Relationship Manager

Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 2,500 clients and are entrusted with nearly $9 Billion in client wealth. Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them.

This carries over into every area of the firm. Ideal candidates will reflect our firm’s personality traits, which are:

Passionate – We show up with energy & enthusiasm every day.

Driven – We work tirelessly to achieve exceptional outcomes.

Approachable – We always make sure people feel welcome.

Candid – We tell it like it is in language you will understand.

Caring – We have your back.

• Growth We are committed to growth
• Efficiency We desire to run the firm as efficiently as possible.
• Exceptional Outcomes We want all our clients and team members to have them.

Your job as a Relationship Manager is a critical one at Procyon through supporting the advisory team in servicing clients households under $2M. This role is responsible for delivering a concierge level of service as the direct point of contact for Procyon’s smaller clients. You will directly oversee these relationships and work closely with their Financial Advisor on execution of plans.

The expectation is to manage 200 households with expertise and care. The ability to adapt to ever changing priorities is important. The ideal candidate is personable and knowledgeable as well as service oriented. You are able effectively communicate information with confidence and work well within a team construct.

• 3 years of experience specifically in an RIA or other Wealth Management firm serving in a similar capacity
• Proven experience as a Relationship Manager or Financial Advisor
• Certified Financial Planner (CFP) strongly preferred
• Strong understanding of the investment markets and high net worth strategies
• Ability to build trust and rapport with clients
• Ability to meet IAR licensing requirements
• Excellent attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
• Exceptional interpersonal and communication skills
• Strong work ethic, self-motivated, and goal oriented.
• Proficiency in Microsoft Office Suite

This position will be working under the direct supervision of Procyon’s Chief Revenue Officer, Harry Kirkpatrick. The Relationship Manager will support in the following ways:

• Build and maintain strong relationships with existing clients.
• Proactively address client inquiries and concerns in a timely and professional manner.
• Provide ongoing support and guidance throughout the client lifecycle.
• Coordinate with the Investment team to deliver investment solutions to clients
• Collaborate with the Financial Planning team to deliver financial plans to clients

• Delivering exceptional client service adhering to firm service standards
• Conduct client reviews and log details in the CRM
• Use the CRM system to coordinate with your assigned CSA to get client tasks completed
• Manage client data and information accurately.
• Collaborate with financial planners to gather client information and analyze financial needs.
• Assist in the preparation and presentation of financial plans and presentations.
• Educate clients on financial concepts and strategies.

Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues-Thurs for meetings, training, and idea-sharing better done in person.

We encourage lifelong learning and, with approval, will also reimburse high‑performing employees for pursuing approved advanced designations. As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm.

Remote

Up to 10% of the time between office and event locations

Full Time

40 hours, minimum

8:30am-5pm

$100k + Bonus

Above list of responsibilities of job description is not all inclusive. Job responsibilities and duties can and will change over time. Open and real time communication will be necessary between employee and supervisor