Private Wealth Relationship Manager

About Summit Financial Group

Summit Financial Group is a wealth management and financial planning firm headquartered in Fort Wayne, Indiana, with additional locations serving clients across Central and Northern Indiana and Illinois. For more than 60 years, we have helped business owners, entrepreneurs, highnet-worth individuals, and families achieve their financial goals through comprehensive, multigenerational planning and family office-style services. We deliver customized strategies designed to support our clients' businesses, lifestyles, and legacies.

At Summit, we are committed to building lasting relationships through deep expertise, personalized guidance, and exceptional service. Our team works collaboratively to help clients gain clarity, maximize opportunities, and create long-term financial confidence. Recognized by Forbes and other industry organizations for excellence in wealth management and financial planning, we pride ourselves on fostering a culture of professionalism, growth, and client-centered impact.

Role

The Private Wealth Relationship Manager supports Lead Advisors and Partners in delivering an exceptional client experience. This role provides technical, analytical, and relationship support by gathering client data, assisting with financial planning activities, conducting research, and helping

coordinate client service initiatives. The Private Wealth Relationship Manager works closely with the advisory team to ensure accurate execution of recommendations while developing foundational wealth management knowledge and client relationship skills.

Key Responsibilities

• Service existing client relationships with a high level of responsiveness and care.

• Participate in client meetings, reinforcing the team-based advisory approach.

• Build strong rapport with clients while supporting the Lead Advisor’s relationship leadership.

• Take the lead in responding to routine client questions and follow-up requests.

• Implement financial plans under the guidance and supervision of the Lead Advisor.

• Partner with Client Service Manager and planning team to ensure accurate and timely execution of recommendations.

• Coordinate implementation steps, ensuring alignment with overall client strategy.

• Contribute to financial planning conversations, scenario modeling, and follow-up explanations.

• Help translate complex financial concepts into clear, actionable insights for clients.

• Maintain continuity of advice by staying deeply informed on each client’s evolving situation.

• Support marketing initiatives and client engagement efforts.

• Assist in driving growth through client experience, responsiveness, and team collaboration.

Qualifications and Experience

• Bachelor’s degree in finance, business, accounting, or related field preferred

• Licensure required: Life, Health, Long-Term Care, Series 7, Series 63/66 (during introductory period)

• 3 years of experience in financial services, wealth management, insurance, banking, or a related client-facing role

• Demonstrated ability to build and maintain strong client relationships

• Strong understanding of investment, insurance, retirement, tax, and estate planning concepts

• Excellent interpersonal, communication, and presentation skills

• Demonstrated ability to manage multiple priorities in a fast-paced environment

• High level of professionalism, integrity, and commitment to fiduciary responsibility

• Ability to work collaboratively with internal teams, including Financial Planning, Risk Operations, Client Service, and Wealth Operations Professional development and continuing education support

Core Competencies

• Ability to build trust and clearly communicate with clients.

• Ability to learn and apply financial planning concepts.

• Excellent attention to detail and follow-through.

• Strong client service orientation and professionalism.

• Work effectively within a team while proactively taking ownership.

• Proactive mindset with a willingness to learn and grow.

Compensation & Benefits

• Competitive salary and profit-sharing bonus structure

• Comprehensive insurance package with company paid dental, vision, short & long-term disability

• Retirement plan with company match

• Life insurance, 1x base salary

• Paid holidays, PTO, and flexible work arrangements

• Professional development and continuing education support

Location: On-site, Mishawaka, IN

Hours: Monday – Friday, 8:00 am – 4:30 pm: however, schedules may vary based on client availability and business needs.

Flexibility to meet off-site and outside of standard business hours may be required.

With your resume, please submit expression of interest letter to Matt Miller, Director of Operations

Matt.r.miller@nm.com | 260-295-1946 | 3302 Mallard Cove Lane, Fort Wayne, IN 46804