Relationship Manager

This is a fully remote position, open to applicants in Florida.

📋 Description

• Act as the main liaison for clients, managing and improving their comprehensive experience during inbound communications.

• Develop a thorough understanding of the firm's service offerings, financial planning services, investment products, market conditions, and industry trends.

• Work in conjunction with Financial Consultants during client meetings conducted via phone, video calls, and face-to-face interactions.

• Manage intricate client communications and ensure prompt responses to service inquiries and tailored reporting.

• Offer extensive financial planning assistance, including the creation of foundational financial plans.

• Begin the process for new account documentation and client instructions, supervise onboarding and updates to investment objectives, and facilitate the cross-functional completion of necessary requirements.

• Partner with Wealth Management Associates to guarantee accurate and thorough client documentation.

• Assist in preparing materials for client meetings.

• Address and resolve client issues, escalating complex or unresolved matters to management when necessary.

• Organize client and prospect meetings and oversee the advisory team's schedules.

• Collaborate with Marketing colleagues and internal teams on targeted outreach and campaign efforts.

• Plan and engage in strategic prospecting activities to boost pipeline growth and nurture warm leads.

• Utilize the firm's sales and service technologies, digital marketing, client service, and financial planning tools to foster growth and engagement.

• Coordinate the review and development of RFP responses in collaboration with the Portfolio Strategies Group.

⛳️ Requirements

• Bachelor’s degree, preferably with a focus in Finance, Business, Economics, or Pre-law.

• A minimum of 3 years of relevant experience with a Registered Investment Advisor (RIA), trust company, bank, brokerage, or financial planning firm is preferred.

• Prior experience in direct client relationships or sales is preferred.

• Series 7 and 66 licenses are required, or must be obtained within the first year of employment.

• Willingness to travel and work outside standard business hours to meet client needs.

• Familiarity with Envestnet, Salesforce, and Charles Schwab is preferred.

• A strong commitment to serving clients and delivering an exceptional experience with a fiduciary duty of care.

• Outstanding written and verbal communication skills, with the ability to clearly articulate complex information.

• Capability to manage multiple priorities concurrently while ensuring accuracy and meticulous attention to detail.

• A strong dedication to achieving goals, demonstrating urgency, and following through on commitments.

• Proactive initiative in addressing challenges and problem-solving.

🏝️ Benefits

• Health, dental, and vision insurance.

• Employer HSA contributions.

• Opt-out credit.

• 401k employer matching.

• Paid volunteer days.

• Gym reimbursement.