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Relationship Manager

3 months ago

Brentwood, United States Dynasty Financial Partners, LLC Full time
Job DescriptionJob DescriptionDescription:

Dynasty Financial Partners is seeking an individual to join the firm as a Relationship Manager on the Relationship Management Team. The role of the Relationship Manager at Dynasty is one of the most important roles within our company, because you are the head of the relationship between our client firms and Dynasty. It is the RM’s job to project manage all the various projects a client firm is working on with Dynasty, along with being a strategic advisor to the leadership of the Network firm. The RM will be expected to lead the effort to drive profitability and growth within these organizations.


**This specific role will be based in Franklin, Tennessee, at the site of a client firm of Dynasty and will be focused on this relationship specifically.


Responsibilities:

The Relationship Manager for the Dynasty Enterprise Group will have responsibility and accountability for the following:


Relationship Management:

  • Ensure clients of Dynasty receive prompt responses to inquiries. Problem solve a variety of situations using creative thinking.
  • Act as an outsourced chief operating officer (OCOO), so that principals of the business can maintain focus on growth.

Strategic Coach:

  • Work with principals of the firms to design and implement business plans. Assist with evaluation of RIA’s internal teams.
  • Provide on-going feedback around the firm’s business model with a specific focus around client development.

Project Management:

  • Be able to coordinate multiple parties to work towards clear goals and hurdles.
  • Collect information from multiple parties and provide clear communication back to the client and senior management.

Transition Specialist:

  • Prior experience in handling a wealth management firm’s transition onto a new technology solution/platform, or a transition of an actual advisor team to a new firm.

Communication:

  • Dynasty’s headquarters are based in St. Petersburg, Florida and so the VP will be responsible for reporting back to senior leadership on progress within the relationship and identify any issues.

Work Travel:

  • Members of the Relationship Management Team expect to travel most weeks, as we do believe in building relationships through face-to-face meetings. Since this position is to be located at the headquarters of a client firm, less travel than normal could be expected. However, the client in question has multiple offices across many states and, hence, travel to those offices is still definitely required. Not to mention travel back to Dynasty HQ in St. Petersburg, Florida.


Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.


With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community.

Requirements:

Successful candidates will have the following:

• The most important factor is being able to be a self-starter and take the initiative on projects.

• Good presentation and public speaking skills.

• Strong communication and interpersonal service skills.

• Excellent writing, presentation, and organizational skills.

• Detail oriented and thorough in completing projects/tasks.

• Intellectual curiosity and critical thinking skills.

• Must have initiative and ability to complete tasks with minimal supervision.

• An interest in working in a team environment with a willingness to pitch in where needed.

• Excellent Powerpoint and Excel skills.


• Experience in one or more of the following career paths will definitely be a plus:


Wealth Management

  • ?Experience working in the wealth management world, whether that be as an advisor, manager or support role.
  • ?The key requirement is having a deep knowledge of concepts and operational relationships that are part of running a wealth management firm.

Practice Management

  • ?The ability to work with advisors/company leaders to help them drive growth and profitability within their firms.

Management Consulting

  • ?The ability to diagnose a situation and provide detailed recommendations to a company on the road ahead.



About Dynasty Financial Partners

Dynasty Financial Partners works exclusively with a select group of truly independent advisors of integrity to help them better serve their clients while ultimately growing their business and enterprise value. We are the industry advocate for advisors and accomplish this through aligned business interests with our Network Partners, a shared set of values that drive a connected Community, and a common vision to be forward looking leaders within the wealth management industry and advocates for the advancement of financial education and literacy across the country.


With the power of our people, processes, partners and platform, their businesses have the potential to run more profitably and grow faster. We offer access to flexible capital solutions to help advisors develop, expand, and scale their business. We also provide M&A support to firms looking to grow inorganically or to plan for succession. Through a strategic and cultural partnership that we foster with each of our Network firms, we seek to enhance their enterprise value and accelerate their growth. We accomplish this through our proprietary core service model that provides middle and back office support in the areas of Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting and Community.


Headquartered in St. Petersburg, Florida, and with four offices across the country, the Dynasty team powers the industry’s most rewarding opportunity for entrepreneurial independent advisors of integrity.

BENEFITS:

  • Health Insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan 401(k)
  • 401(k) matching
  • Paid Time Off
  • FSA/HSA benefits plans
  • Disability benefits
  • Voluntary Life Insurance
  • Basic Life Insurance


EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.