Relationship Manager

The Relationship Manager plays a crucial role in building and retaining business through identification and fulfillment of client needs offering proactive, personalized client service designed to create an exceptional client experience with Fort Washington Investment Advisors. The position participates in a team approach to serving clients; partnering with other team advisors in addition to collaborating with operations, marketing, compliance and other areas of the organization.

The role requires a solid understanding of the investment advisory and financial planning process, and the ability to address and explain these, and other issues, to high net worth individuals and their families. The Relationship Manager serves as a main point of contact for the day-to-day administration of a client's wealth management needs, including account administration, money movement and fund transfers.

The Relationship Manager works closely with other team members to deliver the highest possible level of client service, proactive client contact, and customised advice. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to more senior officers and executive level management when appropriate.

What you will do:

• Serves as a main day-to-day point of contact for all client administrative and service needs. Collaborates with team members to proactively deliver a full range of wealth management, investment management and planning solutions to private wealth clients. Responds quickly and accurately to client service issues and concerns. Addresses service issues proactively and communicates regularly with the client. This position requires excellent EQ and business judgement in order to deepen existing relationships, develop new client relationships and help grow the business.
• Seeks to retain and expand business with existing clients by anticipating client needs and proactively introducing additional wealth management solutions as appropriate. Seeks to generate referrals from satisfied clients and their other external advisors.
• Collaborates with operations, compliance, outside custodial partners, IT/systems, and other vendors as necessary to properly administer and manage client relationships. Opens (and closes) accounts which will include document processing securities transfer, compliance, and important reporting requirements (DOL etc), and problem resolution.
• Is responsible for other routine, day-to-day client service requirements including client money movement, cash management, routine client reporting, client custodian issues, operational problems affecting the client, client correspondence and document maintenance, and general portfolio inquiries.
• Continues to expand knowledge base by attending internal investment meetings, education seminars, and continuing education within FWIA. The Relationship Manager may also attend outside seminars and education sessions approved by management.
• May serve (along with teammates) as liaison with client's other outside advisors as required, namely accountants, tax and estate attorneys, trustees, administrators, agents and business associates, etc.
• Performs other duties as assigned.
• Complies with all policies and standards.

• Bachelor's Degree Preferably in business (finance, accounting, or marketing) or equivalent experience within investment industry - Required
• Must have minimum of three years of experience in the wealth management/investment (or brokerage) field working as a relationship manager (trust associate or brokerage associate) for private wealth management clients and balanced, multi-strategy institutional clients. Experience must include the following: a) a high degree of EQ; demonstrated ability to communicate with clients regarding all aspects of their wealth management needs, as well as communicate basic wealth planning concepts such as probate, trusts, retirement plans, education accounts, etc.;
  
  b) demonstrated ability to manage client expectations; c) demonstrated ability to collaborate with teammates in compliance, operations, marketing and investments, including working with other client advisors (legal, accounting, etc.); d) demonstrated social skills and ability to entertain clients at firm-sponsored events and social gatherings in a variety of settings and circumstances.
  
  - Required
• Proven experience coordinating multiple projects/assignments simultaneously and completing assigned tasks in…