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 Wealth Management Service Manager. This role will be based in Ohio, in either Cleveland or Columbus.

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

Manning & Napier

New Jobs

Relationship Manager