Relationship Manager

Relationship Management Opportunity in Financial Services

Relationship Manager

Location(s):

Bethlehem, PA: 74 West Broad Street, Suite 320 Bethlehem, PA 18018

Wayne, PA: 175 Strafford Avenue, Suite 300 Wayne, PA 19087

Wynnewood, PA: 308 East Lancaster Avenue, Suite 300 Wynnewood, PA 19096

Osaic has returned to the office on a hybrid schedule requiring a minimum of 2 - 5 days weekly in the office. Applicants located must be willing to work this schedule.

Osaic is not considering remote candidates at this time.

Role Type: Full time

Salary: $60,000 – $90,000 per year + annual performance-based bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.

Summary

CW Advisors is seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth individuals, families, and institutions. This role plays a key part in managing client relationships, coordinating account administration, and preparing client communications and reports. The ideal candidate is highly organized, collaborative, and committed to delivering a high-touch client experience within a fast-

growing wealth management firm.

Responsibilities

Provide exceptional client service by responding to client inquiries, troubleshooting issues, and serving as a liaison between clients, Wealth Managers, and internal teamsSupport Wealth Managers in maintaining strong client relationships and delivering a high-touch client experiencePrepare client reports, meeting materials, and presentations for client meetingsCoordinate meeting logistics and ensure all required documentation and compliance materials are prepared in advanceManage and maintain accurate client information within internal systems and CRM platformsPrepare, submit, and track client paperwork and account documentation with custodiansAssist with the preparation of quarterly statements and client communicationsResearch and respond to service requests received through email, phone calls, or internal tasks from Wealth ManagersCoordinate with custodians such as Fidelity and Schwab to support account servicing needsAssist with firm-wide initiatives and projects related to compliance, data integrity, reporting, and billingCollaborate closely with team members within a team-based client service structure

Education Requirements

Bachelor's degree is preferred

Basic Requirements

1–3 years of experience in financial services, wealth management, or a client service environmentStrong written and verbal communication skills with professional presenceExceptional attention to detail and strong organizational skillsAbility to manage multiple priorities in a fast-paced advisory environmentAbility to work effectively in a collaborative, team-oriented environmentPassion for delivering high-quality, “white-glove” client serviceProficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe AcrobatHigh degree of integrity, discretion, and client-first mindsetProficiency in Microsoft Office; comfort learning financial planning and CRM systems (e.g., Salesforce)Interest in developing a long-term career in wealth management, either within Client Services or on the path to becoming an Advisor

Preferred Requirements

Familiarity with CRM systems and financial reporting platforms preferredExperience working with financial custodians such as Fidelity or Schwab preferred

Equal Opportunity Employer

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Eligibility

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Unqualified Applications

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Recruiting Agencies

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.

Why This Role Is a Great Opportunity

The Relationship Manager position at Osaic offers a remarkable career opportunity in the dynamic field of financial services. With the financial industry continuously evolving, this role places you at the forefront of fostering client relationships and ensuring customer satisfaction—a critical aspect that drives business success. As a Relationship Manager, you will gain invaluable experience by working directly with clients, understanding their needs, and tailoring solutions that enhance client loyalty and retention.

At Osaic, career growth is not just a possibility; it's a reality. The company provides a supportive environment that encourages professional development and advancement. By excelling in this role, you set the stage for future leadership positions within the organization. The financial services industry is known for its competitive nature, and being part of a reputable company like Osaic enhances your professional credibility, opening doors to numerous opportunities throughout your career.

Key Skills You Need to Succeed

• Relationship Building: Essential for establishing trust and long-term partnerships with clients, ensuring their satisfaction and retention.
• Communication: Clear and effective communication helps convey information accurately and fosters a positive client experience.
• Analytical Skills: Ability to analyze data and client feedback to make informed decisions that benefit both the client and Osaic.
• Problem-Solving: Critical for addressing client concerns promptly and finding effective solutions that enhance client confidence.
• Technical Proficiency: Familiarity with tools like R, Express, and REST is crucial to manage client data and improve service delivery.
• Excel Expertise: Proficiency in Excel is vital for managing data, creating reports, and performing financial analysis efficiently.

Tips to Get Hired for This Role

Securing the Relationship Manager position at Osaic requires strategic preparation and a keen understanding of what the company values in its candidates. Begin by tailoring your resume to highlight relevant experience and skills, particularly those related to relationship management and financial services. Be sure to quantify your achievements and use industry-specific terminology to demonstrate your expertise.

Interview preparation is equally important. Research Osaic thoroughly to understand its mission, values, and recent developments. Be ready to discuss how your background aligns with the company's objectives and how you can contribute to its success. Practice common interview questions and prepare specific examples that showcase your problem-solving abilities and successful client interactions.

Finally, show enthusiasm for the role and the industry. Demonstrating a genuine interest in financial services and a passion for building client relationships can set you apart from other candidates. By following these tips, you can improve your chances of landing the job and embarking on a rewarding career with Osaic.