Financial Services Relationship Manager - PEAR Core Solutions : Job Details

Financial Services Relationship Manager

PEAR Core Solutions

Job Location : Jericho,NY, USA

Posted on : 2025-08-26T14:58:59Z

Job Description :

Opal Wealth Advisors, located in Jericho, Long Island (NY), is seeking to add an outstanding Relationship Manager to its team of wealth management professionals.

The Role of the Relationship Manager is to:

  • Ensure that each client's experience with Opal Wealth Advisors is exceptional.
  • Serve as the primary contact for all clients.
  • Partner with the Advisory Team and Client Service Team to fulfill client needs and requests.
  • Ensure lead financial advisors have the administrative resources to deliver the best client experience.

    • Experience working in a financial services company, wealth management firm, or registered investment advisory (RIA) is mandatory for this role.

    Exceptional communication skills and a strong desire to serve are essential. No task is too much when it comes to serving our clients.

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