[Hiring] Client Relationship Manager @Mariner

Role Description

We’re seeking an experienced Client Relationship Manager (CRM) to serve as the quarterback for ultra-high-net-worth clients. This role is client-facing and fast-paced, acting as an embedded partner in managing the financial and day-to-day aspects of clients’ lives. The CRM is responsible for anticipating needs, driving execution, and ensuring seamless coordination across accounting, advisory, and external partners.

• Serve as the primary point of contact for UHNW clients, managing day-to-day financial and coordinating administrative needs
• Oversee cash management, bill pay, and money movement across multiple accounts and entities
• Review and communicate financial reports, budgets, and cash flow to clients
• Coordinate and manage multiple entities, real estate holdings, and business interests
• Ensure timely execution of client requests while maintaining accuracy and attention to detail
• Act as the central hub between clients, advisors, CPAs, attorneys, and internal teams
• Proactively identify issues, anticipate needs, and recommend solutions

Qualifications

• 5+ years of direct client-facing experience in a family office, business management, or UHNW client environment
• Proven ability to manage complex client relationships independently
• Hands-on experience with:
  • Financial reporting and budgeting
  • Cash flow management and account oversight
  • Bill pay and transaction execution
  • Multi-entity structures and/or real estate holdings
• Strong ability to multitask and work in a fast-paced, high-touch environment
• Excellent communication skills with the ability to interface directly with clients and their advisors

Benefits

• Progressive opportunities for associates
• Active nurturing of professional growth
• Commitment to giving back to the community
• Diverse culture with support for career goals
• Innovative workplace fostering camaraderie and teamwork
• Work-life balance

Company Description

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.