Client Relationship Manager

About the job:

The Person Who Makes Sure Great Financial Plans Actually Happen:

At Kennedy Financial Services we believe great financial planning changes lives. But a financial plan only creates value when it’s implemented. We’re looking for a ‘Relationship Manager who thrives on turning complexity into clarity, bringing order to moving parts, and ensuring clients follow through on important decisions that impact their future.

This is not a sales role.

This is a role for someone who takes pride in getting things done right, solving problems before they become obstacles, and creating an exceptional client experience through precision, consistency, and follow-through. You will serve as the primary coordinator between client, advisors, attorneys, CPAs, insurance professionals, investment professionals, and our internal team to ensure every recommendation moves from strategy to implementation.

If you’re the type of person who naturally takes ownership, notices details others miss, creates systems to improve efficiency, and enjoys helping people while managing complex projects, you’ll likely thrive here.

Why This Role Matters

Our advisors develop sophisticated financial, estates, tax, insurance, and retirement planning strategies.

Your role is to ensure those recommendations don’t sit on a shelf.

You’ll help clients navigate implementation, keep professionals aligned, manage timelines, track progress, solve problems, and ensure no important detail falls through the cradks. You become the engine that keeps plans moving forward.

What You’ll Be Responsible For

Take Ownership of Client Relationships

You’ll become a trusted resource for assigned clients by:

· Serving as a primary point of contact throughout the implementation process.

· Developing a deep understanding of each client’s goals, priorities, and financial planning strategy.

· Guiding clients through next steps and helping them stay on track.

· Providing timely, proactive communication and updates.

· Anticipating questions, concerns, and obstacles before they become problems.

· Delivering a consistently high-level client experience.

You won’t simply answer questions. You’ll help clients gain confidence that someone is actively watching over the details.

Drive Implementation and Results

You will own the execution process from start to finish by:

· Managing implementation activities associated with financial planning recommendations.

· Building and maintaining project timelines and action plans.

· Tracking progress and ensuring tasks are completed accurately and on schedule.

· Following up persistently on outstanding items.

· Coordinating multiple internal and external professions involved in client cases.

· Monitoring for potential delays, mistakes, or gaps.

· Escalating issues appropriately when additional expertise is required.

· Maintaining accurate documentation and records throughout the process.

Success in this role requires initiative. We are looking for someone who naturally asks: “What still needs to happen, and how do I ensure it gets done?”

Prepare for and Support Client Meetings

You’ll play a critical role in helping meetings produce meaningful outcomings.

Responsibilities include:

· Preparing case details and implementation updates.

· Identifying unresolved planning matters.

· Assisting with presentations and client materials.

· Documenting decisions, commitments, and action items.

· Coordinating post-meeting follow-up.

· Making sure commitments become competed tasks.

Coordinate complex Planning Teams

Many of our clients require coordination between multiple professionals.

You will serve as the central point of communication among:

· Financial Advisors

· Attorneys

· CPAs

· Insurance Professionals

· Investment Professionals

· Internal Departments

· Vendors and Service Providers

Your ability to organize information, communicate clearly, and maintain accountability across multiple parties is essential.

Improve Systems and Processes

The right candidate won’t be satisfied maintaining the status quo.

We’re looking for someone who enjoys building better processes, improving workflows, and identifying opportunities to increase efficiency and accuracy.

You will:

· Identify recurring bottlenecks and inefficiencies.

· Recommend process improvements.

· Help create scalable systems.

· Improve documentation and workflow consistency.

· Contribute ideas that elevate the client experience and team effectiveness.

We believe exceptional people create exceptional client experiences, and we are committed to rewarding excellent ownership, and results.

Base salary: $50,000-$85,000 per year

Compensation will be determined based on experience, demonstrated capability, financial services knowledge, project management expertise, and the ability to independently manage complex client relationships and implementation activities.

In addition to base salary, team members may be eligible for performance-based incentives tied to client experience, operational excellent, process improvement, and overall contribution to team success.

· Performance-based bonus opportunities

· Paid time off (PTO)

· Retirement plan participation

· Professional development and continuing education support

· Industry certification support (CFP, RICP, CEPA, and other relevant designations)

· Ongoing training and career development opportunities

· A collaborative team environment committed to personal and professional growth.

·

We’re looking for someone who takes ownership, follows through, solves problems, and consistently delivers high-quality work. We are willing to invest in exceptional talent and provide meaningful opportunities for growth, increased responsibility, and long-term career development.

If you’re the type of person who notices what others miss, takes pride in doing things the right way, and is motivated by helping clients make meaningful progress, we would love to talk with you.

Location: Eastland, TX or Three Forks, MT

Position Type: Full-Time, In-person, Remote or Hybrid

What Sets Exceptional Candidates Apart:

Exceptional candidates are known for:

Relentless Follow-Through

When you say you’ll do something, it gets done.

Strong Personal Accountability

You take ownership instead of waiting for direction

Attention to Detail

You notice inconsistences, missing information, and potential issues before others do.

High Standards

You care deeply about accuracy, quality, and precision.

Problem-Solving Ability

You don’t stop when obstacles appear. You work through them.

Process Thinking

You naturally create structure, organization, and repeatable systems.

Professional Communication

You can confidently communicate with clients, advisors, attorney, CPAs, and other professionals.

Continue Improvement Mindset

You’re always looking for ways to make things better.

Preferred Qualifications, Educations & Experience

· Bachelor’s degree in Business, Finance, Communications, Management, or related field

· 5+ years of experience in financial services, wealth management, financial planning, project coordination, relationship management, or a similar field.

· Experience managing multiple priorities and complex projects simultaneously.

· Experience coordinating activities across multiple stakeholders and professional disciplines.

· Series 65

· Life and Health Insurance License

· Certified Financial Planner or similar credentialing.

Technical Skills

· Strong organizational and project management abilities

· Exceptional written and verbal communication skills.

· Ability to interpret and understand financial planning concepts.

· Strong analytical and critical thinking skills

· Proficiency with Microsoft 365, CRM sytems, workflow tools, and financial-services technology.

· Ability to document, organize, and manage details at a high level.

Who Thrives at Kennedy Financial Services

This role is ideal for someone whose natural strengths include:

Strong work ethic and personal ownership

Detail orientation and precision

Organization and follow-through

Analytical problem solving

Relationship building ad client service

Process improvement and efficiency

Independent thinking g and sound judgment

Persistence when managing difficult or complex situations

Balancing people skills with technical execution

You enjoy both the human side and the operational side of business

You care about clients, but you’re also energized by creating order, solving problems, and ensuring commitments become results.

Our Core Values

At Kennedy Financial Services, we are guided by five core values:

We Lead with Truth & Grace

We work with a Cowboy’s Grit

We Cherish Relationships

We Act with Purpose

We Have Fun

We’re looking for someone who shares these values and demonstrates them through hard work, professionalism, and a genuine commitment to serving others.

Ready to Join Our Team?

If you’re a driven professional who loves solving problems, building relationships, improving systems, and ensuring important work gets completed with excellence, we’d love to meet you.

Apply today and help our clients turn great financial plans into meaningful progress and lasting confidence.

Pay: $50,000.00 - $85,000.00 per year

Benefits:

• Health insurance
• Paid time off
• Professional development assistance
• Volunteer time off

Work Location: Hybrid remote in Three Forks, MT 59752