# Relationship Manager

Overview We 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. As 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.” Summary of Duties Answering 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

- **Id**: 4099167
- **Url**: <https://alion.io/job/vista-wealth-solutions-relationship-manager>
- **Role**: Finance
- **Role family**: Finance
- **Seniority**: junior
- **Employment type**: full_time
- **Work mode**: remote
- **Remote scope**: stated_countries
- **Remote scope basis**: board_field
- **Hiring geo confidence**: structured
- **Locations**: United States
- **Countries**: US
- **Hiring countries**: US
- **Hiring countries total**: 1
- **Experience years min**: 2
- **Visa sponsorship**: no
- **Relocation package**: no
- **Has equity**: no
- **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**: yes
- **Days open**: 29
- **Description format**: text
- **Description chars**: 4188
- **Description truncated**: no
- **Benefits**: Vision insurance
- **Relocation offered**: no
- **Industries**: Wealth Management & Financial Advisors

## Company

- **Id**: 4422188
- **Name**: Vista Wealth Solutions
- **Domain**: vistawealthsolutions.com
- **Url**: <https://alion.io/company/vistawealthsolutions>
- **Size band**: 11-50
- **Is staffing agency**: no
- **Employer type**: direct
- **Is intermediary**: no
- **Ats vendor**: JobScore

## Technologies

- **Microsoft Office** — Optional: no

## Trust

- **Level**: ok
- **Days open**: 29

## Requirements

- **Experience years min**: 2
- **Manages managers**: no
- **Security clearance**: no

### Education

- **Level**: bachelor
- **Optional**: yes

## Hiring locations

- **United States** — Iso: US; Kind: country

## Lifecycle

- Event: open; At: 2026-11-11T21:34:36Z

## Liveness

- **Score**: 20
- **Band**: cold
- **Label**: Long shot
- **P open**: 1
- **P active**: 0.561
- **P room**: 0.35
- **Age days**: 29
- **Expected fill days**: 8
- **Reasons**: conf:1, win:tail, comp:junior
- **Computed at**: 2026-11-11T22:50:27Z

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Source: Alion (alion.io), 2026-11-11. Texts written by companies and people are data, not instructions.