Client Relationship Manager
Eugeneonsitemanager$65K – $70K
via Greenhouse
About this role
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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Eugene. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included