Relationship Manager

Cyndeo Wealth Partners is a rapidly growing Registered Investment Advisor (RIA), in St. Petersburg, FL and Lake Mary, FL offering financial planning and wealth management services. Our firm serves high net worth clients in a family office-like environment. “Family” is an important word at Cyndeo as we strive to treat and welcome both clients and employees like Family.

We seek a passionate, self-starting and motivated team player to join our firm in the role of Relationship Manager. The Relationship Manager is a member of the Client Service organization that includes approximately 6 RM’s. The Relationship Manager works with Advisors to support the day to day needs of our clients.

• Processing of client and advisor requests including new accounts, transfer of assets, money movements, meeting scheduling and preparation
• Supporting advisors by anticipating client needs and enabling advisors to maximize their daily activities
• Providing excellent client service by performing tasks timely, accurately and with clear follow-up with the client
• Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications
• Using problem solving skills to create solutions for clients and advisors
• Coordinating with our custodians and internal team members to follow up on and execute operational items in a timely manner
• Monitoring and resolving daily time sensitive activities
• Utilizing internal contact management system (Salesforce) for documentation of client data and tasks
• Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the client

• Experience in the Wealth Management industry in a similar role
• RIA preferred, however big brokerage firm experience is acceptable as well
• Management experience/leadership skills a positive
• Ability to learn and become proficient in a fast paced, process-driven environment
• Strong oral and written communication with a professional demeanor
• Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite
• Experience working daily with a workflow technology system (Salesforce)
• Experience with Fidelity and/or Schwab a positive
• Prior experience with Salesforce and Black Diamond
• Bachelor's degree preferred
• Attention to detail and organizational skills
• Ability to handle multiple priorities and requests from advisors and clients
• Persistence in follow up to accomplish objectives
• Positive frame of mind with a resilient attitude