Relationship Manager

Job Description
This role supports the Financial Advisor (FA) team to further develop and enhance existing client relationships. The individual acts as a key point of contact for clients on non‑administrative requests, assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. The position may involve the provision of residential mortgage loans and is subject to SAFE Act registration requirements.

Responsibilities

Identify and own the client onboarding process

Document client interactions and provide the team with time‑sensitive updates

Execute the team service model

Assist the Financial Advisor Team and/or Senior Business Manager in developing and monitoring the team’s client book segmentation strategy

Engage specialists and partners to address client needs

Identify and own the client offboarding process

Attend client review meetings to assist in rediscovery conversations, capture notes, and follow up in Salesforce, tracking all actions and activities to ensure the highest level of client service

Monitor and report on client satisfaction and manage the resolution of client escalations

Required Skills / Qualifications

Either Series 7 and 66 licenses or Series 7, 63 and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support

SAFE Act registration

Maintain a Form ADV‑2B, which provides clients details on individual experience and educational background, and other requirements governed by the U.S. Securities and Exchange Commission (SEC)

Obtain and/or maintain at least one firm‑approved designation

Possess strong communication skills

Ability to lead through collaboration and influence without direct authority

Detail‑oriented with strong organizational skills and ability to manage multiple tasks and priorities simultaneously

Thorough knowledge and understanding of the suite of Wealth Management products and services

Proven ability to manage risk and support sound decisions

Ability to research escalated client issues for response/resolution

Skills

Account Management

Business Acumen

Client Management

Client Solutions Advisory

Portfolio Management

Referral Identification

Referral Management

Relationship Building

Administrative Services

Client Investments Management

Customer Service Management

Process Simplification

Minimum Education
High School Diploma / GED / Secondary School or equivalent

Shift
1st shift (United States of America)

Hours Per Week
40

#J-18808-Ljbffr