Relationship Manager

Responsibilities

Track all client actions/activities to ensure the highest level of client service is provided, while presenting time-sensitive updates to the team and monitoring and reporting on client satisfaction.
Attend client review meetings to assist with relationship deepening conversations.
Execute the team service model, including engaging with specialists/partners to address client needs.
Manage aspects of the client relationship process, including client onboarding and resolving escalations.
Assist the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy.
Qualifications

Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
SAFE ACT Registration; must register in the federal registry system and maintain good standing.
ADV-2b required.
Maintain at least one firm approved designation.
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 at once.
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 Requirement

High School Diploma / GED / Secondary School or equivalent.
Work Schedule

Shift: 1st shift (United States of America)
Hours per week: 40
Compensation and Benefits

Pay range: $52,000.00 - $96,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible: This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.
Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Location

US - MN - Minneapolis - 80 S 8TH ST - IDS CENTER (MN1150)

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