About this opportunity
TritonPoint Wealth lists this Relationship Manager opportunity in chevy chase, Maryland. Review the employer’s description below for duties, qualifications and application requirements.
Job description
TritonPoint Wealth is an independent private wealth management firm serving high-net-worth individuals, families, trusts, and foundations. Guided by the principle “You. First. Always,” our team delivers sophisticated investment management and financial planning. We are seeking an experienced Relationship Manager to join our organization.
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ABOUT THE POSITION
Join us as a Relationship Manager, partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This role offers a clear career path in wealth management with strong opportunities for development and advancement at a firm known for its collaborative culture.
KEY RESPONSIBILITIES
Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing.
Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks.
Providing direct support to Wealth Advisors in daily aspects of client service, advising, and financial planning.
Developing in depth understanding of portfolio construction and risk management.
Coordinating timely investment process of new client accounts within internal guidelines.
Contribute to business development efforts and help identify new client opportunities.
Maintain accurate, organized client records across all systems, ensuring data integrity and compliance.
Responsibility for client data in various internal systems including the firm’s portfolio management database (Addepar).
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
PREFERRED QUALIFICATIONS
Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
Minimum of two years’ experience in the financial services industry preferred.
1-2+ years of experience working with high net worth individuals, preferably within a Registered Investment Advisor (RIA), investment management firm, or broker/dealer environment.
Professional Financial Designation (CFP®, CFA, or Series 65) preferred.
Strong communication skills with a genuine passion for helping others achieve their financial goals.
Excellent written and verbal communication skills.
Strong organizational, analytical, and interpersonal skills.
Ability to collaborate and excel in a fast-paced, team environment.
Proficiency with technology and willingness to learn financial planning software and CRM systems.
Detail-oriented approach with strong analytical and problem-solving abilities.
CORE COMPETENCIES
Client-First Mindset
Genuine care for clients; prioritizes their experience in every interaction.
Resilience & Follow-Through
Persistent in seeing tasks to completion even when facing delays or friction.
Proactive Communication
Anticipates needs and provides timely updates without being prompted.
Precision & Accuracy
Manages complex paperwork and multi-step processes with meticulous attention to detail.
Collaborative Spirit
Works effectively across advisor teams, operations, and custodians.
Adaptability
Embraces new tools and responsibilities with enthusiasm in a fast-growing firm.
WHY TRITONPOINT WEALTH?
Growth & Expertise
Work alongside experienced advisors serving high-networth clients in an independent, growth-oriented firm.
Dynasty Network Access
Full ecosystem of Dynasty Financial Partners — resources, technology, community, and network support.
Best-in-Class Technology
Work with Addepar, eMoney, and a continuously evolving technology stack.
Culture of Integrity
A team built on trust and a genuine commitment to “You. First. xhmxlyz Always.”
Worksite address
chevy chase, MD, 20815, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.