Sanctuary Wealth is a boutique financial advisory firm that serves business owners and entrepreneurs, directing $50B in client assets. They are seeking a Paraplanner / Client Relationship Manager to provide technical planning, execution, and investment operations support for their advisory team, ensuring flawless planning and exceptional client service.
Responsibilities
- Build, update, and maintain eMoney financial plans for clients and prospects, translating advisor notes into accurate plan inputs, assumptions, and planning recommendations
- Generate and manage Orion performance reports, quarterly review packets, and dashboards to support client meetings and ongoing monitoring
- Manage Fidelity Wealthscape account onboarding, transfers, service requests, and documentation to ensure smooth client transitions and accurate account setup
- Execute ad-hoc trades, manage cash movements, and support day-to-day investment operations under advisor direction
- Complete Adhesion account onboarding, strategy selection, and ongoing maintenance
- Run portfolio and investment analysis using tools such as BlackRock 360, Franklin Templeton Portfolio Analytics, internal allocation models, and custodian reporting systems
- Process alternative investment purchases via +Subscribe and maintain accurate tracking
- Prepare client meeting materials, ensure completion of follow-up items, and maintain client details across planning & operational workflows; eventually take full ownership of delivery
- Provide exceptional client service support, ensuring timely responses, detailed follow-through, and coordination across the advisory and operations teams
- Maintain high data integrity, adhere to compliance requirements, and support internal process improvements as the firm grows
Skills
- 1–5+ years of experience in wealth management, RIA operations, or financial planning
- Strong understanding of key financial planning concepts - i.e. differences between Traditional vs. Roth IRAs, tax impacts, contribution rules, and common planning strategies
- Experience with any of the following systems (training provided where needed): + eMoney or similar planning software + Orion or performance reporting platform + Fidelity Wealthscape or another custodian + Adhesion, BlackRock 360, FT Portfolio Analytics, or similar tools
- Strong organizational skills, detail orientation, and the ability to manage multiple priorities
- Experience in a technical paraplanner, analyst, or senior analyst role
- Familiarity with alternative investments and subscription platforms
- Desire to pursue CFP down the road (not required)
- Prior experience in a growing or boutique RIA environment
Benefits
- Annual bonus opportunity
- PTO, holidays, and access to Sanctuary Wealth resources, tools, and training programs.
- 75% Employer-Provided Health Insurance
- 401k with 4% match
Company Overview
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