Remote Private Client Relationship Manager Jobs
Remote Private Client Relationship Manager jobs are open across the U.S. at remote-first wealth management firms, distributed financial services teams, and digital-first private banking operations. Employers hiring remotely right now include Huntington Bank, Fidelity Investments, and City National Bank. Find a role that fits below and apply directly.
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The Company
Hargrove Management Services Organization, Inc is a leading national law firm support company dedicated to collaborating with Hargrove Firm, a highly esteemed estate and tax planning firm based in Louisville, Kentucky. Together, we strive to make a difference in the lives of our clients by offering top-notch, efficient support to our team of exceptional lawyers. We are committed to delivering excellence in every aspect of our work.
The Team
We are looking for a Senior Relationship Manager who will serve as the named, dedicated point of contact for a defined portfolio of RIA partner firms and their advisor bases. You are not a support coordinator, you are a relationship owner and activation driver. Your job is to make sure every advisor in your portfolio feels confident, prepared, and genuinely supported in referring clients to Hargrove Management Services, and that their clients have exceptional outcomes when they do.
The Role
We are looking for a Senior Relationship Manager who will serve as the named, dedicated point of contact for a defined portfolio of RIA partner firms and their advisor bases. You are not a support coordinator, you are a relationship owner and activation driver. Your job is to make sure every advisor in your portfolio feels confident, prepared, and genuinely supported in referring clients to NetLaw, and that their clients have exceptional outcomes when they do.
You will own the advisor experience from onboarding through habitual usage — guiding new advisors through the process, equipping them with the tools and knowledge to refer well, and staying actively engaged to ensure momentum doesn't stall. You will also serve as the connective tissue between advisors, attorneys, and the broader internal team — surfacing patterns, resolving friction, and making the system smarter over time.
This role operates within a framework and playbook set by Senior Leadership and reports directly to the Director of Relationship Management. You are the boots on the ground — executing the activation model at the advisor and firm level with precision, consistency, and genuine relationship investment. Your day-to-day direction, coaching, and performance oversight come from the Director of Relationship Management, who owns the relationship management function and will be your closest working partner
**This is not a passive account management role. You must be sales minded, quota driven, and relentless**
What You'll Do
Advisor Onboarding
- Serve as the primary point of contact for newly registered advisors at your assigned partner firms
- Conduct orientation calls to introduce advisors to the NetLaw platform, the three-meeting estate planning process, and their role as a referring partner
- Facilitate attorney-advisor intro calls to establish relationships before a first client referral is made
- Walk advisors through the pre-referral client checklist and estate planning needs assessment reference guide so they feel confident identifying and preparing clients
- Track onboarding milestone completion in HubSpot and follow up proactively with advisors who are not progressing toward their first referral
Advisor Activation and Engagement
- Own advisor relationships from first referral through habitual usage across your assigned portfolio
- Monitor advisor engagement in HubSpot — identifying dormant advisors early and executing re-engagement outreach before they go fully inactive
- Serve as a knowledgeable, accessible resource for advisors with questions about estate planning, the referral process, or their clients' situations
- Conduct monthly structured touchpoints with firm-level contacts at assigned partner firms — agenda-driven, not open-ended
- Participate in advisor education programs — webinars, roundtables, and firm-level training sessions — as a Hargrove representative and relationship anchor
Post-Referral Advisor Accountability
- Follow up with advisors post-referral to ensure they remain engaged throughout their client's estate planning process
- Alert advisors when their clients' plans are at risk of stalling and provide guidance on how to re-engage
- Coordinate with the Client Success team on handoffs and ensure aligned communication between the advisor and the client-facing team
- Flag advisor disengagement patterns before they impact plan completion rates
Qualifications
- Bachelor's degree in Business, Finance, Communications, or a related field
- 2–4 years of experience in relationship management, customer success, financial services, or a client-facing role
- Background in wealth management, RIA operations, wealthtech, financial services or estate planning is a strong plus
Required Skills
- Strong interpersonal and communication skills — you build trust quickly, communicate clearly in writing and verbally, and are comfortable managing relationships over phone, Zoom, and email
- Organized and detail oriented — you manage a portfolio of relationships simultaneously without things falling through the cracks
- Proactive and ownership- oriented — you follow up without being asked, escalate issues before they become problems, and take pride in the outcomes of the advisors you support
- Curious about financial planning and estate planning — you do not need to be an expert on day one, but you are motivated to develop a working knowledge of the space and how advisors think about it
- Comfortable in a fast-moving, early-stage environment where processes are being built in real time and your observations shape how things improve
- Experience with HubSpot or a similar CRM is a plus
What We Offer
- Competitive base salary commensurate with experience
- Performance bonus tied to advisor activation and engagement metrics; OTE 30% of base
- Health, dental, and vision benefits
- 401(k)
- Flexible PTO
- Fully remote
- Direct mentorship from the Director of Relationship Management with visibility to senior leadership and key RIA partner contacts from day one
- A front-row seat to building a category-defining function at a high-growth, PE-backed company during one of its most consequential growth phases
Hargrove MSO is an equal opportunity employer. We are committed to building a diverse and inclusive team.
