Relationship Manager

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TritonPoint Wealth, renowned for its entrepreneurial and independent spirit, seeks a Relationship Manager who embodies our values of trustworthiness, knowledge, and collaboration. This role is integral to cultivating empowering relationships with clients, ensuring their financial confidence and freedom. This individual is responsible for the monitoring of the relationship ensuring a consistent positive client experience including working with the team to ensure all commitments are completed and followed through in a timely manner.

The ability to effectively manage time and multi-task, with attention to detail is critical to this role.

Key Responsibilities:

• Client-Centric Relationship Building: Foster deep, trusting relationships with clients, understanding and aligning with their financial aspirations.
• Holistic Financial Guidance: Provide comprehensive, creative financial solutions encompassing investments, tax strategies, and estate planning.
• Adaptive Portfolio Management: Manage client portfolios with diligence and adaptability, aligning with individual goals and risk profiles.
• Empowering Communication: Regularly engage with clients, empowering them with knowledge and confidence in their financial journey.
• Entrepreneurial Business Development: Drive growth through innovative client acquisition and retention strategies.
• Collaborative Teamwork: Work in harmony with diverse teams, contributing to a culture of mutual learning and intellectual growth.
• Commitment to Compliance and Integrity: Uphold the highest standards of professionalism, adhering to regulatory requirements.

Qualifications:

• Bachelor’s degree in a relevant field; CFP or similar designation preferred.
• 5+ years in wealth management, with a proven track record of client satisfaction.
• Deep understanding of financial markets and wealth management strategies.
• Exceptional communication skills, with a client-first mindset.
• Proficient in modern financial planning tools and CRM systems.
• A collaborative, open-minded approach to work and learning.
• Team player with a collaborative spirit and the ability to thrive in a dynamic environment.
• A passion for finance and a strong commitment to personal and professional development within the wealth management industry.

At TritonPoint Wealth, you’re not just an employee; you’re a valued member of our team. We offer a nurturing environment with an apprenticeship model, providing access to early, meaningful client interactions and progressive career path opportunities. We’re committed to your long-term growth and success, valuing your voice and contributions.

Seniority level

• Seniority level
  
  Mid-Senior level

Employment type

• Employment type
  
  Full-time

Job function

• Job function Other

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