Relationship Manager
Reports to: Sr. Director of Staffing and Operations
Status: Exempt
Remote Role

As a Relationship Manager at Apollon Wealth Management, you will play a pivotal role in delivering top-tier wealth management services to our valued clients and financial advisors. You will work closely with the advisory team to ensure seamless operational execution, a consistently elevated client experience, and flawless alignment with the firm’s communication and service standards. This multifaceted role serves as both a strategic partner to the lead Financial Advisor/Partner and a trusted point of continuity for clients.
Key Responsibilities
Advisor & Client Support

Support the lead Financial Advisor/Partner, ensuring seamless operational execution and fostering client trust.
Schedule and prepare for complex client review meetings, including managing follow-up communications.
Provide general administrative support to the lead client-facing FA/Partner.

Client Relationship Management & Operations

Manage the new client and account onboarding process within the CRM and custodian platforms, ensuring accurate information gathering and documentation.
Maintain rigorous CRM data integrity, including timely documentation of client interactions and completion of tasks.

Client Experience & Strategic Communication

Elevate the personal client experience and support execution of the firm’s strategic communication plan.
Lead the planning, coordination, and execution of client engagement events such as lunch-and-learns, webinars, informational sessions, and speaker engagements.
Coordinate with outside vendors and partners to ensure flawless event delivery.
Lead and manage the monthly communication and marketing strategy for existing clients, including logistical coordination and follow-up tracking.
Manage the company’s professional LinkedIn presence and other social media activity; regularly update the team website.
Develop and implement internal and external team marketing strategies.

Skills and Experience:

Minimum of five (5) years of experience in a relevant professional field (financial services, marketing, corporate administration, or similar operations-heavy environments).
Primarily remote role with approximately one week per quarter of required in-office work in Maine; technology and equipment provided.
Familiarity with Salesforce preferred.
Working knowledge of custodial platforms (required).
Communication
- o Exceptional written and verbal communication skills for both internal coordination and external client interaction.
- o Excellent interpersonal skills and a polished, client-centric approach.

Technical Proficiency
- o Strong proficiency in Microsoft Office Suite, CRM software (Salesforce), and digital marketing platforms (e.g., LinkedIn).
- o Proficiency with financial software and tools.
Execution, Organization & Project Management
- o Proven ability to work independently, be self-directed, and manage multiple priorities simultaneously.
- o High attention to detail and strong commitment to timely task execution.
- o Strong organizational and project management skills to oversee concurrent client and marketing initiatives.
Demonstrated dedication to maintaining client confidentiality and trust.

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Relationship Manager