Osaic Careers
Relationship Management Opportunity in Financial Services
Relationship Manager
Location(s):
Lehi, UT: 2801 N. Thanksgiving Way, Suite 190 Lehi, UT 84043
Mesa, AZ: 1 N Macdonald, Suite 201 Mesa, AZ 85201
Osaic has returned to the office. Applicants for this location are required to work 5 days weekly in the office.
Osaic is not considering remote candidates at this time.
Role Type: Full time
Salary: $65,000 – $75,000 per year + annual performance-based bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive compensation is just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: Osaic Benefits.
Summary:
CW Advisors is seeking a Relationship Manager to support Wealth Managers in delivering exceptional service to high-net-worth individuals, families, and institutions. This role plays a key part in managing client relationships, coordinating account administration, and preparing client communications and reports. The ideal candidate is highly organized, collaborative, and committed to delivering a high-touch client experience within a fast-
growing wealth management firm.
Responsibilities:
- Provide exceptional client service by responding to client inquiries, troubleshooting issues, and serving as a liaison between clients, Wealth Managers, and internal teams
- Support Wealth Managers in maintaining strong client relationships & delivering a high-touch client experience
- Prepare client reports, meeting materials, and presentations for client meetings
- Coordinate meeting logistics and ensure all required documentation and compliance materials are prepared in advance
- Manage and maintain accurate client information within internal systems and CRM platforms
- Prepare, submit, and track client paperwork and account documentation with custodians
- Assist with the preparation of quarterly statements and client communications
- Research and respond to service requests received through email, phone calls, or internal tasks from Wealth Managers
- Coordinate with custodians such as Fidelity and Schwab to support account servicing needs
- Assist with firm-wide initiatives and projects related to compliance, data integrity, reporting, and billing
- Collaborate closely with team members within a team-based client service structure
Education Requirements:
Bachelor's degree is preferred
Basic Requirements:
- 1–3 years of experience in financial services, wealth management, or a client service environment
- Strong written and verbal communication skills with professional presence
- Exceptional attention to detail and strong organizational skills
- Ability to manage multiple priorities in a fast-paced advisory environment
- Ability to work effectively in a collaborative, team-oriented environment
- Passion for delivering high-quality, “white-glove” client service
- Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) and Adobe Acrobat
- High degree of integrity, discretion, and client-first mindset
- Proficiency in Microsoft Office; comfort learning financial planning and CRM systems (e.g., Salesforce)
- Interest in developing a long-term career in wealth management, either within Client Services or on the path to becoming an Advisor
Preferred Requirements:
- Familiarity with CRM systems and financial reporting platforms preferred
- Experience working with financial custodians such as Fidelity or Schwab preferred