Senior Relationship Manager

4 days ago

West Des Moines, United States Gilbert & Cook, Inc Full time

SENIOR RELATIONSHIP MANAGER/ CLIENT SERVICE ASSOCIATE

Summary

We are seeking an experienced Relationship Manager to join a well-established, growing, and ensemble-based, private wealth management firm in West Des Moines, Iowa. The successful candidate will demonstrate expertise in client service, complex problem solving, communication, and relationship building. The Relationship Manager position must combine their expertise in problem solving and communication with the ability to be detailed, organized, and motivated in their work. If you share our passion and high standards for delivering a unique experience and the ability to provide clarity and instill confidence to our clients, this position may be perfect for you.


Our ideal Gilbert & Cook team member demonstrates the following core values:

  • In Service to Others- An aspiration to make a positive difference in the lives of the individuals and families that we serve.
  • Inspired an Abundance Mindset-Provides and inspires prosperity and an excess of what it is that our clients value.
  • Exemplifies Professionalism- Our clients know us by our actions – the way we show care in our service and sincerity in our approach to doing the right thing.
  • Listens Generously- Active listening is technical and superficial, but listening from an open heart is generous, by way of feeling another as you see through their eyes, not your own.
  • Provides Clarity through Collaboration- Working together towards the common goal, bringing clarity to complex situations.
  • Consistently on a Quest to Grow and Improve- A desire to use innovation and efficiency to make something better than it was before. Have an Abundance Mindset with regards to personal growth and professional development, resulting in more satisfying and meaningful work.
  • Humbly Confident- Conducting oneself with a modest and gentle approach to the self-assured nature of our experience.


About the Company

Gilbert & Cook Inc. is a private wealth management firm dedicated to empowering a unique group of people to Live a Life of Abundance®. We provide clarity and instill the confidence necessary to make important wealth decisions, while navigating through life’s milestones and transitions. If you are looking for a fast-paced, growing company that focuses on building strong relationships, and personal growth, with its clients at the core, this is the company for you.


Benefits

  • Competitive salary with quarterly performance incentives.
  • Comprehensive benefits package (health, dental, retirement).
  • Professional development and certification support.
  • Collaborative, growth-oriented workplace with a commitment to work-life balance.


To learn more about what it's like to work with us, including our commitment to employee growth and well-being, view our Employee Value Proposition.


CANDIDATE REQUIREMENTS

  • 5 years of proven experience in the financial services realm (financial adviser, planner, specialist, accountant, or related experience)
  • Capability and desire to demonstrate the Gilbert & Cook Core Values
  • Confidence to provide enhanced communication with clients and strategic partners
  • Strong time management and organizational skills – ability to handle multiple responsibilities and take initiative in a high-volume work environment
  • Accuracy, attention to detail, and timely delivery
  • Ability to explain complex information clearly and simply
  • Ability to think critically through complex client situations
  • Excellent PC knowledge and ability to operate database systems
  • Long-term desire to service clients in the Wealth Management industry
  • Effectively manage and prioritize a substantial number of clients
  • Strong communication and presentation skills
  • Preferred: Bachelor’s degree, CFP certification or interest in obtaining certification

ROLE RESPONSIBILITIES

  • Support Advisor with high-level strategy in relation to client situations
  • Deliver service to clients through meeting material preparation, meeting attendance, post-meeting action item execution and day-to-day administration
  • Enhance client experience by building and maintaining strong client relationships
  • Actively participate in a collaborative team designed to serve the client
  • Think strategically about client situations to identify possible issues and opportunities
  • Prepare and execute administrative responsibilities and organization of files and paperwork for client meetings, including implementation follow-up
  • Participate in client meetings and responsible for documentation of decisions and action item assignments
  • Provide support to Financial Planning team through process completion, and review and maintenance of client deliverables
  • Ability to review and interpret client legal documentation
  • Communicate with clients for administrative inquiries and needs as they arise
  • Accurate and efficient processing of client account transactions
  • Investment account and insurance paperwork preparation including follow-up and confirmation of implementation
  • Training of team members on firm processes and procedures and also acting as a subject matter expert in a specific area
  • Ability to lead a team through various and multiple projects
  • Comply with all industry rules and regulations
  • Provide a holistic approach to client management
  • Proactively helps to resolve issues or concerns
  • This is not a sales role.

