Summary

As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients’ experience. You will also contribute to your team’s new business development activities, including expanding wallet share of existing client relationships and prospecting new relationships across various client types, such as high net worth individuals, endowments & foundations, businesses, and qualified plans. As the primary client service contact, you will contribute to the creation of long-lasting, trusted advisory relationships.

As a Relationship Manager you will work in collaboration with a Wealth Management Advisory team. You will report to the Client Services Manager and be based in Rochester, NY.

Responsibilities

CLIENT RELATIONSHIP MANAGEMENT

• Oversee our clients’ experience, serving as their primary contact for all inbound touch points
• Develop an understanding of all service offerings, investment products, current market and broad industry trends
• Participate in telephone, video, and face-to-face meetings with clients with Financial Consultants
• Provide essential review of complex correspondence and oversee response to client service requests and customized reports
• Ensure client data and fulfillment requests are addressed
• Initiate new account documents, facilitate client on-boarding, investment objective changes, and other client directives. Ensure all necessary criteria are gathered for the completion of the activity at every stage and across functional areas
• Coordinate the preparation of material for all client meetings
• Resolve client concerns
• Escalate issues to management

TEAM SALES COLLABORATION

• Work with Marketing and your team to create outreach and targeted campaigns to clients and prospects. This may include assisting with drafting marketing/prospecting letters and correspondence and participating in the internal review process
• Organize, prepare, and participate in strategic prospecting activities to feed pipeline and warm leads with your Financial Consultant team
• Help schedule the Team’s client and prospective client meetings
• Become a sales and service technology expert, utilizing our suite of sales, service, digital marketing, and financial planning tools
• Coordinate RFP review and responses with the Portfolio Strategies Group for your team
• Build financial planning and business development skills through engagement with team Advisors, formal training, and independent study
• Seek opportunities to be more active and visible in the community

Qualifications & Requirements

• Bachelor’s degree, with a concentration in Finance, Business, Economics, or Pre-law preferred
• 2+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm
• Prior direct client relationship or sales experience preferred
• Series 7 & 66 required, or targeted within first year of employment
• Desire to pursue CFP® or equivalent designation
• Flexibility to travel and work outside of normal business hours to accommodate client schedules
• Experience with Envestnet, Salesforce, & Charles Schwab preferred

Key Attributes

• A passion for serving clients and providing an exceptional experience with a fiduciary duty of care
• Excellent written and verbal communication skills, with the ability to succinctly summarize complex information.
• Manage multiple priorities simultaneously, maintaining accuracy and close attention to detail.
• A strong commitment to achieving goals, acting with a sense of urgency, and follow-through.
• Take initiative to address challenges and solve problems proactively.

Perks

• Health, dental & vision insurance
• Employer HSA contribution
• Opt out credit
• 401k employer match
• Paid volunteer days
• Gym reimbursement

Compensation: $60,000-$70,000 base salary