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Relationship Manager

3 months ago

Warrenville, United States TalentWealth Full time

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent wealth management firm with over $500MM AUM based in Warrenville, IL is hiring a Relationship Manager to their growing team. This person would eventually become the relationship manager for around 100 already established clients.


The Relationship Manager works with the Advisory team on all aspects of wealth management, including managing client relationships, identifying and meeting client needs, and supporting the implementation of financial plans. The Relationship Manager is not expected to create new client introductions. However, the Relationship Manager is responsible for maintaining the team’s client service model, directing the planning and onboarding processes, and deepening the client relationship.


Essential Duties and Responsibilities:

  • Support the firm to further develop and enhance existing client relationships.
  • Act as a key point of contact for clients on any non-administrative requests/needs
  • Assist with and attend client meetings and discussions covering investment strategy, account performance, and market developments.
  • Prepare client meeting materials including financial planning, asset allocation, and investment performance reports.
  • Assist in the execution of client recommendations
  • Assist the Senior Advisor in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics
  • Manage all cash activity and money movement for client cash reserve accounts
  • Assist Client Advisory team as needed
  • Quarterly and ad-hoc performance reports
  • Manage workflow and prioritize projects
  • Monitor the team’s client service model.


Requirements

  • Bachelor’s degree or higher
  • A minimum of 3+ years in financial services/wealth management
  • Series 7+66, or the CFP
  • Excellent interpersonal, communication, presentation, and listening skills
  • Ability to understand and explain sophisticated financial concepts and issues
  • Strong problem-solving skills
  • Detail-oriented, accurate, organized, able to set priorities, self-starter
  • Financial planning/wealth management acumen, judgment, and experience
  • Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment
  • Proficiency with Word, Excel, PowerPoint


This practice offers competitive compensation and benefits, an inviting work culture, and opportunities for career growth.