Pay: $80,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
- Vision insurance
Work Location: Remote
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Find JobsRemote Private Client Relationship Manager Job Market
Who's Hiring
- Huntington Bank99
- Fidelity Investments23
- City National Bank15
- Summit Ag11
- MM Coaching Limited11M
Top Industries Hiring
- Banking & Financial Services
- Technology & Software
- Consulting & Professional Services
- Insurance
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in remote private client relationship manager jobs.
- Bachelor's degree in finance, business, or a related field
- Series 7 and Series 66 or Series 65 licenses required or expected
- Proven experience managing high-net-worth or ultra-high-net-worth client relationships
- Proficiency with CRM platforms and portfolio management systems
- CFP, CFA, or CIMA designation preferred for senior roles
- Strong consultative sales ability and client retention record
Tips for Your Remote Private Client Relationship Manager Job Search
Apply early to remote roles that fit
Migrate Mate lists remote private client relationship manager openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated postings.
Highlight async client communication skills
Remote private client relationship managers close and retain business through email, video calls, and secure client portals rather than in-person meetings. Mention specific platforms you have used, such as Zoom, Orion, or eMoney, and describe how you have maintained client relationships without face-to-face contact.
Lead your resume with remote-ready proof
Remote hiring managers want evidence you can operate independently. Quantify client retention rates, assets under management you have handled solo, and any experience managing a full client book without on-site supervision to signal you are ready for distributed work from day one.
Prepare for remote interview compliance questions
Remote private client relationship manager interviews often include questions about how you handle client data security, suitability documentation, and regulatory requirements without an in-office compliance team nearby. Know how you have used CRM audit trails and secure communication tools to stay compliant while working independently.
Remote Private Client Relationship Manager Jobs: Frequently Asked Questions
How do I get a remote private client relationship manager job?
Remote private client relationship manager roles go to candidates who can demonstrate self-direction, strong written communication, and the ability to build client trust without face-to-face meetings. Remote employers screen for experience managing client portfolios independently, comfort with CRM platforms like Salesforce or Redtail, and a history of retaining high-net-worth relationships. Showing measurable client retention results and async communication skills gives you a clear edge.
Which companies hire remote private client relationship managers?
Companies hiring remote private client relationship managers right now include Huntington Bank, Fidelity Investments, and City National Bank, based on current remote listings on Migrate Mate as of November 2026. Remote openings for this role concentrate at remote-first registered investment advisors, distributed private banking teams, and digital wealth management platforms operating across multiple markets.
Can you get a remote private client relationship manager job with no experience?
Yes, but remote entry-level private client relationship manager roles are harder to land because employers expect you to manage client relationships independently from day one with minimal oversight. Your best path is targeting smaller remote-first RIAs or fintech platforms that hire for growth, then demonstrating client-facing skills from internships, banking teller roles, or financial planning coursework to show you can handle the work without in-office guidance.
Do you need a degree for remote private client relationship manager jobs?
Not always. Many remote employers weigh relevant licenses like the Series 65, Series 7, or CFP designation more heavily than a four-year degree for private client relationship managers. Demonstrated experience managing high-net-worth client relationships, strong CRM proficiency, and a clean compliance history can open doors at remote-first firms even if your educational background is nontraditional.
Which industries hire the most remote private client relationship managers?
The sectors hiring the most remote private client relationship managers are Banking & Financial Services, Technology & Software, and Consulting & Professional Services, based on current remote listings on Migrate Mate as of November 2026. These sectors rely on distributed teams to serve geographically dispersed high-net-worth clients, making remote private client relationship managers a natural fit for their operating model.
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