Job Title: Relationship Manager
Department / Team: Growth
Reports To: Director Of Operations
Job Overview:The Relationship Manager supports financial advisors by managing operational and administrative tasks that allow advisors to focus on client relationship-building and financial planning. This role takes ownership of client onboarding, account maintenance, and coordination across teams to deliver an efficient, client-centric experience while ensuring seamless operational execution.
Key Performance Indicators (KPIs):- Office AUM Goal - Set annually at office level
- Team Retention Rate: 98%+
- SF Data Integrity - Office remains Growth Certified (data-only impact for RM)
Primary Duties / Key Responsibilities:- Assist financial advisors with administrative tasks, coordinating client communications, and managing client accounts.
- Take ownership of day-to-day operational tasks, including processing account transactions, coordinating portfolio updates, and resolving client service requests in a timely and accurate manner.
- Collaborate with internal teams such as compliance, investment operations, and client service departments to ensure efficient execution of client activities.
- Maintain accurate client records, manage CRM data, and generate reports to support advisors in tracking client activity, portfolio performance, and service delivery.
- Cultivate and maintain strong relationships with clients, understanding their financial goals and preferences.
- Identify opportunities for client growth and new business.
- Stay informed on financial market trends and regulatory changes.
- Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures.
Qualifications:- Bachelor's degree in Finance, Economics, Business Administration, or a related field required.
- Series 65 license required.
- Working toward Certified Financial Planner (CFP®) designation may be preferred.
- Previous experience in a client-facing role within the financial services industry is highly desirable, particularly in wealth management, private banking, or investment advisory.
- Strong organizational, communication, and client relationship management skills.
- Ability to manage multiple priorities and execute tasks with accuracy and professionalism.
