$126,560.00 - $196,170.00
Job DescriptionThe Senior Relationship Manager leads strategic client engagements, oversees complex reporting and analytics, and mentors junior team members. This role is pivotal in shaping client strategy, delivering high-impact insights through tools like Visual Analytics, and managing high-value relationships. The position requires advanced financial knowledge, strong stakeholder management skills, and the ability to navigate complex client dynamics.
Ideal geographic location of candidates are as follows: Colorado, Texas or MissouriEssential Functions for this role include:- Serve as the primary contact for strategic client accounts, ensuring alignment with business goals and managing complex relationship needs.
- Prepare and present Visual Analytics dashboards and investment reports to support client decision-making and fiduciary responsibilities.
- Provide mentorship and guidance to junior Relationship Managers, sharing best practices and supporting professional development.
- Lead plan reviews and offer strategic recommendations to optimize plan design, investment strategy, and client engagement.
- Performs other duties as assigned
If you have the following skills, we encourage you to apply:- Bachelor's degree required; MBA preferred
- 5-8 years experience in financial services
- FINRA Series 7 and 63 or 65 (preferred)
- Expert knowledge of financial products and analytics tools
- Strategic thinking, stakeholder management, influence
- Ability to navigate complex client dynamics
- Advanced product knowledge
- Mentorship capabilities.
To benefit your career and support your wellbeing, we offer:- Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
- Flexible and hybrid work schedules to support work-life balance
- Tuition reimbursement to support continued education
- Professional and career development opportunities, including courses and certifications
- Comprehensive wellness programs promoting physical, mental, and emotional health
- Volunteerism initiatives to encourage community engagement
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