  • Senior Client Relationship Manager

    4 weeks ago

    Des Moines, Iowa, United States Lockton, Inc. Full time

    Client Relationship ManagementAt Lockton, Inc., we are seeking a highly skilled Senior Client Relationship Manager to maintain and enhance our relationships with existing clients. This role involves executing proactive, creative, and ongoing contact initiatives to understand client requirements and needs. The ideal candidate will provide strategic planning...

  • Senior Relationship Manager/ Paraplanner

    5 months ago

    West Des Moines, United States Gilbert & Cook, Inc Full time

    SENIOR RELATIONSHIP MANAGER/ ParaplannerSummaryWe are seeking an experienced Relationship Manager to join a well-established, growing, and ensemble-based, private wealth management firm in West Des Moines, Iowa. The successful candidate will demonstrate expertise in client service, complex problem solving, communication, and relationship building. The...

  • Relationship Manager/ ParaPlanner

    5 months ago

    West Des Moines, United States Gilbert & Cook, Inc Full time

    Relationship Manager/ ParaPlannerSummaryThe Relationship Manager plays a vital role in supporting the Advisor in delivering exceptional service to clients by managing comprehensive administrative responsibilities, preparing client meetings, and fostering strong client relationships. This position requires expertise in client service, complex problem-solving,...

  • Senior Manager

    3 weeks ago

    West Des Moines, United States Apple Full time

    Apple Senior Manager (Jordan Creek R109) West Des Moines, Iowa As a Senior Manager, you guide other leaders to inspire top performance from their teams. You monitor multiple lines of business within the store to achieve operational objectives and collaborate with corporate business partners to report results. You’re knowledgeable about the industry and...

  • Senior Manager

    3 weeks ago

    West Des Moines, United States Apple Full time

    Apple Senior Manager (Jordan Creek R109) West Des Moines, Iowa As a Senior Manager, you guide other leaders to inspire top performance from their teams. You monitor multiple lines of business within the store to achieve operational objectives and collaborate with corporate business partners to report results. You’re knowledgeable about the industry and...

  • Relationship Manager/ Client Service Associate

    4 days ago

    West Des Moines, United States Gilbert & Cook, Inc Full time

    Relationship Manager/ Client Service AssociateSummaryThe Relationship Manager plays a vital role in supporting the Advisor in delivering exceptional service to clients by managing comprehensive administrative responsibilities, preparing client meetings, and fostering strong client relationships. This position requires expertise in client service, complex...

  • Tax Senior Manager

    4 weeks ago

    West Des Moines, Iowa, United States UHY LLP Full time

    Job SummaryThe Tax Senior Manager plays a critical role in driving the firm's tax practice forward. This individual has mastered the skills and requirements of the manager role and has been identified as possessing the pre-requisite skills to grow into a future partner/managing director or principal. The Senior Manager is developing greater leadership skills...

  • Senior Event Manager

    4 weeks ago

    West Des Moines, Iowa, United States ITA Group Inc Full time

    Job DescriptionThe Senior Event Manager will oversee logistics and operations across various congresses for ITA Group Inc. This role requires project management skills, organizational abilities, and enthusiasm for multi-tasking.The ideal candidate will collaborate with internal teams to ensure deliverables are met, budgets are balanced, and client needs are...

  • Senior Manager, Finance

    4 weeks ago

    Des Moines, Iowa, United States Life Care Services Full time

    Job DescriptionThis role is responsible for providing strategic financial leadership and management for LCS Development. The Senior Manager, Finance will oversee all financial aspects of the business, including budgeting, forecasting, financial planning, contract margins, and analysis, as well as leading a team of finance professionals.Key...

