Relationship Manager – Remote, Flexible Schedule

Location: Los Angeles, California (U.S.) – fully remote. Position: Senior (10+ years of experience). Compensation: Base salary $125,000–$140,000 plus bonus opportunities, full medical/dental/vision, 401(k) and other benefits.

Job Summary: Responsible for managing a portfolio of high-net-worth private, family office and institutional clients. Design, present and monitor financial, investment, insurance and risk‑management solutions from a location that is remote and flexible. Monitor client performance and regulatory compliance in a changing environment.

Key Responsibilities: - Own a balanced portfolio of client engagements and meet quarterly revenue goals. - Build and maintain trust‑based relationships with private families, trusts and institutional investors. - Provide integrated wealth‑planning, investment, insurance and risk‑coverage recommendations. - Coordinate with advisors, market analysts and compliance teams for client alignment. - Maintain confidential client records and adhere to regulatory and risk‑assessment standards. - Stay current with regulatory changes, financial market trends and best practices.

Qualifications: - Bachelor’s degree in finance or related field, or equivalent experience. - Minimum 10–12 years in relationship or wealth management with proven client growth. - Strong analytical, strategy‑development and portfolio‑management skills. - Excellent verbal and written communication, client‑service orientation and adept problem‑solving. - Experience navigating regulatory environments such as the U.S. SEC, FINRA, and AML frameworks.

Benefits: Medical, dental and vision coverage; retirement savings plan; paid day‑offs; flexible work hours; remote‑work setup and resources.

Apply today to become a key contributor to a result‑focused, client‑centric team that delivers measurable financial outcomes.