Private Client Relationship Manager
Capital
About this role
The Private Client Relationship Manager role is responsible for managing the day-to-day operations of the advisor’s practice to achieve sales and service goals while maintaining client relationships. This position requires providing expertise in client matters, overseeing Client Service Associates, and driving growth in client servicing and sales efforts.
Skills
Qualifications
About Capital
capitalgroup.comIndustry
Finance
Since 1931, we've helped millions of investors worldwide pursue their real-life goals.
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About Capital
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Capital.
Salary
$146k – $194k
per year