M Financial Group
The Relationship Manager serves as the primary regional point of contact for assigned member firms, guiding them through M Financial Group's offerings and ensuring a high-touch service experience. This role leads onboarding and transition initiatives, coordinates cross‑functional support, and maintains ongoing relationships to meet firm needs and drive adoption of programs and platforms.
THE STANDARD FOR EXCELLENCE M Financial Group M Financial Group is a leading financial services design and distribution firm, serving high-net-worth individuals and Fortune 1000 companies through a network of 140+ independent Member Firms. What Sets Us Apart Our Value Proposition M Financial creates value for our Member Firms through: 01 World-class expertise and knowledge 02 Superior, exclusive […]
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
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
View leadership team, funding history,
and employee contacts for M Financial Group.
M Financial Group didn’t post a salary, so this is our estimate from similar listings.
15% below the average for this role