Relationship Manager

Integrated Capital Management, LLC, is a SEC registered, fee-based fiduciary wealth management firm dedicated to delivering comprehensive, objective financial advice.For over fifteen years, we have served a sophisticated and affluent client based – helping families and individuals navigate complex financial landscapes with clarity and confidence.At ICM, our culture is collaborative: every team member contributes meaningfully to client outcomes and firm success.We hold ourselves to the highest fiduciary standard and take pride in the trust our clients place in us.
JOB SUMMARY

Our Relationship Managers play a pivotal role in delivering an exceptional client experience by focusing on three core responsibilities: serving, retaining, and growing client relationships.This position offers a dynamic blend of responsibilities, including providing outstanding service to existing clients, developing business within a targeted market niche, and cultivating opportunities generated through referrals.You will have a meaningful impact at every stage of the client relationship while working closely with an affluent clientele to help them achieve their financial goals.
KEY ACCOUNTABILITIES

Successfully manage assigned client relationships, resulting in a high client retention rate
Exercise strong relationship management skills with an ability to guide clients to their financial goals
Engage in systematic client reviews in person and on MS Teams following a firm agenda
Play a lead role in scheduling, organizing, and delivering engaging presentations to highly educated prospective clients
Open to learning the firm’s eMoney financial planning construction, modeling, and presentation process
Bring on new clients through client referrals, networking, and presentations
Stay up-to-date on industry and regulatory updates, the economy, financial markets, fraud, and cybersecurity threats
Assist with social media marketing efforts
The ideal candidate will possess personal motivation and drive, and will thrive in the firm’s high-performing environment
REQUIRED QUALIFICATIONS

2-5 years of experience in financial planning, wealth management, or insurance
Bachelor's degree required; Accounting, Finance, or Economics preferred
CFP® designation (or active pursuit) is a strong plus
Have a passion for providing first class service, with the ability to effectively interact directly with clients
Exceptional communication, presentation, and active listening skills
High personal accountability with a proactive, upbeat, team-first attitude
Have proven analytical and organizational skills and strong attention to detail, accuracy, and deadlines
Fiduciary mindset — unwavering commitment to client best interests and confidentiality
SALARY AND BENEFITS

A salary based on experience
Quarterly performance bonus tied to client relationship metrics
Health care, 401(k) with firm match, and profit-sharing plan
Paid vacation and a supportive, professional work environment
Ready to Talk?
Submit your resume and cover letter to

info@icapitalmgt.com to be considered for this coveted opportunity.

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