Wealth Management Relationship Manager

RELATIONSHIP MANAGER

Practice Partner • Client Advocate • Operations Leader

THE OPPORTUNITY

Many firms say they can manage your wealth. Few can create it. At BIP, we endeavor to do both.

While other firms focus on selling, we're relentlessly focused on the science of investing. We are a Wealth Creation Engine - propelled by a unique blend of science-based investment methodologies, a focus on technology innovation, and a deep commitment to openness and transparency. The BIP Wealth Creation Engine seeks to deliver smarter, more insightful strategies for the complex needs of our clients, and a more engaging, dynamic and rewarding client experience overall.

Position Summary: Reporting to the Chief Operating Officer and embedded within up to three Personal Wealth Advisor (PWA) practices, you will own the client experience end-to-end—anticipating needs, resolving complexity, and driving outcomes that deepen client relationships and grow the practice. If you thrive in a fast-paced, intellectually demanding environment where your judgment and initiative genuinely matter, this role was built for you.

Our Client Relationship Managers are central to that mission. This is not a support role in the traditional sense: you are a practice partner, the connective tissue between our advisors and the high net worth families who trust us with their financial futures.

WHAT YOU WILL OWN

Client Experience & Relationship Development

• Serve as the primary point of contact for up to 175 households, building trusted relationships that complement and extend the PWA’s practice
• Own the full client onboarding experience—from first contact through platform adoption—anchoring a standard of care where every client feels welcomed, informed, and confident
• Proactively identify meaningful touchpoint opportunities (life events, milestone dates) and bring them to your PWA’s attention with context and recommendations
• Field and resolve client inquiries with accuracy and urgency, escalating strategically when needed
• Identify wallet share and referral opportunities through ongoing client engagement, presenting qualified leads to your

Practice Strategy & Advisor Partnership

• Function as a strategic partner to up to three PWAs—anticipating practice needs, flagging risks, and actively contributing to the health and growth of each book of business
• Maintain real-time visibility into cash positions, billing cycles, and account activity across custodial platforms including Fidelity, Schwab, and Inspira
• Prepare PWA’s for client meetings with thorough briefing materials, account summaries, and relevant client context
• Facilitate private market investment processes from document preparation through execution—one of BIP’s most differentiated service offerings
• Coordinate seamlessly with CPAs, estate attorneys, and other professionals to implement advisor recommendations on behalf of clients

Operations & Process Excellence

• Execute custodian paperwork and money movement requests with precision and speed, maintaining a zero-NIGO standard through strong custodian relationships
• Serve as the practice’s data steward—maintaining clean, current records in SharePoint and BIOS, BIP’s proprietary CRM
• Identify inefficiencies and champion process improvements; develop tools and templates that scale the practice’s capacity without sacrificing quality
• Support client events and firm initiatives as a visible, engaged representative of the BIP brand

WHO YOU ARE

• A client-first professional who reads the room, communicates with clarity, and earns trust quickly
• A resourceful problem-solver who anticipates friction before it surfaces and takes ownership without being asked
• Detail-oriented and highly organized, capable of managing competing priorities across multiple advisor practices without dropping a thread
• Emotionally intelligent and composed under pressure—you bring calm to complexity
• A collaborative team member who measures success by the outcomes of the advisors and clients you serve
• Experienced in financial services (3+ years preferred) with a working command of Microsoft Office, Adobe, and e-signature platforms
• Familiar with Fidelity, Schwab, and/or Inspira Financial advisor interfaces—or eager to master them quickly
• A college degree is preferred; a track record of exceptional client outcomes speaks equally loudly

COMPENSATION & BENEFITS

• Competitive base salary commensurate with experience
• Revenue sharing for client referrals you generate
• Comprehensive benefits package
• Hybrid, flexible work environment
• Flexible PTO policy

BIP Wealth is an equal opportunity employer.