training through company-sponsored events
  • An Inc. Best Workplace and Entrepreneur Top Culture environment
  • Mentorship opportunities

AdvicePeriod provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.