Private Client Relationship Manager

Capital Partners Mortgage LLC

Los Angeles, United States
Base: $127,925-170,566; bonus/equity: eligible for...
On-site
Subject matter expertise
Client servicing oversight
Business development collaboration
As the Private Client Relationship Manager, you will be responsible for the day-to-day management of the Private Wealth Advisor’s practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion

Job Summary

  • As the Private Client Relationship Manager, you will be responsible for the day-to-day management of the Private Wealth Advisor’s practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion.
  • You will provide subject matter expertise in various areas to offer solutions to complex client matters and provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, facilitate, and advance client servicing, prospecting, and sales efforts for the practice(s) they support.
  • A Private Client Relationship Manager drives exceptional client, prospect, and COI experiences while proactively strengthening relationships and supporting retention and growth.

Matching Summary

As the Private Client Relationship Manager, you will be responsible for the day-to-day management of the Private Wealth Advisor’s practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion.

Salary

Base: $127,925-170,566; Bonus/Equity: Eligible for individual annual performance bonus and Capital's annual profitability bonus; Benefits: Company-funded retirement contribution (15% of eligible earnings), generous time-away and health benefits from day one, 2-for-1 matching gifts for charitable contributions.

Skills & Requirements

Must-have

  • Subject matter expertise
  • Client servicing oversight
  • Business development collaboration
  • Internal communication leadership

Nice-to-have

  • Authentic self at work
  • Diverse perspectives and backgrounds
  • Community and belonging focus

Key Requirements

  • Bachelor's degree required
  • Series 65 obtained within 60 days
  • CFP preferred

Work Rights

Not specified

Tailored Resume

Cover Letter