Financial Services Client Relationship Manager
**Remote Position** Our company is fully remote. You will be required to occasionally travel for company events. Therefore, we are asking to only apply if you are driving distance to Wyckoff NJ.
Full Time, Employee
Maltin Wealth Management is an independent, fee-only Registered Investment Advisor located in Wyckoff, NJ. We provide customized wealth management and family office services to a high net worth clientele. We are true fiduciaries for about 150 families. The depth and quality of MWMs’ work have been consistent engines for the firm’s clients as well as the firm’s growth. We are client first and there is no selling in this position or at the firm. MWM is now seeking to add an Operations/Relationship Manager.
This is an opportunity to work with an amazing clientele, in a very hands on organization, along side the firm’s founder and client relationship manager. This role will to become the backbone of our client operations and servicing. The current lead will be moving into an client advisor role. You would work directly with him during the transition. There will be ongoing client and COI contact and as such requires exceptional personal planning and communication skills.
There are no set hours for this position. While most days will be traditional hours, our clients expect high quality work which occasionally requires additional time outside of these hours. With the expectation of quality work, we also look to empower our employees to find a good work/life balance. We want you to be active outside of your work and we encourage it. This lends us to a work hard, flexible, family environment.
Our office is remote. The majority of your days will be working virtually so there is no regular commute. We will have a day or two a month that we will socially get together. This is the reason we are looking for people who live within a reasonable driving distance.
Responsibilities include, but are not limited to:
Education and Experience:
The compensation package will range based on experience and includes:
Target Total Comp $70-80,000
Target Bonus $10,000
Variety of retirement contributions from the firm – Profit share, 401k and match, and cash balance.
Healthcare, disability, and life insurance, are offered and are negotiable.
No commute, work remotely.
Flexible paid time off.
Certification and continuing education reimbursement.
Please email a cover letter and resume.
Job Type: Full-time
Pay: $70,000.00 – $80,000.00 per year
Our company is remote and therefore, there are no specific action required due to COVID-19
Work Location: Remote
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