Relationship Manager

3 days ago


West Deptford NJ United States Judson Group Full time

Judson Group has partnered with a privately held wealth management firm in the search for a Relationship Manager – Wealth Management. This individual will work closely with the firm’s Senior Advisors on client relationships while taking on lead client responsibilities over time as appropriate. The ideal candidate will have experience handling daily client transactions, participating in client meetings, and ensuring a superior client service experience.


Responsibilities:

  • Build and maintain client relationships in partnership with the Senior Advisors.
  • Handle most aspects of the client relationship, acting as the primary point of contact for clients.
  • Work with client support team to provide an exceptional client experience.
  • Attend meetings held by Advisors with clients and prospects.
  • Work with clients to ensure action items are thoroughly executed and documented.
  • Gather client data including financial constraints and goals.
  • Manage account administration, cashiering, and forms for assigned clients.
  • Be accountable for the execution of assigned clients’ financial plans and strategies.


Requirements:

  • BA/BS degree; advanced degree preferred.
  • Designations a plus (CFP, ChFC, RICP).
  • Minimum 3 years of experience with a family office, or RIA.
  • Strong financial planning experience.
  • Experience with CRM, financial planning software, and portfolio accounting software.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.


Compensation & Benefits:

Competitive compensation, bonus, and benefits package.


Location: West Deptford, New Jersey



  • West Deptford, United States Judson Group Full time

    Judson Group has partnered with a privately held wealth management firm in the search for a Relationship Manager – Wealth Management. This individual will work closely with the firm’s Senior Advisors on client relationships while taking on lead client responsibilities over time as appropriate. The ideal candidate will have experience handling daily...

  • Relationship Manager

    14 hours ago


    Dayton, OH, United States St. Vincent de Paul Society, Dayton District Full time

    St. 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...


  • 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,...

  • Program Manager

    5 months ago


    West Deptford, United States NDI Engineering Company Full time

    NDI Engineering is a leading provider of innovative solutions in the DoD sector. We are currently seeking a dynamic and experienced Program Manager to lead multi-disciplined DoD programs, with a focus on Navy engineering projects.Looking for experience manager to lead a team of engineers, manage contracts and excel at employee and customer engagement....


  • Carmel, IN, United States Oxford Financial Group, Ltd. Full time

    Oxford 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...


  • Kennett Square, PA, United States Claire Myers Consulting Full time

    Overview: 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...


  • Westport, CT, United States Claire Myers Consulting Full time

    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...

  • Relationship Manager

    3 weeks ago


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

    About the RoleWe are seeking an experienced Relationship Manager to join our team at Gilbert & Cook, Inc. in West Des Moines, Iowa. As a key member of our private wealth management firm, you will be responsible for delivering exceptional client service and building strong relationships with our clients.Key ResponsibilitiesSupport advisors in delivering...


  • Morristown, NJ , USA, United States Provident Bank Full time

    Job Title: Relationship Manager IIAt Provident Bank, we are seeking a highly skilled and experienced Relationship Manager II to join our team. As a key member of our wealth management team, you will be responsible for delivering high-quality services to clients and prospects, building strong relationships, and driving business growth.Key...


  • , CT, United States Berkshire Bank Full time

    Job SummaryBerkshire Bank is seeking a highly skilled and experienced Senior Relationship Manager to join our team. As a key member of our MyBanker team, you will be responsible for providing exceptional customer service and building strong relationships with high-net-worth clients.Key ResponsibilitiesProvide full-service banking to high-value clients and...


  • West Berlin, New Jersey, United States Toner Buzz Full time

    {"title": "Customer Relationship Specialist", "description": "Build Lasting Relationships with Our CustomersToner Buzz is seeking a skilled Customer Relationship Specialist to join our team. As a key member of our customer-facing team, you will be responsible for building and maintaining strong relationships with our existing customer base, ensuring high...


  • Morristown, NJ , USA, United States Provident Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Wealth Management Relationship Manager to join our team at Provident Bank. As a key member of our wealth management team, you will be responsible for delivering high-quality wealth management services to clients and prospects, and for building and maintaining strong relationships with clients and...


  • Dallas, TX, United States Fifth Third Bank Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Responsible for profitable business development as well as monitoring the quality of an largest existing portfolio of companies with annual gross sales of at least $50MM and...


  • Phoenix, AZ, United States America's Pharmacy Group, LLC Full time

    Whether you are working in a Pharmacy looking for additional income, 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...

  • Relationship Manager

    3 weeks ago


    North Las Vegas, NV, United States AFC Full time

    Who We Are: At AFC (Automotive Finance Corporation) we fuel the entrepreneurial dream in our community. For more than 35 years, we've been committed to making dreams come true for independent car dealers. AFC's finance solutions work with more than 12,000 independent dealerships across North America freeing up cash flow to give them more time to focus on...


  • West Harrison, Indiana, United States Civista Bank Full time

    Personal Banker II Role at Civista BankCivista Bank is seeking a skilled Personal Banker II to join our team. As a Personal Banker II, you will be responsible for building and maintaining strong relationships with customers, identifying opportunities to expand current banking relationships, and providing exceptional customer service.Key...


  • West Berlin, United States Toner Buzz Full time

    Toner Buzz, a leader in the e-commerce space for toner and printing supplies, is seeking a skilled Client Relations Specialist to drive customer satisfaction and loyalty.This role is ideal for individuals passionate about building and maintaining strong, lasting relationships with our existing customer base, ensuring high levels of satisfaction and...


  • Wilmington, DE, United States Wilmington Savings Fund Society Full time

    Job DescriptionAt WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...


  • Dallas, TX, United States East West Bank Full time

    Initiate 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...


  • Scottsdale, AZ, United States Laffer Tengler Investments Full time

    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...