Job description
CAREER OPPORTUNITY
Relationship Manager
TritonPoint Wealth
Chevy Chase, MD
Full-Time On-Site
Relationship Management & Client Service
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.
THE ROLE
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.
RESPONSIBILITIES
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.
WHAT WE'RE LOOKING FOR
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 relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
• Professional Financial Designation (CFP , CFA, or Series 65) preferred.
• Strong communication skillswith 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.
COMPETENCIES
Core Competencies
Client-First Mindset
Genuine care for clients; prioritizes their experience in every interaction.
Precision & Accuracy
Manages complex relationships and multi-step processes with meticulous attention to detail.
Resilience & Follow-Through
Persistent in seeing tasks to completion even when facing delays or friction.
Collaborative Spirit
Works effectively across advisor teams, operations, and custodians.
Proactive Communication
Anticipates needs and provides timely updates without being prompted.
Adaptability
Embraces new tools and responsibilities with enthusiasm in a fast-growing firm.
WHY JOIN
Why TritonPoint Wealth?
Growth & Expertise
Work alongside experienced advisors serving high-net-worth 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. Always."
TritonPoint Wealth LLC
5404 Wisconsin Avenue, Suite 330 Chevy Chase, MD 20815
TritonPoint Wealth LLC is registered as an investment adviser with the SEC.
Company DescriptionTritonPoint Wealth is an independent private wealth management firm offering a unique blend of investment management and financial planning capabilities to individuals, families, trusts, foundations, and non-profit organizations. Our mission is to help our clients navigate their financial lives with confidence.
Company Description TritonPoint Wealth is an independent private wealth management firm offering a unique blend of investment management and financial planning capabilities to individuals, families, trusts, foundations, and non-profit organizations. Our mission is to help our clients navigate their financial lives with confidence.You'll be taken to the employer's application page.