Pactolus Private Wealth Management, LLC · 2 days ago
Relationship Manager
Vienna, VA
Full-time
Onsite
Mid Level
3+ years expPactolus Private Wealth Management, LLC is a client-centric multifamily office focused on providing non-traditional private equity and real estate investment opportunities. They are seeking a Relationship Manager to promote portfolio growth and deepen relationships with clients by delivering personalized wealth management services.
AdviceConsultingInformation TechnologySoftwareTelecommunicationsWealth Management
Responsibilities
Act as the primary point of contact and trusted advisor for a defined group of clients
Develop a deep understanding of each client’s financial objectives, risk tolerance, liquidity needs, and family considerations
Communicate portfolio positioning, performance, and market perspectives in a clear and thoughtful manner
Proactively identify changes in client circumstances and recommend appropriate portfolio or planning adjustments
Coordinate with internal teams to ensure a seamless, high-touch client experience from onboarding through ongoing servicing
Prepare and participate in client meetings, including portfolio reviews and strategic discussions
Uphold fiduciary standards and maintain a high level of discretion and professionalism
Expand Pactolus offerings, through third-party relationships, to include financial planning and insurance products, providing additional opportunities for revenue growth and delivery of a heightened client service level. The bridge with third-party providers will support expansion of our offerings and revenue growth until which time we offer financial planning and insurance services in-house
Provide day-to-day leadership to drive execution of Pactolus’s 2026 Vision and core values
Improve business processes through analysis and collaboration with team members to develop better procedures to improve accuracy, efficiency, and create a heightened client experience
Qualification
Required
Bachelor's degree in finance, economics, business, or a related field
3–5 years of experience in wealth management, investment advisory, or private wealth services
Financial license and/or Chartered Financial Analyst (CFA) designation
Solid foundation in estate planning
Solid foundation in asset allocation, portfolio construction, and capital markets
Demonstrated experience working directly with clients in an advisory capacity
Strong written and verbal communication skills, with the ability to translate complex concepts into actionable guidance
Detail-oriented, organized, and comfortable operating in a lean, entrepreneurial environment
Company
Pactolus Private Wealth Management, LLC
Pactolus engages with family and individual investors to ensure broad success as they manage their financial assets and navigate the ever-changing complexities of the global financial markets.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Narges Z.
Co-Chief Investment Officer and Chief Risk Officer
Company data provided by crunchbase