Risus Talent Partners
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Risus Talent Partners provided pay range
This range is provided by Risus Talent Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$80,000.00/yr - $100,000.00/yr Direct message the job poster from Risus Talent Partners My client, one of the largest independently owned employee benefits brokerages, is seeking a highly organized and client-focused professional to join their team as a Practice Manager. This individual will play a key role in managing and enhancing clients' experiences. The role requires a proactive mindset, exceptional communication skills, and the ability to collaborate with internal stakeholders and external advisors to ensure a seamless, white-glove client experience. Key Responsibilities: Serve as a primary point of contact for clients, providing relationship management, operational support, and proactive service Coordinate and prepare for client meetings, manage follow-up items, and maintain all associated documentation Liaise with external advisors (attorneys, CPAs, estate planners) to ensure a cohesive client experience Oversee account onboarding, maintenance, transfers, and complex entity servicing (trusts, partnerships, LLCs) Collaborate with Wealth Advisors on financial planning and investment strategies Monitor and ensure compliance with internal controls and audit protocols Support internal reporting and contribute to process improvements and operational efficiency Act as compliance lead for annual audits and internal reviews Qualifications: Bachelor's degree in Business Administration or related field preferred Life & Health License (Required to obtain in year 1) Series 65, Series 6 or 7 Licenses (preferred, or ability to obtain) 5+ years in wealth management, financial advisory, or private client services Strong knowledge or financial services, trust/estate structures, and investment operations Exceptional organizational, communication, and relationship management skills Proficient in CRM, reporting tools, and financial systems (PeopleSoft, Salesforce, etc.) Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Consulting, Customer Service, and Accounting/Auditing Industries Insurance and Employee Benefit Funds Referrals increase your chances of interviewing at Risus Talent Partners by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Wealth Management Advisor jobs in
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This range is provided by Risus Talent Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
$80,000.00/yr - $100,000.00/yr Direct message the job poster from Risus Talent Partners My client, one of the largest independently owned employee benefits brokerages, is seeking a highly organized and client-focused professional to join their team as a Practice Manager. This individual will play a key role in managing and enhancing clients' experiences. The role requires a proactive mindset, exceptional communication skills, and the ability to collaborate with internal stakeholders and external advisors to ensure a seamless, white-glove client experience. Key Responsibilities: Serve as a primary point of contact for clients, providing relationship management, operational support, and proactive service Coordinate and prepare for client meetings, manage follow-up items, and maintain all associated documentation Liaise with external advisors (attorneys, CPAs, estate planners) to ensure a cohesive client experience Oversee account onboarding, maintenance, transfers, and complex entity servicing (trusts, partnerships, LLCs) Collaborate with Wealth Advisors on financial planning and investment strategies Monitor and ensure compliance with internal controls and audit protocols Support internal reporting and contribute to process improvements and operational efficiency Act as compliance lead for annual audits and internal reviews Qualifications: Bachelor's degree in Business Administration or related field preferred Life & Health License (Required to obtain in year 1) Series 65, Series 6 or 7 Licenses (preferred, or ability to obtain) 5+ years in wealth management, financial advisory, or private client services Strong knowledge or financial services, trust/estate structures, and investment operations Exceptional organizational, communication, and relationship management skills Proficient in CRM, reporting tools, and financial systems (PeopleSoft, Salesforce, etc.) Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Consulting, Customer Service, and Accounting/Auditing Industries Insurance and Employee Benefit Funds Referrals increase your chances of interviewing at Risus Talent Partners by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Get notified about new Wealth Management Advisor jobs in
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Middle River, MD $53,125.00-$84,995.00 8 months ago Financial Planner (Career Changers Encouraged to Apply)
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Baltimore, MD $60,000.00-$70,000.00 2 weeks ago Columbia, MD $72,000.00-$100,000.00 4 weeks ago College Financial Representative, Internship Program
Baltimore, MD $500.00-$1,000.00 2 weeks ago College Financial Representative, Internship Program
Hunt Valley, MD $500.00-$1,000.00 2 weeks ago Columbia, MD $69,000.00-$89,000.00 4 weeks ago Columbia, MD $36,500.00-$125,000.00 1 week ago Ellicott City, MD $60,500.00-$107,800.00 3 weeks ago Hunt Valley, MD $70,000.00-$250,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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