Associate Relationship Manager

Responsibilities

• Lead and manage the preparation for all client meetings.
• Attend client meetings, prepare meeting summaries, and oversee follow-up correspondence and next steps for clients.
• Initiate pre-meeting huddles for client and prospect meetings, including collaboration with members of other teams within the firm to deliver tailored client-facing reports and presentations.
• Collaborate with the Administrative Associate, Reporting Team, and IST Portfolio Analyst to review and verify client performance reports.
• Perform and supervise data entry for eMoney financial plans, balance sheets, and other client forms for prospects and clients.
• Review Holistiplan reports and communicate recommendations to clients.
• Create and review Implementation Plans to ensure the strategy and model align with client goals.
• Aid in developing estate plan recommendations.
• Utilize Riskalyze with clients and prospects to understand clients’ risk comfort.
• Serve as the liaison between the Relationship Manager(s), Relationship Associate(s), and Administrative Associate(s) in connection with the daily management of clients.
• Maintain and monitor portfolios to review and recommend asset allocation to maintain strategies based on client goals.
• Provide proactive tax-related support, working closely with clients' CPAs to ensure timely and accurate tax data sharing.
• Serve as investment team liaison. Provide suggestions for clients to participate in Private Capital.

Qualifications

• Bachelor’s degree
• 5+ years of experience in investment management or portfolio construction
• 3+ years of client-facing experience
• Willingness to achieve CFP or other industry certification
• Ability to interpret financial data, monitor portfolios, and recommend investment strategies aligned with client goals
• Tech-savvy and proficient in Excel
• Proficient with eMoney, Addepar, RedBlack, Box, Salesforce, and NetX360 (strongly preferred; experience with similar programs required)

Competencies

• Professional and Courteous
• Emotional Intelligence and Interpersonal Skills
• Organized and Productive
• Calm Under Pressure / Unflappable
• Adaptable and Reliable

Compensation

Balentine offers a competitive compensation package, including an attractive base salary and benefits.

About the Role

We’re Hiring: Associate Relationship Manager

Company Overview

Balentine LLC is a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships and results and has created an environment where motivated people flourish.