{"id":4099167,"url":"https://alion.io/job/vista-wealth-solutions-relationship-manager","title":"Relationship Manager","company":{"id":4422188,"name":"Vista Wealth Solutions","domain":"vistawealthsolutions.com","url":"https://alion.io/company/vistawealthsolutions","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"JobScore","truth_index":null},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"board_field","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":null,"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-13T14:33:01Z","employer_posted_date":"2026-10-14","last_verified_at":"2026-11-11T21:34:36Z","board_verified":true,"closed_at":null,"days_open":29,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":29},"description":"Overview\nWe are a fast-growing, boutique wealth management firm in Radnor. We are hiring a Relationship Manager to join our team as an integral member of our expanding financial advisory team. The company’s core values include Honesty & Integrity, Get Things Done, Team Player and Getting Better Every Day.\nAs a Relationship Manager, you will work closely with one of the most seasoned advisors on our team where your focus will be keeping that advisor organized and prepared for all client meetings. This includes regular correspondence between you and the client(s) to ensure all requested documents are collected and used in coordination with one of our various software’s. You will also have many key relationships with internal and external support teams. This position also requires client facing meetings where detailed notes and the next steps delegated internally and externally are integral to being successful in this role. This role reports to the “Director of Wealth Management Operations.”\nSummary of Duties\nAnswering inbound phone calls/emails or making outbound calls/emails with updates on service requests (e.g., scheduling follow-up calls with financial advisors and internal team as needed)\nAnswering general non-investment related questions concerning client accounts, including relaying stock positions, and providing account balances\nManaging the advisor’s calendar including coordinating meetings with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)\nSchedule client and internal preparation meetings\nCoordinate asset transfers and rollovers for existing accounts\nCollaborating with advisors and 3rd party teams to request or run investment and insurance illustrations/proposals\nExecuting money movement transactions at the request of the client and/or financial advisor team\nEnter and maintain client information in our CRM and client files\nPre-fill account documentation on client accounts and/or documents\nEducating or enrolling clients in digital tools (eMoney, Investor360, DocuSign, ePay)\nOnboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or the financial advisor or new business team\nEnter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the financial advisor\nAssist the financial advisors in implementing their client service model\nDeliver white-glove service and maintain long-term client relationships\nRemaining current on all policies, procedures, and new platforms\nPerform special projects and duties as assigned\nCandidate Qualifications\nCollege Degree\nActive Series 7, and Series 66 or Series 63 and Series 65 preferred\nTwo or more years of industry experience preferred\nKnowledge/Skills\nMust be very organized and detail oriented with strong follow-through and ability to work efficiently on time sensitive matters\nExceptional written and verbal communication skills required\nExceptional client service skills\nMust be computer literate and proficient with MS Office Suite and Adobe Acrobat Pro with the ability to quickly learn new programs and platforms\nCritical thinking, attention to detail and multi-tasking skills required\nPassion for working collaboratively and building long-term client relationships\nKnowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts preferred\nDetail orientated with superior organizational skills and ability to prioritize\nStrong time management skills\nTeam player with the ability to collaborate with others\nAbility to work in a fast-paced, evolving environment\nAdaptable and ability to multitask\nGoal oriented, self-motivated and results driven\nCompensation\nStarting Salary: $70,000/year\nBonus Potential: Up to 5% annually based on team goals PLUS an additional up to 10% annually based on individual performance.\nBenefits\n401(k) with match\nHealth, Dental & Vision Insurance offered\nLong Term Disability\nGenerous paid time off\nEducation/License/Training Reimbursement\nBonus potential up to 15% of salary","description_format":"text","description_chars":4188,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":true},"security_clearance":false,"languages":[]},"benefits":["Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-11T21:34:36Z"}],"visa":[],"liveness":{"score":20,"band":"cold","label":"Long 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