Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 6 days agoWe saw it 82 min after it went up

Client Relationship Manager

Mariner47 open roles

Pay
$115,000 – $135,000 a year
Where
Los Angeles, CA
Work mode
On site
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowClient Relationship ManagerMariner · Los Angeles, CA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Mariner's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

7.7% of postings close within 7 days. Measured by our own scanner across the market. Mariner postings stay open a median of 22 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.3%3 days
  3. 7.7%7 days
  4. 14.0%14 days
  5. 33.7%30 days
This job: posted 6 days ago

Mariner median: 22 days open

The posting

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

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Mariner's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Mariner's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Mariner's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.