Relationship Manager

Pactolus Private Wealth Management, LLC (Pactolus) is a client-centric multifamily office focused on providing non-traditional private equity and real estate investment opportunities to a community of affluent and successful entrepreneurial families. Pactolus seeks to attract a Relationship Manger to promote and support portfolio growth and deepen the relationship with families as its trusted partner.

The Relationship Manager (RM) plays a central role in delivering highly personalized, advisory-driven wealth management services to a select group of clients. This position is focused on building long-term, trust-based relationships and providing thoughtful guidance around asset allocation and portfolio strategy, rather than product sales. The ideal candidate brings strong investment acumen, a client-first mindset, and the ability to operate in a collaborative, boutique environment.

This is an in-office position.

• Act as the primary point of contact and trusted advisor for a defined group of clients.
• Develop a deep understanding of each client’s financial objectives, risk tolerance, liquidity needs, and family considerations.
• Communicate portfolio positioning, performance, and market perspectives in a clear and thoughtful manner.
• Proactively identify changes in client circumstances and recommend appropriate portfolio or planning adjustments.
• Coordinate with internal teams to ensure a seamless, high-touch client experience from onboarding through ongoing servicing.
• Prepare and participate in client meetings, including portfolio reviews and strategic discussions.
• Uphold fiduciary standards and maintain a high level of discretion and professionalism.
• Expand Pactolus offerings, through third-party relationships, to include financial planning and insurance products, providing additional opportunities for revenue growth and delivery of a heightened client service level. The bridge with third-party providers will support expansion of our offerings and revenue growth until which time we offer financial planning and insurance services in-house.

• Provide day-to-day leadership to drive execution of Pactolus’s 2026 Vision and core values.
• Improve business processes through analysis and collaboration with team members to develop better procedures to improve accuracy, efficiency, and create a heightened client experience.

• Bachelor’s degree in finance, economics, business, or a related field
• 3–5 years of experience in wealth management, investment advisory, or private wealth services
• Financial license and/or Chartered Financial Analyst (CFA) designation
• Solid foundation in estate planning
• Solid foundation in asset allocation, portfolio construction, and capital markets
• Demonstrated experience working directly with clients in an advisory capacity
• Strong written and verbal communication skills, with the ability to translate complex concepts into actionable guidance
• Detail-oriented, organized, and comfortable operating in a lean, entrepreneurial environment