Job Title: Operations/Relationship Manager

Location: Doylestown, PA
Job Type: Full-Time (In-Office)
Reports To: Senior Financial Advisors

Overview:

We are seeking a dynamic and detail-oriented Operations/Relationship Manager to support our growing wealth management practice. This individual will play a crucial role in executing daily operational functions, maintaining and enhancing client relationships, and streamlining internal processes for improved efficiency and client service.

Key Responsibilities:

• Execute daily trades and transactions as directed by financial advisors.
• Design, implement, and optimize operational processes to improve team productivity and service quality.
• Support senior advisors in preparing for and participating in client meetings, including the development of client review materials.
• Maintain strong, ongoing relationships with existing clients through consistent, professional communication.
• Provide timely market updates and relevant investment insights to clients and prospects; systematically manage outreach and follow-ups.
• Track client and prospect engagement in CRM systems to ensure thorough communication and business development efforts.

Qualifications:

• Bachelor’s degree in business, Finance, Economics, or a related field required.
• Series 65, 7 licenses are preferred or willingness and ability to obtain.
• 3–5 years of experience in the wealth management or financial services industry with direct client experience.
• Strong analytical and organizational skills with the ability to manage multiple tasks and deadlines.
• Excellent communication skills, both written and verbal.
• Demonstrated integrity, professionalism, and a client-first mindset.
• Proven ability to develop and nurture long-term client relationships.

Preferred Attributes:

• Experience with CRM and portfolio management systems.
• Knowledge of investment products, financial markets, and economic trends.
• A proactive, solutions-oriented attitude with a continuous improvement mindset.

Why Join Us?

• Competitive salary and benefits package.
• Plan for your future with our SIMPLE Retirement plan match and access to professional financial advice.
• Opportunity for growth and professional development.
• A supportive and friendly team environment.

If you’re a motivated individual with a passion for organization and efficiency, we’d love to hear from you! Creating a culture of belonging is fundamental to maintaining a comfortable workspace where our people feel empowered and valued. We are committed to creating a place where everyone belongs, grows, and thrives.

To apply: Please send your resume and cover letter to lindsey.tuck@lpl.com