Relationship Manager
1 month ago
Our client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive financial planning, investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
They are adding a Relationship Manager to support the firm in Westport.
Responsibilities
- Sit second chair to the senior advisor in client meetings to take explicit notes, build relationships with the clients, and understand the financial planning philosophy.
- Identify and bring to the senior advisor’s attention any new areas of business development for current clients including, but not limited to: planning and new assets, referrals and introductions, next gen, COIs, etc.
- Work with the investment, planning and operations teams to learn and eventually collaborate on analysis, recommendations, and service items
- Shadow both the director of financial planning to learn the financial planning process and the senior advisor to learn advanced financial planning techniques and strategies.
Qualifications
- Bachelor’s degree
- Licensed or willingness to get licensed - Series 7 and 66 and LAH insurance license
- To succeed at this practice, these qualities are vital: Sense of urgency, Go-getter, Client-centric standards, Hard-wired to overdeliver, Revenue generator; motivated to succeed by adding value to the firm, Detail oriented, Takes pride in job well done, Prepared, Process orientated, Proven track record of success with client generation and retention
Compensation
- $80K-$110K, all in with bonus
-
Relationship Manager
6 days ago
Westport, United States Claire Myers Consulting Full timeOur client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive...
-
Relationship Manager
4 months ago
Westport, United States Claire Myers Consulting Full timeOur client is a dynamic, boutique wealth management firm in Westport, CT with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive...
-
Business Banking Relationship Manager
5 days ago
Stamford, CT, United States Webster Bank Full timeIf you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our...
-
Business Banking Relationship Manager I
5 days ago
Guilford, CT, United States Citizens Full timeCitizens is seeking a motivated, highly successful, proven Relationship Manager with experience in moderately to less complex portfolios, and a strong grasp of sales and credit skills. This senior level performer will have an immediate impact. We reward you with an uncapped incentive opportunity and the ability to grow your career with a world class...
-
Relationship Manager
1 month ago
Dayton, OH, United States St. Vincent de Paul Society, Dayton District Full timeSt. Vincent de Paul - DaytonRelationship ManagerPosition Summary/ObjectiveThe Relationship Manager promotes a culture of safety, hospitality, service, honor, and respect among our homeless guests, our staff, and volunteers, for the purpose of furthering the vision and mission of the St. Vincent de Paul Society. The Relationship Manager establishes...
-
Relationship Manager
5 days ago
Minneapolis, MN, United States Amplify People Full timeLocation: Minneapolis, MN Job Type: Full Time Company Overview We are partnering with a dynamic technology integrator based in the Minneapolis area, specializing in high-end residential and commercial AV solutions. With a focus on building strong client relationships, this company provides cutting-edge technology systems that enhance both...
-
Relationship Manager
4 days ago
Boston, MA, United States Rockland Trust Full timeRockland Trust is currently seeking a dynamic and client-focused Relationship Manager to join our Boston team of the Investment Management Group. The Relationship Manager will be responsible for building and maintaining strong relationships with high-net-worth clients, providing a high level of personalized services to IMG's clients while supporting our new...
-
Relationship Manager
4 days ago
Columbia, MD, United States MD|DC Credit Union Association Full timeThe Relationship Manager will be responsible for developing and implementing a revenue generation strategy through the sale of sponsorships, exhibit space, and promotion of strategic business partnerships. This position requires a strategic thinker with exceptional sales skills, client relationship management expertise, and a keen eye for detail. Education &...
-
Relationship Manager
5 days ago
Reston, VA, United States Cygnuspay Full timeAs a Relationship Manager, you will be the primary point of contact for our clients, ensuring they receive value from our services and ongoing support through various channels. Your ability to build relationships and understand client needs will be critical to your success in this role. Responsibilities: Develop and maintain strong client relationships to...
-
Relationship Manager
1 month ago
Kennett Square, PA, United States Claire Myers Consulting Full timeOverview: Our client is seeking an experienced and dedicated Relationship Manager to join their team. This role is pivotal in both managing client relationships and delivering comprehensive wealth management services. The ideal candidate will have a strong background in financial planning, excellent communication skills, and the ability to independently...
-
Relationship Manager
1 month ago
Carmel, IN, United States Oxford Financial Group, Ltd. Full timeOxford Financial is hiring a Relationship Manager to be located in any one of our office locations, Indianapolis, Palm Beach, Atlanta, Cincinnati, Grand Rapids, Minneapolis or Chicago. This position is 100% onsite.Position Summary:The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families. On behalf...
-
Relationship Manager
4 days ago
Los Angeles, CA, United States Sumitomo Mitsui Banking Corporation (SMBC) Full timeABOUT THE ORGANIZATION SMBC MANUBANK was formed by a group of banking entrepreneurs in June 1962. Our scope is to serve the specialized needs of California middle-market businesses, manufacturers, wholesalers, distributors, importers, exporters, and service companies, including small businesses and professionals. The anticipated salary range for this role is...
-
Relationship Manager
5 days ago
Chino Hills, CA, United States Citizens Business Bank Full timeSUMMARY The Relationship Manager is responsible for developing and managing a portfolio of Commercial and/or Commercial Real Estate clients that lead to commercial and/or commercial real estate loans (Non-Owner Occupied), deposits and other banking products offered by the Bank. The Relationship Manager must assist with the management of the Department sales...
-
Relationship Advisor or Relationship Manager
5 days ago
Portland, OR, United States Advantis CU Full timeJob Details Job Location : Lombard - Portland, OR Salary Range : $23.00 - $31.00 Hourly This job will close on Tuesday, November 19, 2024. “We have an excellent opportunity at our Lombard Branch for a Relationship Advisor or Relationship Manager to join our team!” Join our team We’re committed to transforming both lives and communities. So if...
-
Pharmacy Relationship Manager
4 days ago
Washington, DC, United States America's Pharmacy Group, LLC Full timeWhether you are working in a Pharmacy, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You can even change...
-
Pharmacy Relationship Manager
5 days ago
Miami, FL, United States America's Pharmacy Group, LLC Full timeWhether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You...
-
Pharmacy Relationship Manager
5 days ago
Baltimore, MD, United States America's Pharmacy Group, LLC Full timeWhether you are working in a Pharmacy looking for additional income, an established healthcare sales professional, or looking to break into Medical Sales, Healthcare Marketing Group, LLC is a great opportunity for you. As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. You...
-
Deposit Relationship Manager
1 month ago
Dallas, TX, United States East West Bank Full timeInitiate and develop new deposit and commercial lending relationships and close sales of deposit services and loans in Commercial Lending. Actively partner with RM's and other EWB sales professionals in the Commercial Banking, Private Banking and Middle Market segments to acquire, expand and retain targeted customer relationships. Responsible for achieving...
-
Wealth Managment Relationship Manager
1 month ago
Scottsdale, AZ, United States Laffer Tengler Investments Full timeLaffer 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...
-
Talent Relationship Manager
4 weeks ago
Houston, TX, United States NRL Mortgage Full timeAs a Talent Relationship Manager, you will play a crucial role in driving the growth of the company by managing the recruitment of top-tier Loan Originators and fostering strong relationships with realtors to generate valuable leads. Your role will involve developing and executing strategies for attracting and hiring talented Loan Originators while also...