Paraplanner / Client Relationship Manager

Sanctuary Wealth is a boutique financial advisory firm that serves business owners and entrepreneurs, directing $50B in client assets. They are seeking a Paraplanner / Client Relationship Manager to provide technical planning, execution, and investment operations support for their advisory team, ensuring flawless planning and exceptional client service. Responsibilities Build, update, and maintain eMoney financial plans for clients and prospects, translating advisor notes into accurate plan inputs, assumptions, and planning recommendations Generate and manage Orion performance reports, quarterly review packets, and dashboards to support client meetings and ongoing monitoring Manage Fidelity Wealthscape account onboarding, transfers, service requests, and documentation to ensure smooth client transitions and accurate account setup Execute ad-hoc trades, manage cash movements, and support day-to-day investment operations under advisor direction Complete Adhesion account onboarding, strategy selection, and ongoing maintenance Run portfolio and investment analysis using tools such as BlackRock 360, Franklin Templeton Portfolio Analytics, internal allocation models, and custodian reporting systems Process alternative investment purchases via +Subscribe and maintain accurate tracking Prepare client meeting materials, ensure completion of follow-up items, and maintain client details across planning & operational workflows; eventually take full ownership of delivery Provide exceptional client service support, ensuring timely responses, detailed follow-through, and coordination across the advisory and operations teams Maintain high data integrity, adhere to compliance requirements, and support internal process improvements as the firm grows Skills 1–5+ years of experience in wealth management, RIA operations, or financial planning Strong understanding of key financial planning concepts - i.e. differences between Traditional vs. Roth IRAs, tax impacts, contribution rules, and common planning strategies Experience with any of the following systems (training provided where needed): + eMoney or similar planning software + Orion or performance reporting platform + Fidelity Wealthscape or another custodian + Adhesion, BlackRock 360, FT Portfolio Analytics, or similar tools Strong organizational skills, detail orientation, and the ability to manage multiple priorities Experience in a technical paraplanner, analyst, or senior analyst role Familiarity with alternative investments and subscription platforms Desire to pursue CFP down the road (not required) Prior experience in a growing or boutique RIA environment Benefits Annual bonus opportunity PTO, holidays, and access to Sanctuary Wealth resources, tools, and training programs. 75% Employer-Provided Health Insurance 401k with 4% match Company Overview Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve. It was founded in 2018, and is headquartered in Indianapolis, Indiana, USA, with a workforce of 51-200 employees. Its website is