Client Relationship Manager

Sapient Private Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping high-net-worth individuals and families develop personalized strategies to accumulate, preserve, and transfer wealth. Our comprehensive wealth management approach combines investment management with estate, tax, education, and philanthropic planning to provide customized solutions tailored to each client's unique financial goals.

Sapient is committed to delivering exceptional client service while fostering a collaborative, team-oriented culture. We believe our people are our greatest asset and strive to create an environment that encourages professional growth, continuous learning, and meaningful relationships with both clients and colleagues.

This position requires you to be on-site in our Eugene office.

Primary Responsibilities:

The Client Relationship Manager will partner closely with the firm's Wealth Managers to provide exceptional service to clients while supporting the implementation of investment management and comprehensive wealth planning strategies. This individual will serve as a trusted point of contact for clients, ensuring a seamless experience through proactive communication, operational support, and relationship management.

The role includes established responsibilities while