Private Wealth Relationship Manager

Private Wealth Relationship Manager – Gottfried & Somberg Wealth Management Location: Glastonbury, CT

Type: Full-Time

About Us

Gottfried & Somberg is a growing independent wealth management firm serving a diverse base of high-net-worth individuals and families. With approximately $2.4B in AUM, our firm is in the midst of a major platform transition and operating model transformation. We have introduced an “Advisor Pod” structure, pairing Wealth Advisors with dedicated Relationship Managers and Analysts, to improve scale, elevate client experience, and ensure we are ready for the future of wealth management.

About the Role

The Relationship Manager (RM) plays a key role in delivering high-quality service to clients and supporting advisors across a range of planning, operational, and service functions. As a member of an Advisor Pod, the RM is responsible for managing day-to-day client needs, coordinating internal workflows, and ensuring the delivery of “white glove” support across every touchpoint.

You will work closely with advisors and analysts to prepare for client meetings, handle service requests, manage CRM data, and proactively follow through on next steps. This is a hands-on, detail-oriented role that requires strong communication skills, ability to shift responsibilities quickly, task ownership, and a commitment to excellence.

We are looking for someone who thrives in a team environment, enjoys working with clients, and is excited to help scale a best-in-class service experience.

What You Will Do or Role Responsibilities or Your Responsibilities

Client Support & Service Delivery

• Act as a primary point of contact for client service needs, including cashiering, transfers, distributions, address changes, and account updates
• Proactively follow up on open items, paperwork, and outstanding client requests
• Prepare and review client meeting materials and follow through on advisor-driven next steps
• Help clients navigate custodial portals and facilitate wire transfers, RMDs, and digital paperwork
• Support the onboarding process for new clients, including paperwork prep, account setup, and tracking progress through each stage

Workflow Coordination & Pod Support

• Manage service tasks and workflows within the CRM, ensuring accurate tracking and follow-through
• Collaborate with analysts and advisors to maintain visibility across in-progress requests and upcoming client events
• Monitor pod coverage and schedule alignment to ensure appropriate support and follow-up
• Participate in regular syncs with your Advisor Pod to review priorities, ensure alignment, and surface potential service gaps

CRM, Documentation, & Compliance

• Maintain complete, up-to-date client records and service activity within the CRM
• Upload documentation to electronic client files and ensure consistency across systems
• Assist in collecting and maintaining KYC and compliance documentation as required
• Follow internal SOPs and contribute to process improvements that support better client outcomes

What You Bring

• 3 years of experience in client service, financial planning support, or operations within a wealth management, RIA, or financial services environment
• Strong attention to detail and organizational skills; you’re the kind of person who remembers the small stuff
• Excellent communication skills; clear, warm, and professional with clients and colleagues
• Comfort working in a fast-paced environment and juggling multiple requests and priorities
• Familiarity with custodians such as LPL, Fidelity, Schwab, or Commonwealth and tools like Redtail, Wealth360, or DocuSign
• High degree of discretion and respect for client privacy and sensitive information
• Bachelor’s degree preferred; Series 65 or 66 a plus (or willingness to pursue)

Why This Role

This is an opportunity to be part of a firm that values collaboration, professionalism, and putting clients first. You will be joining a supportive, growing team that is investing in people, systems, and structure. As our firm evolves, there will be opportunities to grow with us, whether deepening your client service expertise or exploring longer-term career paths within the advisory or operations side of the business.