Relationship Manager

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Amherst, MA office. The Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement;

with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

The structure of this role is hybrid, with in-office days and remote work days.

• Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
• Research and respond to routine-to-complex HNW client inquiries in a timely fashion.
• Records client inquiries including service changes, new account opening, money movement, trading, etc. in CRM
• Monitor daily custodial alerts including cash management, account updates, and trading, and resolve accordingly.
• Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks.
• Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
• Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents.
• Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
• Prepares custodian paperwork, facilitate account updates and communicates with clients on status.
• Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
• Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases.
• Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
• 1-2+ years relevant experience
• Excellent written and verbal communication skills
• Strong organizational, analytical, and interpersonal skills
• Ability to excel in a fast-paced, team environment
• Proficiency with Microsoft Office; experience with Salesforce, Tamarac, Envestnet Trading, or similar systems preferred.
• Familiarity with major custodian platforms such as Schwab and Fidelity is a plus.

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.