Series 65 Licensed Client Manager

Managing the day-to-day operations of a wealth advisory practice, the remote Series 65 Licensed Client Manager will support a Managing Director by overseeing client engagements, follow-up processes, and relationship management for high-net-worth clients. Key Responsibilities Serve as the primary point of contact for client requests, managing money movements, account changes, and escalating issues as necessary Own the meeting rhythm by preparing materials, logging notes, and ensuring timely follow-up on action items Conduct weekly account reviews and manage practice logistics, including client events and relationship tracking Required Qualifications Active Series 65 (or equivalent) license Several years of experience in wealth management, RIA operations, or advisor support, preferably with high-net-worth clients Proficiency with portfolio and CRM tools, such as Black Diamond and HubSpot Strong judgment and attention to detail, with effective communication skills Familiarity with financial planning concepts for high-net-worth individuals is a plus