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Relationship Manager

2 months ago

Anchorage, United States Claire Myers Consulting Full time

Our client is looking for a highly skilled and emotionally intelligent leader to manage the internal Relationship Management Team. The ideal candidate will oversee team performance, ensure the execution of responsibilities, and meet key metrics. This role involves leading a team prioritizing exceptional client care and effective relationship building.


They are on a mission to revolutionize the financial planning industry by redefining what it means to deliver value to clients. They truly live our commitment to work-life balance and positive culture. The team is passionately curious, constantly learning, and dedicated to taking exceptional care of our clients.


Why work with this team


  • Mentorship: Regular and consistent training on preparing for client appointments, meeting with clients, and collaborating with like-minded advisors.
  • Collaboration: Work in an environment akin to a doctor's office, where advisors regularly consult with one another on plan designs.
  • Clientele: Step into a role with an established, high-quality client base.
  • Established Prospect Pipeline: We focus on delivering massive value, believing that providing value leads to financial rewards.
  • Clear Goals: Defined objectives and goals ensure you have a clear path to success, avoiding non-productive work.
  • Growth: Join a culture that is obsessed with learning and improvement.
  • Coaching: Senior advisors provide coaching on client deliverables and conversations to ensure your advice benefits the client.
  • Back Office Support: Benefit from established support pods with decades of experience.
  • Value Add Calendar: Never wonder what to discuss in client meetings again. Our calendar is mapped out a year in advance.
  • Surge Schedule: Experience industry-standard surge scheduling.
  • Exclusive CRM: Gain access to our Infinity CRM for client information and value adds.


Responsibilities


Team Management

  • Supervise and mentor Relationship Managers across all levels (Level I, II, and III).
  • Conduct regular performance reviews and provide feedback to team members.
  • Ensure team members meet the criteria for promotion within the organization.

Metrics and Execution

  • Establish and monitor key performance indicators (KPIs) for the team.
  • Ensure timely and accurate completion of all team tasks and responsibilities.
  • Implement strategies to improve efficiency and client satisfaction.

Client and Prospect Engagement

  • Oversee the management of client and prospect interactions.
  • Ensure the team is effectively navigating proprietary software, client documents, and calendars.
  • Promote understanding and application of client types and office procedures.

Training and Development

  • Foster a culture of continuous learning and professional growth.
  • Facilitate training sessions and ensure team members complete 20 hours of continued education annually.
  • Encourage team members to start and maintain their own personalized financial plans.


Behavioral Science and Emotional Intelligence

  • Guide the team in understanding and applying behavioral science principles.
  • Empower team members to use personality and learning style insights to enhance client interactions.
  • Allocate budget for personalized "Wow" factors for clients to enhance relationship building.


Common Responsibilities Across Levels - Serve as Backup as Needed


Level III (Basic):

  • Basic navigation of proprietary software, client documents, and calendars.
  • Understanding of office procedures, hierarchy, and financial planning basics.
  • Initiate personalized financial planning.

Level II (Intermediate):

  • Schedule out-of-state appointments and coordinate conferences.
  • Process memos and letters promptly with proper grammar.
  • Apply behavioral science to client interactions.
  • Handle client "fires" and schedule/market seminars and events.
  • Maintain records for audit purposes and ensure compliance.

Level I (Master):

  • All Level II responsibilities.
  • Spend on "Wow" factors for clients.
  • Deep understanding of personality types and learning styles.
  • Registered Paraplanner status.


Qualifications


  • Proven experience in a leadership role within a relationship management or client service environment.
  • Exceptional emotional intelligence and interpersonal skills.
  • Strong organizational and time management abilities.
  • Knowledge of financial planning and client relationship management.
  • Commitment to professional development and continuous learning.


Compensation


  • $70,000 base salary plus benefits package