Apply on Employer Site

Sanctuary Wealth · 3 weeks ago

Paraplanner / Client Relationship Manager

Denver, CO

Full-time

Hybrid

Entry, Mid Level

$70K/yr - $90K/yr

1+ years exp

Sanctuary Wealth Group LLC is a boutique financial advisory firm that serves business owners and entrepreneurs, focusing on wealth management decisions. The Paraplanner / Client Relationship Manager will provide technical planning and operational support, ensuring seamless client interactions and investment workflows for the advisory team.

Financial Services

Responsibilities

Build, update, and maintain eMoney financial plans for clients and prospects, translating advisor notes into accurate plan inputs, assumptions, and planning recommendations

Generate and manage Orion performance reports, quarterly review packets, and dashboards to support client meetings and ongoing monitoring

Manage Fidelity Wealthscape account onboarding, transfers, service requests, and documentation to ensure smooth client transitions and accurate account setup

Execute ad-hoc trades, manage cash movements, and support day-to-day investment operations under advisor direction

Complete Adhesion account onboarding, strategy selection, and ongoing maintenance

Run portfolio and investment analysis using tools such as BlackRock 360, Franklin Templeton Portfolio Analytics, internal allocation models, and custodian reporting systems

Process alternative investment purchases via +Subscribe and maintain accurate tracking

Prepare client meeting materials, ensure completion of follow-up items, and maintain client details across planning & operational workflows; eventually take full ownership of delivery

Provide exceptional client service support, ensuring timely responses, detailed follow-through, and coordination across the advisory and operations teams

Maintain high data integrity, adhere to compliance requirements, and support internal process improvements as the firm grows

Qualification

Wealth management experienceFinancial planning conceptsEMoney softwareOrion reporting platformFidelity WealthscapeBlackRock 360Alternative investmentsDetail orientationProactive attitudePositive energyOrganizational skills

Required

1–5+ years of experience in wealth management, RIA operations, or financial planning

Strong understanding of key financial planning concepts - i.e. differences between Traditional vs. Roth IRAs, tax impacts, contribution rules, and common planning strategies

Experience with any of the following systems (training provided where needed): eMoney or similar planning software, Orion or performance reporting platform, Fidelity Wealthscape or another custodian, Adhesion, BlackRock 360, FT Portfolio Analytics, or similar tools

Strong organizational skills, detail orientation, and the ability to manage multiple priorities

Preferred

Experience in a technical paraplanner, analyst, or senior analyst role

Familiarity with alternative investments and subscription platforms

Desire to pursue CFP down the road (not required)

Prior experience in a growing or boutique RIA environment

Benefits

Annual bonus opportunity

PTO, holidays, and access to Sanctuary Wealth resources, tools, and training programs.

75% Employer-Provided Health Insurance

401k with 4% match

Company

Sanctuary Wealth

Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve.

Founded in 2018

Indianapolis, Indiana, USA

51-200 employees