What are the responsibilities and job description for the Senior Client Advisor / Relationship Manager position at Gryphon Financial Partners?
About Gryphon Financial Partners
Gryphon Financial Partners is a $2.3B AUM independent RIA and multi-family office serving high-net-worth clients and families. We offer a core Wealth Management practice and a Multi-Family Office for families with $25M in assets spanning investment management, financial and estate planning, philanthropic strategy, private capital, lending, business succession, corporate executive services, and full family office. The Family Wealth Alliance ranked us #1 among our national peer group of RIAs, MFOs, and SFOs.
The Opportunity
We are growing intentionally and selectively. We are looking for a Senior Client Advisor / Relationship Manager to join our team in Toledo, Columbus, or Cincinnati. Bring your talent, your relationships, and your ambition to a firm that invests in your success the same way you invest in your clients'.
Why Advisors Choose Gryphon
• True Independence: No proprietary products, no quotas, no conflicts. Fiduciary advice, every time.
• Leadership That Supports You: Our leaders' job is to clear your path. Full client service, planning, investment, and ops support behind you daily.
• A Voice That Matters: Every advisor shapes how this firm evolves. Your ideas are heard and acted on.
• Radical Transparency: Comp, strategy, decisions — honesty and candor, always. No surprises, no politics.
• Compensation Built Around You: Industry-leading grid or base/bonus, your choice, both with uncapped earning potential.
What You Will Do
• Serve as the primary trusted advisor to a portfolio of HNW clients and families
• Lead client meetings with polished presentations, portfolio reviews, and integrated financial plans
• Deliver full-spectrum services: investments, estate/financial planning, philanthropy, lending, and family office
• Collaborate with internal teams and clients' tax, legal, and insurance professionals
• Cultivate multi-generational relationships and expand services over time
What We Offer
• Compensation: Industry-leading grid or base/bonus, both uncapped
• Benefits: Health, dental, vision; 401(k) with match; profit-sharing
• Time Off: 5 weeks paid vacation
• Development: Financial support for designations and continuing education
• Infrastructure: Full support in client service, planning, investments, and operations
What We Are Looking For
• Bachelor’s degree, Finance or Business preferred
• 5 years of client relationship management in wealth management
• Designations preferred: CFP, ChFC, CPA, CFA, RICP, or CEPA
• Exceptional communication: written, verbal, and interpersonal
• Deep knowledge of the full wealth management lifecycle
• Uncompromising fiduciary mindset
• Problem-solver; strong organizational discipline and follow-through