Relationship Manager
About the job
- At least 3 years of recent industry experience.
- Knowledge of the Fidelity custodial platform, Wealthscape.
- Excellent interpersonal and communication skills.
- Strong organizational and multitasking abilities.
- Proficiency in financial software and tools.
- Dedication to maintaining client confidentiality and trust.
- Attend client meetings and support advisors by gathering necessary information and facilitating smooth interactions.
- Create follow-up tasks based on client meetings and inquiries and ensure their prompt completion by the Relationship Manager or back-office team.
- Collaborate with advisors to execute trading orders and manage client investment portfolios.
- Track and report the status of outstanding tasks and provide advisors with current progress and outstanding client-request information.
- Manage client accounts from initial opening through ongoing servicing, including document gathering, account setup, and comprehensive client support.
- Gather, organize, and clarify client information to support financial-planning analyses and projections.
- Conduct client outreach and follow up to assist with implementing advisor recommendations and planning action items.
- Ensure activities and processes conform to regulatory requirements and internal compliance standards.
- Collaborate with advisors, back-office staff, and other team members to provide a seamless client experience.
- Serve as a liaison between advisors and clients throughout the financial-planning process by collecting and validating financial information, preparing documentation for planning analyses, and coordinating client follow-up to support timely implementation of recommendations.
- Familiarity with Salesforce.
About the company
Cascade Apollon Wealth Management helps individuals and families manage and grow wealth through integrated, customized financial advice. The firm combines institutional access and thinking with private client service to offer comprehensive planning, investment management, and coordination with other wealth professionals. Its process centers on creating a tailored financial roadmap that aligns goals, objectives, and concerns, and it can work alongside a client’s existing advisers to implement a cohesive strategy. The approach is to simplify decisions in a complex financial world by offering stewardship, guidance, and discipline to navigate market opinions and distractions. Cascade Apollon differentiates itself by bridging the gap between institutional and retail investing, aiming for preferential results that are hard to obtain elsewhere. The goal is to help clients plan wisely, invest confidently, and enjoy life by delivering clear, realistic, and tangible financial outcomes.
Company Size
11-50
Company Stage
N/A
Total Funding
N/A
Headquarters
Denver, Colorado
Founded
1994
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Simplify's Take
What believers are saying
- Apollon completed Motley Fool Wealth in April 2026, adding roughly $1.5 billion assets.
- Senglaub Financial Group joined in May 2026, adding about $650 million client assets.
- Firm scale reached about $11.6 billion RIA AUM by July 2026, strengthening recruiting power.
What critics are saying
- United Capital's Delaware lawsuit alleges client poaching and trade secret misappropriation; trial pressure persists in 2026.
- Motley Fool Wealth migration in 2026 risks account-transfer friction and advisor churn.
- Heavy acquisition dependence creates integration failure risk that can erode service quality and margins.
What makes Apollon Wealth Management unique
- Open-architecture platform with 100+ proprietary strategies and centralized investment committee.
- C.J. Lawrence brought New York reach and 160 years of institutional investing heritage.
- Apollon combines advisor independence with centralized compliance, operations, and integration support.
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Benefits
Remote Work Options
Hybrid Work Options
Flexible Work Hours
Professional Development Budget
Growth & Insights and Company News
6 month growth
-6%1 year growth
-6%2 year growth
-6%Also, Wealth Enhancement books two, Ameriprise lures Commonwealth team overseeing $140M, and &Partners snags advisors from Wells Fargo and Edward Jones.
Acquisition to expand financial planning offerings to Fool Wealth clients...
Apollon Wealth Management (“Apollon”), a leading Charleston-based financial advisory firm under Apollon Holdings, has expanded into New York City with
Apollon Wealth Management LLC bought a new position in Celanese Co. (NYSE:CE – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 1,516 shares of the basic materials company’s stock, valued at approximately $236,000. Other institutional investors have also recently […]