  • Relationship Manager/ ParaPlanner

    2 weeks ago

    West Des Moines, IA, United States Gilbert & Cook, Inc Full time

    Relationship Manager/ ParaPlannerSummaryThe Relationship Manager plays a vital role in supporting the Advisor in delivering exceptional service to clients by managing comprehensive administrative responsibilities, preparing client meetings, and fostering strong client relationships. This position requires expertise in client service, complex problem-solving,...

  • Senior Manager, Finance

    4 weeks ago

    Des Moines, Iowa, United States Life Care Services Full time

    Job DescriptionThis role is responsible for providing strategic financial leadership and management for LCS Development. The Senior Manager, Finance will oversee all financial aspects of the business, including budgeting, forecasting, financial planning, contract margins, and analysis, as well as leading a team of finance professionals.Key...

  • Senior Business Development Manager

    1 month ago

    West Des Moines, Iowa, United States Navigate Wellbeing Solutions Full time

    Job OverviewNavigate Wellbeing Solutions is seeking a highly motivated and experienced Senior Business Development Manager to join our team in the Northwest region. As a key member of our sales team, you will be responsible for driving sales growth and building relationships with healthcare brokers and wellbeing industry professionals.Key...

  • Senior Client Solutions Manager

    3 weeks ago

    Des Moines, Iowa, United States CDS Global Full time

    Senior Client Solutions ManagerAt CDS Global, we're seeking a seasoned Senior Client Solutions Manager to join our team. This is a full-time opportunity with a competitive salary of $85,000 - $110,000 per year, depending on experience.Job SummaryThe Senior Client Solutions Manager will be responsible for managing the CDS Global relationship and satisfaction...

  • Senior Project Manager

    1 month ago

    Des Moines, Iowa, United States Weitz Full time

    About the RoleWe are seeking a highly skilled Senior Project Manager to join our team at The Weitz Company. As a Senior Project Manager, you will be responsible for managing all administrative and field construction activities to quality standards, while maintaining relationships with all stakeholders on assigned projects.This role requires the ability to...

  • Senior Project Manager

    4 weeks ago

    Des Moines, Iowa, United States Gpac Full time

    Senior Project Manager - Commercial ConstructionA leading construction firm is seeking an experienced Senior Project Manager to oversee diverse commercial construction projects. This is a fantastic opportunity for a seasoned professional to join a rapidly growing team and contribute to the company's success.Key Responsibilities:Ensure projects are delivered...

  • Senior Account Manager

    3 weeks ago

    Des Moines, United States Veolia Environnement SA Full time

    Company DescriptionVeolia Water Technologies, Inc. Industrial Solutions is a full-service industrial water management company with a focus on a cost effective blend of service, chemistry and equipment technologies. With our balanced process management approach to water-related issues, we are able to create and implement innovative, sustainable, custom water...

  • Senior Account Manager

    3 weeks ago

    Des Moines, United States Lockton, Inc. Full time

    Job Summary: Description: Develops and maintains favorable internal and external relationships, with the end goal of providing the highest level of customer service by meeting or exceeding industry standards. Oversees the servicing of a designated book of business as relating to marketing, claims, and administration Researches an issues’ root cause,...

  • Senior Project Manager

    1 month ago

    West Des Moines, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are offering a long term contract employment opportunity for a Senior Project Manager in West Des Moines, Iowa. As a Senior Project Manager, you will be primarily responsible for managing complex projects within a cross-functional Agile environment, with a focus on finance and accounting. You will also be involved in large...

  • Senior Account Manager

    3 weeks ago

    Des Moines, United States Veolia Environnement SA Full time

    Company Description Veolia Water Technologies, Inc. Industrial Solutions is a full-service industrial water management company with a focus on a cost effective blend of service, chemistry and equipment technologies. With our balanced process management approach to water-related issues, we are able to create and implement innovative, sustainable, custom water...

  • Senior Account Manager

    3 weeks ago

    Des Moines, United States Veolia Environnement SA Full time

    Company Description Veolia Water Technologies, Inc. Industrial Solutions is a full-service industrial water management company with a focus on a cost effective blend of service, chemistry and equipment technologies. With our balanced process management approach to water-related issues, we are able to create and implement innovative, sustainable, custom water...