Vice President, Client Relationship Manager

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

📋 Description

• Act as the primary liaison for the Senior Wealth Manager’s clientele; proactively identifying client needs, addressing inquiries, and fostering strong relationships through exceptional client service and follow-up.

• Compile information and presentations for both prospective and current client meetings, which includes gathering financial, investment, and tax-related documents, performing financial analyses, and developing presentation and proposal materials for discussions.

• Oversee the allocation of investments for new client funds and portfolio adjustments.

• Execute and reconcile trades as instructed by the Senior Wealth Manager.

• Manage client cash flow requirements to ensure adequate funds are available to fulfill investment obligations.

• Maintain a comprehensive understanding of the firm’s investment strategies and ensure compliance with allocation and regulatory policies.

• Schedule appointments for both prospective and existing clients with the Senior Wealth Manager.

• Document call and meeting notes and monitor the completion of daily responsibilities in the firm’s relationship management system.

• Generate reports and materials for client review sessions.

⛳️ Requirements

• Bachelor’s degree.

• 2+ years of experience in the wealth management sector or a related field.

• 2+ years of experience in a client-facing role.

• Certified Financial Planner (CFP) designation.

🏝️ Benefits

• Flexible work environment.

• Encourages personal and professional development.

• Fosters a culture of mutual support among colleagues, communities, and clients.