Private Wealth Relationship Manager

Private Wealth Relationship Manager

Supports the Financial Advisor team to further develop and enhance existing client relationships. Provides specialized support as a Specialist/Manager in one of the following roles:
Business Development, Wealth Planning, Investment Management, or Business Management, while spending more than 50% of time on relationship management activities.

May be responsible for the provision of residential mortgage loans; subject to SAFE Act registration requirements and related background checks.

• Assist with and attend client meetings covering investment strategy, account performance, new products, and market developments to promote growth and acquisition.
• Engage portfolio managers, product specialists, and/or team Senior Wealth Planner and Investment Management Specialist to coordinate all sales and service activities.
• Work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model.
• Lead client relationship initiatives and collaborate with cross-functional teams without direct authority.
• Research escalated client issues and develop effective resolutions.
• Maintain detailed, organized records and manage multiple tasks and priorities simultaneously.
• Demonstrate strong communication and relationship building skills with clients and internal stakeholders.

• Series7 and 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support.
• SAFEAct Registration; ADV‑2B required.
• Obtain and/or maintain at least one firm‑approved designation.
• Strong communication skills and ability to influence collaboration without direct authority.
• Detail‑oriented with strong organizational skills and ability to manage multiple tasks and priorities at once.
• Proven knowledge of the suite of Wealth Management products and services.
• Experience managing risk and supporting sound financial decisions.
• Skill in researching escalated client issues for resolution.
• Proficient in Account Management, Business Acumen, Client Management, Client Solutions Advisory, Portfolio Management, Referral Identification and Management, Relationship Building, Administrative Services, Client Investments Management, Customer Service Management, and Process Simplification.

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)

Hours Per Week: 40