---
title: Client Relationship Manager at Mariner Wealth Advisors
description: Mariner Wealth Advisors is hiring for the Client Relationship Manager role in
  Los Angeles, CA. See the full description and apply.
type: job
url: https://www.foundrole.com/jobs/client-relationship-manager-at-mariner-wealth-advisors-01a0d9f8-7b2c-76a4-ac14-8c9e88c26b6b
date: 2026-09-27T23:36:59Z
og_description: Join Mariner Wealth Advisors as Client Relationship Manager in Los Angeles, CA.
  Pays $115K–$135K per year. Full-time, on-site role.
og_image: https://www.foundrole.com/og/nv2f7c.png
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---

| | |
|---|---|
| **Company** | Mariner Wealth Advisors |
| **Location** | Los Angeles, CA |
| **Salary** | $115K/yr - $135K/yr |
| **Type** | Full Time |
| **Posted** | Sep 25, 2026 |
## Description

## We are seeking an experienced Client Relationship Manager (CRM) to serve as the primary point of contact for ultra-high-net-worth clients. This is a highly client-facing role requiring strong financial proficiency, exceptional organizational skills, and the ability to manage the day-to-day financial and administrative complexities of a client's world.

 

The CRM serves as the quarterback for the relationship, coordinating with clients, advisors, CPAs, attorneys, bankers, insurance professionals, property managers, and household staff to ensure seamless execution and an exceptional client experience.

 

**Responsibilities**

- Serve as the primary point of contact for clients and their professional teams.

- Review and present personal financial statements, consolidated reporting packages, budgets, and cash flow projections.

- Oversee day-to-day financial administration, including cash management, bill pay, money movement, insurance premiums, and tax payments.

- Coordinate trusts, LLCs, operating businesses, commercial real estate, personal residences, and rental properties.

- Partner with advisory, tax, and estate planning teams to support liquidity planning, tax compliance, and implementation of planning strategies.

- Monitor client activity, proactively identify issues, and drive solutions to completion.

- Ensure timely, accurate execution of client requests while maintaining the highest level of service and discretion.

**Qualifications**

- 5+ years of client-facing experience in a family office, business management, accounting, or wealth management environment.

- Experience managing complex high-net-worth or ultra-high-net-worth client relationships.

- Strong understanding of personal financial statements, cash flow reporting, budgeting, and financial analysis.

- Experience working with multiple entities, trusts, real estate holdings, and business interests.

- Working knowledge of cash management, bill pay, money movement, and financial administration.

- Exceptional communication, relationship management, and problem-solving skills.

- Ability to prioritize competing demands in a fast-paced, high-touch environment.

- High degree of professionalism, discretion, and attention to detail.

 

#LI-MK1

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our [Employee and Applicant Privacy Notice](https://www.marinerwealthadvisors.com/mariner-employee-applicant-privacy-notice/).

EOE M/F/D/V
## Skills

- Commercial Real Estate
- Tax Compliance
- Discretion
- Problem Solving
- Planning
- Family Office
- Deployment Strategy
- Money Movement
- Customer Relationship Management
- Bill Pay
- Financial Analysis
- Wealth Management
- Trusts and Estates
- Human Resources
- Attention to Detail
- High Net Worth
- Liquidity Management
- Relationship Management
- Organizational Skills
- Cash Management
- Financial Statements
- Communication
- Budgeting
- Financial Management

## How to Apply

[Apply for this position](https://www.foundrole.com/jobs/client-relationship-manager-at-mariner-wealth-advisors-01a0d9f8-7b2c-76a4-ac14-8c9e88c26b6b?utm_source=ai_markdown)

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