{"id":1262231,"url":"https://alion.io/job/mariner-client-relationship-manager","title":"Client Relationship Manager","company":{"id":716183,"name":"Mariner","domain":"marinerwealthadvisors.com","url":"https://alion.io/company/marinerwealthadvisors","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Ashby","truth_index":{"grade":"B","score":78,"open_postings":9,"ghost_share":0,"stale_share":0.889,"repost_share":0,"time_to_fill_p50_days":25,"computed_at":"2026-10-01T05:45:00Z"}},"role":"Legal","role_family":"Legal","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Los Angeles, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":115000,"max":135000,"currency":"USD","period":"year","gross":null,"usd_annual":135000},"salary_estimate":null,"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-09-25T18:15:49Z","employer_posted_date":"2026-09-25","last_verified_at":"2026-10-01T23:34:35Z","board_verified":true,"closed_at":null,"days_open":6,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":6},"description":"We are seeking an experienced Client Relationship Manager (CRM) to serve as the primary point of contact for ultra-high-net-worth clients. This is a highly client-facing role requiring strong financial proficiency, exceptional organizational skills, and the ability to manage the day-to-day financial and administrative complexities of a client's world.\nThe CRM serves as the quarterback for the relationship, coordinating with clients, advisors, CPAs, attorneys, bankers, insurance professionals, property managers, and household staff to ensure seamless execution and an exceptional client experience.\nResponsibilities\nServe as the primary point of contact for clients and their professional teams.\n\nReview and present personal financial statements, consolidated reporting packages, budgets, and cash flow projections.\n\nOversee day-to-day financial administration, including cash management, bill pay, money movement, insurance premiums, and tax payments.\n\nCoordinate trusts, LLCs, operating businesses, commercial real estate, personal residences, and rental properties.\n\nPartner with advisory, tax, and estate planning teams to support liquidity planning, tax compliance, and implementation of planning strategies.\n\nMonitor client activity, proactively identify issues, and drive solutions to completion.\n\nEnsure timely, accurate execution of client requests while maintaining the highest level of service and discretion.\n\nQualifications\n5+ years of client-facing experience in a family office, business management, accounting, or wealth management environment.\n\nExperience managing complex high-net-worth or ultra-high-net-worth client relationships.\n\nStrong understanding of personal financial statements, cash flow reporting, budgeting, and financial analysis.\n\nExperience working with multiple entities, trusts, real estate holdings, and business interests.\n\nWorking knowledge of cash management, bill pay, money movement, and financial administration.\n\nExceptional communication, relationship management, and problem-solving skills.\n\nAbility to prioritize competing demands in a fast-paced, high-touch environment.\n\nHigh degree of professionalism, discretion, and attention to detail.\n\nWe welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.\nBy submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.\nEOE M/F/D/V","description_format":"text","description_chars":2772,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-09-25T20:50:18Z"}],"liveness":{"score":85,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.845,"p_room":1,"age_days":5,"expected_fill_days":25,"reasons":["conf:6","win:early"],"computed_at":"2026-10-01T05:45:00Z"},"pay":{"stated_usd_annual":135000,"is_top_pay":false},"html_url":"https://alion.io/job/mariner-client-relationship-manager","json_url":"https://alion.io/job/mariner-client-relationship-manager.json","meta":{"generated_at":"2026-10-02T02:18:09Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":3077,"day_limit":5000,"remaining_today":1923,"minute_limit":60,"resets_at":"2026-10-03T00:00:00Z"}}}