Accountable that each client achieves their goals through The Opal Way, and that each client's experience with Opal Wealth Advisors is exceptional Serve as primary contact for a group of clients Partner with Advisory Team and Client Service Team to fulfill client needs Ensure Lead advisors have the needed administrative resources to deliver the client experience Note: Role is formally titled "Relationship Manager" Client Experience: Manage new client onboarding process to ensure an exceptional client experience Manage and schedule client reviews.
Mar 20, 2026