Senior Relationship Manager

This is a fully remote position, open to applicants in Colorado, +1 more state.

📋 Description

• Act as the main point of contact for strategic client accounts, ensuring alignment with business objectives and addressing complex relational needs.

• Develop and deliver Visual Analytics dashboards and investment reports to facilitate client decision-making and fulfill fiduciary responsibilities.

• Provide mentorship and support to junior Relationship Managers, sharing best practices and fostering professional growth.

• Conduct plan reviews and provide strategic advice to enhance plan design, investment strategies, and client engagement.

• Execute additional responsibilities as assigned.

⛳️ Requirements

• Bachelor’s degree is mandatory; MBA is preferred.

• 5 to 8 years of experience in the financial services sector.

• FINRA Series 7 and 63 or 65 is preferred.

• In-depth knowledge of financial products and analytics tools.

• Strong strategic thinking, stakeholder management, and influencing skills.

• Capacity to navigate intricate client dynamics.

• Advanced understanding of products.

• Ability to mentor others effectively.

🏝️ Benefits

• Competitive Total Rewards package, encompassing base salary, incentive programs, benefits, and a 401(k) plan with matching contributions.

• Flexible and hybrid work arrangements to promote work-life balance.

• Tuition reimbursement to support ongoing education.

• Professional and career development opportunities, including courses and certifications.

• Comprehensive wellness programs that encourage physical, mental, and emotional well-being.

• Volunteer initiatives to promote community involvement.