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Relationship Manager
The Woodlands
Brief Description
Join United Capital Financial Advisors
Where Client Experience, Execution, and Operational Excellence Come Together
At United Capital, Relationship Managers are essential to delivering a seamless, high-touch client experience while supporting advisor productivity and growth. This Relationship Manager (Client Operations) role is designed for a detail-oriented, client-facing professional who thrives at the intersection of client service, money movement, and operational execution.
The Role
As a Relationship Manager (Client Operations), you will serve as a trusted execution partner to Advisors, owning money movement, account maintenance, and client operational workflows. You will act as the primary coordinator across custodians, planning tools, and internal systems to ensure accuracy, responsiveness, and an exceptional client experience.
Key Responsibilities
Money Movement & Cash Management
- Process checks, one-time ACHs, journals, and occasional wires
- Establish and maintain recurring ACH instructions (monthly, quarterly, annual)
- Execute cash calls in and out and close or create CRM opportunities as needed
- Process donor-advised fund payments
- Execute RMD transactions, send distributions, and maintain RMD tracking spreadsheets
- Prepare annual RMD reporting from TD and Fidelity
- Complete Salesforce client distribution request forms when required
- Process IRA distributions, Roth conversions, and DTC transfers
- Coordinate loan paperwork against TD accounts (Tri State) and Fidelity accounts (GS Select Bank)
Daily Custodian Alerts & Account Oversight
- Monitor and act on daily TD alerts including account closures, cash debits, margin deficiencies, NIGO items, ACAT restrictions, transfer activity, NSF payments, and standing instructions
- Monitor and act on Fidelity alerts including account restrictions, G-number maintenance, money movement, RMDs, journals, and transfers of assets
- Perform account maintenance such as advisor additions, address changes, registration updates, option and margin setup, and cash management features
Client Guidance & Planning Support
- Update and reconcile client accounts within planning software following guidance meetings
- Update client goals and guidance inputs as directed by Advisors
- Save GuideBooks and guidance deliverables to client files and OneDrive
Client Access & Technology Support
- Serve as point person for setting up client logins across custodians, Envestnet, and Guide Center
- Strong familiarity with TD Ameritrade and Fidelity custodial platforms
- Troubleshoot login and access issues and escalate when necessary
- Educate clients on portal usage and walk them through tools as needed
Requirements
What We’re Looking For
- 3+ years of experience in client operations, service, or relationship management within wealth management or financial services
- Strong familiarity with Schwab and Fidelity custodial platforms
- Experience handling money movement, distributions, and account maintenance
- High attention to detail with strong organizational and follow-through skills
- Series 65 licensing or ability to obtain within a defined onboarding period
- Proficiency with CRM, planning software, and custodial portals
- Desire to grow within a collaborative, advisor-centric environment
Summary
Career Path
The Relationship Manager (Client Operations) role provides a strong foundation for growth into senior relationship management, advisor support leadership, or broader operational roles within the firm.
Ready to Build a Career in Wealth Management?
Join a firm that values growth, professionalism, and long-term career development. If you’re client-focused, motivated, and ready to build toward an advisory future, we’d love to hear from you.
Apply today and take the next step in your career with United Capital Financial Advisors.
Equal Employment Opportunity Statement
All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital status, or any other protected status.
- Applicants must be legally authorized to work in the United States without sponsorship.
