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Senior Client Advisor / Relationship Manager

Job

Gryphon Financial Partners

Toledo, OH (In Person)

Full-Time

Posted 1 week ago (Updated 2 days ago) • Actively hiring

Expires 7/11/2026

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Job Description

Senior Client Advisor / Relationship Manager at Gryphon Financial Partners Senior Client Advisor / Relationship Manager at Gryphon Financial Partners in Toledo, Ohio Posted in 2 days ago.
Type:
full-time
Job Description:
About Gryphon Financial Partners Gryphon Financial Partners is a $2.3B AUM independent RIA and multi-family office serving high-net-worth clients and families. We offer a core Wealth Management practice and a Multi-Family Office for families with $25M+ in assets spanning investment management, financial and estate planning, philanthropic strategy, private capital, lending, business succession, corporate executive services, and full family office. The Family Wealth Alliance ranked us #1 among our national peer group of RIAs, MFOs, and SFOs. The Opportunity We are growing intentionally and selectively. We are looking for a Senior Client Advisor / Relationship Manager to join our team in Toledo, Columbus, or Cincinnati. Bring your talent, your relationships, and your ambition to a firm that invests in your success the same way you invest in your clients'. Why Advisors Choose Gryphon
    True Independence:
    No proprietary products, no quotas, no conflicts. Fiduciary advice, every time.
      Leadership That Supports You:
      Our leaders' job is to clear your path. Full client service, planning, investment, and ops support behind you daily.
        A Voice That Matters:
        Every advisor shapes how this firm evolves. Your ideas are heard and acted on.
          Radical Transparency:
          Comp, strategy, decisions - honesty and candor, always. No surprises, no politics.
            Compensation Built Around You:
            Industry-leading grid or base/bonus, your choice, both with uncapped earning potential. What You Will Do
            • Serve as the primary trusted advisor to a portfolio of HNW clients and families
            • Lead client meetings with polished presentations, portfolio reviews, and integrated financial plans
            • Deliver full-spectrum services: investments, estate/financial planning, philanthropy, lending, and family office
            • Collaborate with internal teams and clients' tax, legal, and insurance professionals
            • Cultivate multi-generational relationships and expand services over time What We Offer
            Compensation:
            Industry-leading grid or base/bonus, both uncapped
              Benefits:
              Health, dental, vision; 401(k) with match; profit-sharing
                Time Off:
                5 weeks paid vacation
                  Development:
                  Financial support for designations and continuing education
                    Infrastructure:
                    Full support in client service, planning, investments, and operations What We Are Looking For
                    • Bachelor's degree, Finance or Business preferred
                    • 5+ years of client relationship management in wealth management
                    • Designations preferred: CFP, ChFC, CPA, CFA, RICP, or CEPA
                    • Exceptional communication: written, verbal, and interpersonal
                    • Deep knowledge of the full wealth management lifecycle
                    • Uncompromising fiduciary mindset
                    • Problem-solver; strong organizational discipline and follow-through