Job Description
One of our top software wealth management clients is looking for a Client Manager to join their dynamic team. The Client Manager's responsibility will be to connect with prospective clients, understand their financial goals, and match them with the most suitable advisor in the company's network. The Client Manager will play a crucial role in fixing a broken financial advisory system and helping clients make better financial decisions while working with a company that truly puts integrity and the consumer first.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national o...