Paraplanner / Client Relationship Manager

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