Relationship Manager

The Role: Relationship Manager (RM)

United Capital Financial Advisors is seeking a highly organized, relationship-driven Relationship Manager to join our Central Support Team based in Irving, TX. This role will support advisors and clients across the country, partnering closely with Wealth Advisors and Managing Directors to deliver a high-touch client experience while ensuring operational excellence and execution.

This is an ideal opportunity for a detail-oriented professional who thrives in a fast-paced environment, enjoys building relationships, and can effectively manage multiple priorities, workflows, and advisor relationships simultaneously. The ideal candidate will bring a strong service mindset, operational precision, and the ability to act as a trusted partner to advisors and clients alike.

This position offers significant exposure to sophisticated wealth management practices, advisor operations, and long-term career growth within a nationally respected and rapidly growing firm.

What You’ll Do

• Serve as a primary support partner to advisors across the country, helping manage ongoing client relationships and advisor operational needs

• Build strong internal and external relationships through proactive communication, responsiveness, and high-touch service

• Support client onboarding, account maintenance, money movement, account transfers, and operational workflows with a high level of accuracy and attention to detail

• Coordinate across custodians, internal departments, and planning systems to ensure timely execution and resolution of client requests

• Manage multiple advisor relationships and competing priorities in a fast-paced, service-oriented environment

• Assist with meeting preparation, follow-up items, client review preparation, and pipeline tracking

• Research and help resolve complex operational and client service matters

• Support advisors with planning-related workflows and ongoing relationship management initiatives

• Maintain detailed records and documentation to support compliance and operational best practices

What We’re Looking For

• Minimum 3–5 years of experience within wealth management, financial services, banking, trust, or advisor support environments

• Series 65 license preferred

• Strong attention to detail and organizational skills

• Proven ability to multitask and manage multiple relationships and priorities simultaneously

• Excellent communication and relationship-building skills

• Client-first mentality with a strong sense of ownership and follow-through

• Ability to thrive in a collaborative, fast-paced, advisor-driven environment

• Experience supporting multiple advisors or teams preferred

• Familiarity with Schwab and Fidelity custodial platforms preferred

• Experience with CRM systems such as Salesforce preferred

• Proficiency in Microsoft Office Suite

• Bachelor’s degree preferred

• Willingness to work in-office in Dallas, TX 3–4 days per week

Why United Capital?

• Competitive compensation and comprehensive benefits package

• Medical, dental, vision, life, and disability insurance

• Generous paid time off, holidays, and parental leave

• Retirement plan with company match

• Collaborative and relationship-driven culture

• Direct exposure to senior leadership and advisors across the country

• Career growth opportunities within a nationally recognized wealth management firm

Ready to Grow With Us?

If you are highly organized, relationship-focused, and excited about supporting sophisticated advisors and clients in a dynamic environment, we’d love to hear from you.

Apply today and take the next step in your career with United Capital Financial Advisors.

Equal Employment Opportunity Statement

All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital status, or any other protected status. Applicants must be legally authorized to work in the United States without sponsorship.