Relationship Manager

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

Overview:

We are seeking a proactive Relationship Manager to manage, develop and grow relationships with a portfolio of clients. You will act as the primary point of contact, understanding clients’ financial/operational needs, recommending solutions, and coordinating internally to deliver exceptional service and business growth. You will have the ability to grow your own book of business while also servicing our current book of business.

Key Responsibilities:

• Serve as the main liaison for assigned clients: build and maintain strong, long‑term relationships.
• Identify opportunities to deepen the relationship: cross‑sell and upsell relevant products/services.
• Understand clients’ business environment, financial position, goals and risk profile.
• Support senior advisors in preparing for and participating in client meetings, including the development of client review materials.
• Grow your own book of business under the supervision of our firm

Required Qualifications:

• Bachelor’s degree in business, Finance, Economics, or a related field required.
• Series 65 and Series 7 licenses
• 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.
• Must have a strong desire to build your own book of business at our firm
• Ability to work cross‑functionally and manage multiple priorities in a fast‑paced environment.
• High level of integrity, professionalism, and client‑centric mindset.
• Proven track record of managing client relationships and achieving growth/retention targets.

Preferred Qualifications:

• Experience with CRM and portfolio management systems.
• CFP board certification
• Current small book of business

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.

How to Apply:

Please submit your resume and cover letter to [email/contact link]. Let us know why you are passionate about building client relationships, and highlight a recent achievement where you added value to a client or grew a relationship. Please send your resume and cover letter to lindsey.tuck@lpl.com

Job Type:

Full-time

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Retirement plan
• Vision insurance

Experience:

• Finance industry : 3 years (Required)