Retail Options · 2 days ago
Relationship Manager - Wealth Management
Dallas, TX
Full-time
Hybrid
Mid, Senior Level
3+ years expRetail Options is expanding its Advice & Wealth Management organization and is seeking relationship-driven professionals to manage ultra-high-net-worth clients. The Relationship Manager will serve as the primary contact for clients, providing tailored solutions and guidance to help them navigate complex financial decisions.
Crowdfunding
Responsibilities
Serve as the primary relationship owner for a dedicated book of self-directed ultra-high-net-worth clients, delivering a consistent, high-touch experience
Build deep trust and client loyalty by anticipating needs and aligning solutions through education and thoughtful guidance
Lead sophisticated conversations around topics such as partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving
Strategically manage and grow your book of business while supporting broader retention and growth initiatives
Connect with clients through genuine curiosity, empathy, and a strong understanding of their financial goals and values
Deliver exceptional service by proactively resolving issues, navigating complex requests, and ensuring a seamless client experience
Develop deep expertise across the organization’s products and services, using technical credibility to strengthen client relationships. (Comprehensive training is provided.)
Qualification
Required
Active or eligible FINRA registration (SIE, Series 7, and 63/65 or 66 required; certain designations may substitute per compliance)
SIE & Series 7 required prior to start
Series 66 may be obtained after start
3+ years of experience managing a book of business in financial services
A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions
Comfort discussing investments and planning topics such as ETFs, mutual funds, estate and legacy planning, and charitable giving
Bachelor's degree or equivalent experience demonstrating strong learning agility and leadership potential
Preferred
2+ years of experience working with high-net-worth or ultra-high-net-worth clients preferred
Company
Retail Options
Retail Options is in the business of finding and funding new entrepreneurial ideas.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Gary Thompson
President/CEO
Company data provided by crunchbase