Summary
As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients’ experience. You will also contribute to your team’s new business development activities, including expanding wallet share of existing client relationships and prospecting new relationships across various client types, such as high-net-worth individuals, endowments & foundations, and businesses. As the primary client service contact, you will contribute to the creation of long-lasting, trusted advisory relationships.
As a Relationship Manager you will work in collaboration with a Wealth Management Advisory team. You will report to the Chief Client Experience Officer.
Responsibilities
CLIENT RELATIONSHIP MANAGEMENT
- Serve as the primary point of contact for clients, overseeing and enhancing their end-to-end experience across all inbound interactions.
- Build a deep knowledge of firm service offerings, financial planning capabilities, and investment products. Stay up to date on current market dynamics and overall industry trends.
- Collaborate with Financial Consultants in conducting client meetings via telephone, video conference, and in‑person interactions.
- Oversee complex client communications and manage responses to service inquiries and customized reporting in a timely manner
- Work with the Financial Consultant to provide broad financial planning support, which will include helping to generate baseline financial plans.
- Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria
- Work with the Wealth Management Associates to ensure timely, accurate, and complete documentation of client information.
- Facilitate the preparation of materials for use in client meetings.
- Address and resolve client concerns, escalating complex or unresolved issues to management when necessary.
TEAM SALES COLLABORATION
- Coordinate Client and Prospect meetings for the advisory team, ensuring efficient calendar management and a seamless client experience.
- Strengthen financial planning and business development capabilities through active engagement with Advisors, formal training programs, and ongoing independent learning.
- Collaborate with Marketing partners and internal team members to develop and execute targeted outreach and campaign initiatives for clients and prospects.
- Plan, organize, and participate in strategic prospecting initiatives in partnership with Financial Consultants to support pipeline growth and cultivate warm leads.
- Develop expertise in firm sales and service technologies, leveraging digital marketing, client service, and financial planning tools to support business growth and client engagement.
- Coordinate request for proposal (RFP) reviews and response development in collaboration with the Portfolio Strategies Group on behalf of the advisory team.
Qualifications & Requirements
- Bachelor’s degree, with a concentration in Finance, Business, Economics, or Pre-law preferred
- 3+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm preferred
- Prior direct client relationship or sales experience preferred
- Series 7 and 66 required, or targeted within first year of employment
- Flexibility to travel and work outside of normal business hours to accommodate client schedules
- Experience with Envestnet, Salesforce, & Charles Schwab preferred
Key Attributes
- A passion for serving clients and providing an exceptional experience with a fiduciary duty of care
- Excellent written and verbal communication skills, with the ability to succinctly summarize complex information.
- Manage multiple priorities simultaneously, maintaining accuracy and close attention to detail.
- A strong commitment to achieving goals, acting with a sense of urgency, and follow-through.
- Take initiative to address challenges and solve problems proactively.
Perks
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
Compensation: $60,000 - $85,000 expected base salary. Base salary is broadly based on tenure within the firm, experience, and contribution to the team. Total compensation is comprised of base salary and multiple tiers of bonuses including discretionary, metrics-based, a third category that is reserved for top-performers that are recognized as Team Leads.
