Wealth Management Relationship Manager

Requirements

• Securities licenses (SIE, Series 6, 7, 63)
• Broker-dealer operations knowledge (TOAs, accounts, cashiering)
• Success Measures
• Proactive advisor engagement
• Escalation resolution effectiveness
• Advisor satisfaction
• Reduction in recurring issues (NIGO)
• Contribution to process improvements
• Salary Range:
• $59,110.00 - $88,660.00
• Our Promise
• Inspire Well-Being
• Equal Employment Opportunity
• Accommodations
• Visa Sponsorship
• Guardian is not currently or in the foreseeable future sponsoring employment visas. In order to be a successful applicant. you must be legally authorized to work in the United States, without the need for employer sponsorship.
• Notice Regarding Guardian's Use of Artificial Intelligence in Recruitment
• Please be aware that if you apply for a specific position with Guardian, you will have the choice of opting out of Guardian's use of AI Tools during the job application process. If you would like to request an alternative process that does n

Benefits

Additional Information

The Relationship Manager (RM) serves as a strategic partner and primary point of contact for a select group of high-value financial advisors. This role delivers proactive, high-touch support, owns complex service and operational inquiries end-to-end, and ensures a seamless advisor experience. You will Build and maintain strong advisor relationships through proactive outreach Own escalations from initiation to resolution Coordinate cross-functional stakeholders (Operations, Compliance, Technology, etc.) Provide expertise on broker-dealer and advisory operations Identify trends and suggest process improvements Deliver clear, structured communication and follow-through Required Qualifications 3+ years of client service or relationship management experience NetX 360 or similar platform experience Financial services or broker-dealer experience Strong ownership and accountability Ability to manage complex issues and ambiguity Highly organized and detail-oriented Strong communication and collaboration skills

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