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.

• 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

• 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

• 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

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

40