Client Relationship Manager

🕒 April 30

🇺🇸 United States – Remote

💵 $115k - $135k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Mariner

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🤝 B2B

💰 $75M Debt financing on 2022-02

Finance • B2B

Mariner is a national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, advisors, and businesses. The firm offers integrated solutions including wealth planning, tax planning and preparation, estate and trust services, insurance solutions, retirement plan services, institutional cash management, and valuation and advisory services. Mariner supports advisors with in-house teams and serves a range of client segments—executives, professional athletes, medical and dental professionals, and business owners—focusing on fiduciary advice and collaborative, sophisticated wealth strategies.

📋 Description

• Serve as the primary point of contact for UHNW clients, managing day-to-day financial and coordinating administrative needs • Oversee cash management, bill pay, and money movement across multiple accounts and entities • Review and communicate financial reports, budgets, and cash flow to clients • Coordinate and manage multiple entities, real estate holdings, and business interests • Ensure timely execution of client requests while maintaining accuracy and attention to detail • Act as the central hub between clients, advisors, CPAs, attorneys, and internal teams • Proactively identify issues, anticipate needs, and recommend solutions

🎯 Requirements

• 5+ years of direct client-facing experience in a family office, business management, or UHNW client environment • Proven ability to manage complex client relationships independently • Hands-on experience with financial reporting and budgeting • Cash flow management and account oversight • Bill pay and transaction execution • Multi-entity structures and/or real estate holdings • Strong ability to multitask and work in a fast-paced, high-touch environment • Excellent communication skills with the ability to interface directly with clients and their advisors

🏖️ Benefits

• We believe in giving associates progressive opportunities • Actively nurturing professional growth • Giving back to the community • A diverse culture where everyone has the support they need to achieve their career goals • An innovative workplace that fosters camaraderie, teamwork, and work-life balance