Relationship Manager

Job overview

The Relationship Manager role is onsite in Chicago, IL; compensation is not specified. Oxford Financial serves ultra-high-net-worth individuals and families through coordinated client service and financial planning support. The manager coordinates work between Managing Directors and service teams, responds to client needs, and supports planning and implementation. The role also manages onboarding, account servicing, reporting, and workflow to deliver a consistent client experience.

What you'll do

• Respond to client inquiries and resolve issues
• prepare client financial statements and reports
• maintain client profiles and CRM records
• coordinate investment, family office, private market, and cash-management workflows
• support onboarding and account transfers
• coordinate client deliverables and meeting preparation
• complete administrative tasks and participate in training.

What we're looking for

Skills & competencies

relationship manager

wealth management

ultra-high-net-worth clients

client service

financial planning

client onboarding

portfolio reporting

crm

chicago il

oxford financial

onsite

bachelor’s degree

cfp preferred

limited travel

Work arrangement

• Weekend coverage required

Why this role

Supports multiple Managing Directors and requires at least three years working with ultra-high-net-worth clients.

About the employer

Oxford Financial GRP is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.