Relationship Manager at RIA - 1 day onsite

Description Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Relationship Manager Wealth Management Firm East Bay Hybrid; 1 day a week Join a well-established Registered Investment Advisory firm with an exceptional reputation and a loyal client base. This is a team where people stay for the long haul, collaboration is real, and your work genuinely matters. Youu2019ll enjoy strong work-life balance, competitive compensation with annual increases, generous PTO, comprehensive health benefits, a 401(k) with safe harbor and profit sharing, covered commuting costs, and discretionary bonuses. Itu2019s a place where youu2019re valued and set up to grow. Responsibilities + Partner with the sales team to onboard and transition new clients + Open accounts, manage asset transfers, and handle ongoing service requests + Process distributions and support RMD tracking + Work closely with the firmu2019s custodian on account servicing + Coordinate client meetings and portfolio reviews + Maintain accurate CRM records and follow up on client needs + Support client events and special projects For fastest consideration, reach out to Michelle Espejo via email or LinkedIn. Requirements + Bacheloru2019s degree + 3u20136+ years of client-facing experience in wealth management + Series 65 is a plus + Understanding of taxable and non-taxable accounts + Strong communication skills and attention to detail + Tech savvy with CRM and Microsoft Office + Organized, proactive, and comfortable handling confidential information Interested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market. 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: 2026-03-16