Make Your Mark at Revolution Group
Are you driven by building long-term relationships and delivering a high level of client experience?
Do you take pride in knowing your clients deeply, staying proactive, and ensuring nothing falls through the cracks?
At Revolution Group, LLC, we’re looking for a Relationship Manager to support and strengthen existing client relationships within a collaborative, team-based advisory model.
Who We Are
Revolution Group, LLC isn’t just another firm—it’s a movement. Our founder, once the lead strategist for one of the world’s richest families, created Revolution Capital—our SEC-registered investment advisor and planning division—to fix what’s broken in wealth management: lackluster service, generic portfolios, and misaligned priorities.
We partner with business owners, families, family offices, foundations, and endowments with complex financial lives.
We are a REAL FIDUCIARY™, fee-only firm—not tied to Wall Street, broker-dealers, or insurance companies. Our approach is collaborative, integrated, and centered on each client’s full financial picture, goals, and purpose.
The Role
As a Relationship Manager, you will be responsible for maintaining and strengthening client relationships after they join the firm.
You will serve as a consistent point of contact, ensuring clients receive a high level of service, proactive communication, and coordinated advice across the team.
You will work closely with advisors, tax professionals, and investment leadership to deliver a seamless client experience.
What You’ll Do
Client Relationship Management
- Serve as a primary contact for assigned client relationships
- Build trust through consistent, proactive communication
- Maintain a deep understanding of each client’s goals, priorities, and full financial picture
Client Experience & Retention
- Ensure clients feel supported, informed, and engaged
- Coordinate and participate in client meetings and reviews
- Follow through on all client requests and action items in a timely manner
Account Oversight & Coordination
- Monitor client accounts and ensure alignment with planning and investment direction
- Coordinate with internal team members across tax, investments, and operations
- Ensure all aspects of the client relationship are organized and up to date
Relationship Expansion
- Identify opportunities to deepen client relationships
- Support introductions to additional family members or entities when appropriate
What Success Looks Like
- High client retention and satisfaction
- Consistent, proactive communication with clients
- Organized and well-managed client relationships
What We’re Looking For
Experience
- 3–10+ years in wealth management, financial planning, or client relationship management
- Experience working with high-net-worth clients preferred
Skillset
- Strong relationship-building and communication skills
- Highly organized and detail-oriented
- Ability to manage multiple client relationships simultaneously
- Collaborative mindset and team-first approach
Licensing
- Series 65 (or ability to obtain within 90 days) preferred
- CFP® or similar designation is a plus
Compensation & Benefits
- Competitive base salary
- Bonuses
Final Note
This role is ideal for someone who enjoys:
- building long-term relationships
- delivering a high level of service
- and working as part of a collaborative advisory team
If you take pride in maintaining strong relationships and delivering an exceptional client experience—we’d welcome a conversation.
Ready to step up? Apply today as a Financial Advisor at Revolution Group. Let’s create something extraordinary!