Series 65 Licensed Client Manager
Get new jobs like this one by email. Create a free account for job alerts and to save the jobs you like.
Job Summary
Managing the day-to-day operations of a wealth advisory practice, the remote Series 65 Licensed Client Manager will support a Managing Director by overseeing client engagements, follow-up processes, and relationship management for high-net-worth clients.
Key Responsibilities
- Serve as the primary point of contact for client requests, managing money movements, account changes, and escalating issues as necessary
- Own the meeting rhythm by preparing materials, logging notes, and ensuring timely follow-up on action items
- Conduct weekly account reviews and manage practice logistics, including client events and relationship tracking
Required Qualifications
- Active Series 65 (or equivalent) license
- Several years of experience in wealth management, RIA operations, or advisor support, preferably with high-net-worth clients
- Proficiency with portfolio and CRM tools, such as Black Diamond and HubSpot
- Strong judgment and attention to detail, with effective communication skills
- Familiarity with financial planning concepts for high-net-worth individuals is a plus
Complete Job Description
The complete job description is available to members. Premium membership includes:
Full access to 39,098 remote jobs from human-vetted companies, updated daily
Resume Builder - AI-powered tool to craft, enhance, and tailor your resume to a specific job
Twice-monthly live group coaching and the full Remote Career Center
20% member discount on Career Services
Backed by a 30-day money-back guarantee
Company Company Name
Headquarters Headquarters
Founded Founded
Website
The company description is available to members. Go Premium for full access to every job and company profile in our remote jobs database, backed by a 30-day money-back guarantee.
