Relationship Manager

Overview: Our client is seeking an experienced and dedicated Relationship Manager to join their team. This role is pivotal in both managing client relationships and delivering comprehensive wealth management services. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to independently manage client portfolios.Key ResponsibilitiesClient Relationship ManagementAct as the primary relationship manager for an assigned portfolio of clients, building and maintaining strong, trust-based relationshipsIndependently handle client communications, providing expert guidance and addressing concerns in collaboration with the Private Wealth AdvisorWealth Management ServicesDeliver comprehensive financial planning services under the direction of Private Wealth AdvisorsPrepare for and participate in annual review meetings, including compiling client summary sheets and RM decksManage ongoing client needs, including cash flow analysis, eMoney maintenance, estate planning coordination, and year-end tax planningOversee the onboarding process for new clients, ensuring seamless integration into the firm's processesPresent tax and estate planning techniques to clients, effectively communicating strategies and coordinating with the firm's tax practiceTechnology ProficiencyMaster the firm's planning tools and technology to ensure accurate and current client dataMaintain eMoney accounts by confirming ongoing expense and income assumptions, reviewing net worth, and managing outside assetsTeam CollaborationCollaborate with multiple advisors based on client and firm needs, ensuring a cohesive, client-focused approach.Work closely with other Relationship Managers and the operations team to provide exceptional service to clients.QualificationsExperienceAt least 3 years of client-facing experience in wealth managementSkillsProven ability to independently manage and retain client relationshipsStrong technical expertise in financial planning, tax, and estate planning strategiesExcellent communication and presentation skillsAbility to manage complex client situations with minimal supervisionCompensation$125,000 base salary with incentivesComprehensive benefits package including insurance, 401k contributions and continuing education opportunitiesPerformance-based bonuses including incentives tied to new client acquisitions and overall firm performance

Created: 2024-11-10