Relationship Manager

Job overview

The Relationship Manager role is onsite in Cincinnati, OH; compensation is not specified. The position supports Oxford Financial’s client service work for ultra-high-net-worth individuals and families. The role coordinates service teams and Managing Directors, prepares client reports and analysis, maintains client information, and supports onboarding and account workflows to deliver a consistent client experience.

What you'll do

• Coordinate client service across Managing Directors and firm teams
• respond to client inquiries and resolve issues
• prepare financial statements, reports, and analysis
• maintain client profiles and CRM records
• coordinate investment, cash management, and account workflows
• manage assigned onboarding tasks and account transfers
• prepare for client and prospect meetings.

What we're looking for

Skills & competencies

relationship manager

cincinnati oh

oxford financial grp

client service

wealth management

ultra-high-net-worth clients

client reporting

financial planning

client onboarding

account maintenance

salesforce

full-time

Work arrangement

• Weekend coverage required

Why this role

Supports ultra-high-net-worth individuals and families; CFP, CPWA, or CPA credentials are strongly preferred.

About the employer

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