1000+ Best access Jobs in Atlanta, Georgia (May 2026) - page 16

Associate Relationship Manager

2 days ago

$115000 yearly

Atlanta

This Jobot Job is hosted by: Adrionna Roy Are you a fit? Easy Apply now by clicking the "Quick Apply" buttonand sending us your resume. Salary: $115,000 - $140,000 per year A bit about us: We are an independent, client‑focused financial services firm dedicated to helping individuals and families achieve clarity and confidence in their financial lives. Our team partners closely with clients to deliver thoughtful, personalized guidance across wealth planning, investment management, and long‑term financial strategy. We believe strong relationships are the foundation of everything we do. Our advisors and support teams work collaboratively to provide a high‑touch experience built on trust, responsiveness, and attention to detail. By combining disciplined processes with a people‑first approach, we help clients navigate complex financial decisions with confidence. Our culture values integrity, teamwork, and continuous improvement. We foster an environment where professionals are encouraged to grow, contribute ideas, and take pride in delivering exceptional service. Why join us? Meaningful client impact: Work closely with advisors to support long‑term client relationships and help deliver personalized financial solutions. Collaborative environment: Be part of a supportive, team‑oriented culture where your contributions are recognized and valued. Professional growth: Gain exposure to all aspects of the client relationship lifecycle with opportunities to build a long‑term career in wealth management. Stability and purpose: Join a firm that prioritizes thoughtful planning, disciplined processes, and doing what’s best for clients. Development and mentorship: Learn directly from experienced professionals and grow your skills in a structured, relationship‑focused role. If you’re detail‑oriented, client‑driven, and motivated by building strong relationships, this role offers the opportunity to make a meaningful impact while growing your career in a respected, people‑first organization. Job Details We’re Hiring: Associate Relationship Manager We are seeking an Associate Relationship Manager (ARM) who will work closely with our Relationship Management team. In this role, the ARM will support and collaborate with Relationship Managers to provide a first‑class experience to existing and prospective clients. The ARM will have direct client responsibility and must be able to maintain and cultivate strong networks with various functional teams within the firm, as well as with existing and prospective clients and their spheres of influence. The successful candidate will have demonstrated experience in investment management and will be a self‑starter with a proactive mentality and growth mindset. The candidate should be highly professional and possess excellent communication skills. This is an entrepreneurial organization with a successful track record of delivering consistent long‑term investment results through high standards and accountability, and we are looking for someone enthusiastic about working in this environment. There is opportunity to grow and succeed either within the Associate Relationship Manager role or along a defined trajectory toward becoming a Relationship Manager. Responsibilities The ultimate goal of this position is for the Associate Relationship Manager to assume comprehensive management of the day‑to‑day needs of the firm’s clients, allowing Relationship Managers to focus on client acquisition and retention. Success in the role is demonstrated by the ability to perform the following: Client and Prospect Meetings Lead and manage preparation for all client meetings Attend client meetings, prepare meeting summaries, and oversee follow‑up correspondence and next steps Initiate pre‑meeting huddles, collaborating with internal teams to deliver tailored client‑facing reports and presentations Collaborate with the Administrative Associate, Reporting Team, and IST Portfolio Analyst to review and verify client performance reports Financial Planning Perform and supervise data entry for eMoney financial plans, balance sheets, and other client forms Review Holistiplan reports and communicate recommendations to clients Create and review Implementation Plans to ensure strategies align with client goals Assist in developing estate planning recommendations Utilize Riskalyze with clients and prospects to assess risk tolerance Day‑to‑Day and Account Oversight Serve as liaison between Relationship Managers, Relationship Associates, and Administrative Associates for daily client management Monitor portfolios and recommend asset allocation adjustments aligned with client objectives Provide proactive tax‑related support in collaboration with clients’ CPAs Serve as liaison to the investment team and suggest appropriate opportunities for client participation in Private Capital Qualifications Bachelor’s degree 5+ years of experience in investment management or portfolio construction 3+ years of client‑facing experience Willingness to pursue CFP or other industry certification Ability to interpret financial data, monitor portfolios, and recommend investment strategies aligned with client goals Strong technology skills and proficiency Advanced Excel skills Proficiency with eMoney, Addepar, RedBlack, Box, Salesforce, and NetX360 strongly preferred (or experience with similar systems) Competencies While there are multiple ways to perform a role effectively, the following competencies are expected to contribute to success in this position: Professional and Courteous Maintains strict confidentiality Interacts professionally and positively with clients and colleagues Contributes positively to the team environment Emotional Intelligence and Interpersonal Skills Effectively reads and responds to interpersonal cues Builds strong relationships through adaptability and awareness Organized and Productive Manages tasks and projects efficiently Handles competing priorities without missing deadlines Maintains a proactive, detail‑oriented approach Calm Under Pressure Performs effectively in a fast‑paced environment Maintains service quality while problem‑solving new challenges Adaptable and Reliable Adjusts well to changing priorities Shifts focus as needed throughout the day Consistently arrives prepared and on time Compensation We offer a competitive compensation package, including a strong base salary and comprehensive benefits. Company Overview We are a boutique wealth management firm overseeing several billion dollars in Assets Under Advisement and continuing to grow. Built on integrity and a fiduciary standard of care, the firm attracts highly driven professionals who value long‑term client relationships and results. The culture emphasizes collaboration, diversity, excellence, and lifelong learning, creating an environment where motivated individuals can thrive. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" 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

Access jobs in Atlanta, Georgia - Page 16Create job alerts

Popular jobs searches in Atlanta, Georgia

Popular access jobs locations