Senior Relationship Manager

Job Responsibilities

• Serve as a key point of contact for clients
• Lead relationship management activities
• Develop, implement, and monitor the team's client service model
• Conduct introductory client meetings
• Engage FAs, specialists/partners to address client's needs
• Serve as lead owner and relationship manager for a group of clients
• Identify and own the process for client review meetings
• Host client review meetings to assist in re-discovery conversations
• Track all actions/activities to ensure highest level of client service
• Manage the tracking of all client actions/activities
• Oversee client review meetings
• Execute on the team service model
• Manage aspects of the client relationship process
• Work with Portfolio Managers, Product Specialists, Wealth Planners, and/or Investment Management Specialists to support sales and servicing activities

Required Qualifications

• Series 7, 63/65 or 66 or equivalent
• Obtain and/or maintain at least one firm approved designation
• Possess and demonstrate strong communication skills
• Build and deepen client relationships
• Manage risk and make sound decisions
• Identify client needs and concerns
• Independently research escalated client issues
• Manage multiple tasks and priorities
• Knowledge of Wealth Management products and services

Skills

• Account Management
• Business Acumen
• Client Experience
• Client Management
• Client Solutions Advisory
• Portfolio Management
• Referral Management
• Relationship Building
• Administrative Services
• Client Investments Management
• Customer Service Management
• Process Simplification
• Referral Identification