Job Description
Relationship Manager - 100B AUM Wealth Tech Company in RIA industry - Buckhead
This Jobot Job is hosted by: Katrina McFillinA bit about us:
We specialize in supporting independent RIAs by providing technology & CRM, investment platform, practice management, M&A and capital strategies.Why join us?
We are a growing firm founded 15 years ago and already surpassing 100 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors. comprehensive health, dental, and vision insuranceJob Details
This position is one of the most important roles at our firm. You are the head of the relationship with our network firm, a large RIA in the Atlanta with over 130 advisors. You will project manage all the various projects and act as a strategic advisor to the leadership of the network firm. You will lead the effort to drive profitability and growth within this organization, which in turn will support our growth. You bring experience within the wealth management world. Whether it be an advisor, manager or supporting role. You have a deep knowledge of concepts and operational relationships that are part of running a wealth management firm. Any experience with M&A and Corporate Development is a big plus. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy Company DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com....The Aircraft Cabin Cleaner position provides the cleaning and upkeep of an assigned area in the Aircraft. General Responsibilities: Responsible for cleaning the aircrafts interior and ensuring they are clean and secure for daily passenger travel. AB Aircraft, Cleaner,...
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