Relationship Manager | East Bay RIA Firm

Description A well-established, independent RIA firm in the East Bay is seeking a Relationship Manager to join their collaborative, tight-knit team in the East Bay. This role is ideal for someone passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNERu2122 professional. Whether youu2019re enrolled in a CFPu00ae program or planning to start soon, this is an exceptional opportunity to learn, grow, and gain direct client-facing experience. Why Join: + Average team tenure of 8+ years u2014 people love working here + Beautiful office in a BART-accessible location + Strong emphasis on professional development: firm covers financial education and certifications + Team-first culture with a focus on quality, integrity, and making a real impact on clientsu2019 lives + Excellent retirement package, generous PTO, and covered commuting costs Key Responsibilities + Partner with the business development team to onboard new households and ensure a smooth transition of assets to the firm + Guide clients through account establishment, asset transfers, and related service requests + Execute distribution transactions, including monitoring and facilitating Required Minimum Distributions (RMDs) and tracking annual obligations + Liaise with custodial partners to complete account maintenance and servicing tasks + Escalate client matters to appropriate internal stakeholders and maintain thorough documentation of all interactions + Coordinate client meetings and investment review sessions for the Advisor + Maintain accurate and detailed client records within the CRM platform + Support client appreciation events and assist with special initiatives as needed Requirements + Bacheloru2019s degree from an accredited institution + 2u20133 years of experience within financial services, preferably in a client-facing capacity + Series 65 license preferred but not mandatory + Working knowledge of taxable and tax-advantaged account structures and their applications + Ability to collaborate effectively within a team while also operating independently + Strong written and verbal communication skills If you are interested in this role or other roles within RIA Firms in the East Bay, please send a message to Jennifer Fukumae on LinkedIn. Robert Half is the worldu2019s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app ( and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. u00a9 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking u201cApply Now,u201d youu2019re agreeing to Robert Halfu2019s Terms of Use ( and Privacy Notice (.

Created: 2026-03-04