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Wealth Managment Relationship Manager
2 months ago
Laffer Tengler Investments is a growing asset management firm with over $1.2 billion in assets. The firm is looking to add an experienced Relationship Manager to its Scottsdale, Arizona location. This client-facing individual will work closely with, and provide support for, our Investment and Relationship Management teams. The person will focus on client on-boarding and documentation, account openings, will act as a liaison with custodian banks, and will be responsible for managing ongoing communications and meeting schedules for clients. The individual must also handle incoming calls and requests in a timely and joyful manner.
The role requires an understanding of investments and familiarity with client goals, risks, and objectives. The candidate must maintain the highest professional and ethical standards, be well-organized, service-oriented, and capable of performing under tight deadlines. We are a small firm, so the individual must be meticulous, versatile, resourceful, and have impeccable follow-through.
Responsibilities include:
- Develop a firm understanding of the firm’s investment philosophy and products to effectively communicate with clients.
- Research and respond to internal and external client inquiries with a sense of urgency.
- Engage in daily operations, monitoring and helping to facilitate client requests, distributions, and reporting.
- Perform duties and special projects independently or with a team as required by the Investment and Relationship Management teams.
- Train clients on the firm’s platforms (primarily Black Diamond and Pershing).
- Deliver exceptional, proactive service, and become a trusted partner to internal teams in onboarding client accounts and managing relationships.
- Build strong relationships with internal colleagues, external custodians, and the firm’s various vendors.
- The individual in this role will be expected to seek and apply coaching and feedback.
Qualifications:
- Completion of a four-year college degree in (but not limited to) the following areas: Accounting, Business Administration, Economics, Finance, Marketing, or Operations.
- At least 5-10 years’ experience working in accounting, finance, operations, back office, or client service, preferably in asset or wealth management.
- A passion for investing and the ability to communicate intelligently with high-net-worth individuals about their investment portfolios.
- Initiative to create and implement efficient workflows and processes.
- Experience with investment management and reporting software (preferably APX, Black Diamond, and/or SQL), along with experience with custodian banks (Pershing and Schwab).
- Strong working knowledge of the investment management business, and an understanding of equity and fixed income markets.
- Ability to grasp financial and investment concepts, along with the ability to create, navigate, and maintain complex spreadsheets (i.e., Excel skills).
- The individual must be in or willing to relocate to Scottsdale, Arizona.
- FINRA Series 65 license (or ability to obtain within six weeks of hire).
Career Path: Advancement opportunities in Relationship Management, Portfolio Accounting, Operations, and/or Investment Analysis. We are seeking a client-focused, well-rounded individual with curiosity and an eagerness to learn from and contribute to the Firm.
What we offer:
- A collaborative environment that enables you to step outside your role to add value wherever you can.
- A culture of inclusion that values each employee’s unique perspective.
- Opportunities to grow your expertise, take on new challenges, and reinvent yourself – without leaving the firm.
- High-quality benefits program emphasizing good health, financial security, and peace of mind.
