Relationship Manager - RIA
tritonpoint wealthChevy Chase (MD)
Relationship Manager - RIA
Posted today
tritonpoint wealthChevy Chase (MD)
SENIORITY
Senior
About the role
Job Description:
- Job Description CAREER OPPORTUNITYRelationship Manager
- TritonPoint WealthChevy Chase, MDFull-Time On-Site
- Relationship Management & Client Service
TritonPoint Wealth is an independent private wealth management firm serving high-net-worth individuals, families, trusts, and foundations. Guided by the principle "You. First. Always," our team delivers sophisticated investment management and financial planning. We are seeking an experienced Relationship Manager to join our organization.
THE ROLEAbout the Position:
Join us as a Relationship Manager, partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This role offers a clear career path in wealth management with strong opportunities for development and advancement at a firm known for its collaborative culture.
RESPONSIBILITIES: Key Responsibilities
- Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing.
- Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks.
- Providing direct support to Wealth Advisors in daily aspects of client service, advising, and financial planning.
- Developing in depth understanding of portfolio construction and risk management.
- Coordinating timely investment process of new client accounts within internal guidelines.
- Contribute to business development efforts and help identify new client opportunities.
- Maintain accurate, organized client records across all systems, ensuring data integrity and compliance.
- Responsibility for client data in various internal systems including the firm's portfolio management database (Addepar).
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
WHAT WE'RE LOOKING FOR: Preferred Qualifications
- Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred).
- Minimum of two years' experience in the financial services industry preferred.
- 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
- Professional Financial Designation (CFP, CFA, or Series 65) preferred.
- Strong communication skillswith a genuine passion for helping others achieve their financial goals.
- Excellent written and verbal communication skills.
- Strong organizational, analytical, and interpersonal skills.
- Ability to collaborate and excel in a fast-paced, team environment.
- Proficiency with technology and willingness to learn financial planning software and CRM systems.
- Detail-oriented approach with strong analytical and problem-solving abilities.
COMPETENCIES: Core Competencies
Client-First Mindset: Genuine care for clients; prioritizes their experience in every interaction.
Precision & Accuracy:
Manages complex relationships and multi-step processes with meticulous attention to detail.
Resilience & Follow-Through:
Persistent in seeing tasks to completion even when facing delays or friction. Collaborative SpiritWorks effectively across advisor teams, operations, and custodians.
Proactive Communication: Anticipates needs and provides timely updates without being prompted.
Adaptability:
Embraces new tools and responsibilities with enthusiasm in a fast-growing firm. WHY JOINWhy TritonPoint Wealth?
Growth & Expertise:
Work alongside experienced advisors serving high-net-worth clients in an independent, growth-oriented firm. Dynasty Network AccessFull ecosystem of Dynasty Financial Partners - resources, technology, community, and network support.
Best-in-Class Technology: Work with Addepar, eMoney, and a continuously evolving technology stack.
Culture of Integrity:
A team built on trust and a genuine commitment to "You. First. Always."TritonPoint Wealth LLC5404 Wisconsin Avenue, Suite 330 Chevy Chase, MD 20815 TritonPoint Wealth LLC is registered as an investment adviser with the SEC.
Company Description:
TritonPoint Wealth is an independent private wealth management firm offering a unique blend of investment management and financial planning capabilities to individuals, families, trusts, foundations, and non-profit organizations. Our mission is to help our clients navigate their financial lives with confidence.
Company Description:
TritonPoint Wealth is an independent private wealth management firm offering a unique blend of investment management and financial planning capabilities to individuals, families, trusts, foundations, and non-profit organizations. Our mission is to help our clients navigate their financial lives with confidence.
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