Manager, Client Advisory Services

3 weeks ago

Tampa, United States Wertz York Capital Management Full time
Job DescriptionJob Description

Who we are and why you should join us….

Water Walker Investments is a local investment advisor located in Tampa, Florida. The firm specializes in cash management services, fixed income portfolio advisory/management and treasury management consulting for governmental clients statewide. This growth-oriented organization is looking for a results-driven Manager, Client Advisory Services, with intellect, initiative and a knack for translating financial jargon into actionable plans for clients.

The Manager, Client Advisory Services, will directly impact the client experience by providing a high level of exceptional service, serve in a dynamic team of partners, and work closely with the portfolio management and administrative teams in a client-focused and collaborative environment.

The ideal candidate should thrive in a multi-tasking environment, be familiar with data analysis and creating compelling presentations to justify consultative investment recommendations, share a willingness to learn, and enjoy a challenge.

This role represents a great opportunity to join an organization that believes in supporting professional and personal growth by working with an experienced and diverse team of financial services professionals with the ability to truly make an impact on the business.

A typical day in the life of the Manager, Client Advisory Services, consists of…

Provide exceptional client service support and flawless execution on client requests with excellent follow through.

Develop effective communication platforms for clients and staff and liaise with different departments about client queries. Resolve complex client dilemmas in a professional manner.

Mastermind creative ways to deliver an exceptional client experience, and effectively collaborate with respective internal teams and contractors to prepare and deliver client facing materials.

Oversee production of marketing materials; monitor for quality and corporate identity guidelines. Manage and maintain communications library, assist with one-to-many communication strategies and other announcements.

Regularly review company website content; ensure web and social media content is on-strategy, consistent with corporate identity guidelines, and updates.

Proactively support potential business development opportunities to engage prospective and current client by attending conferences and client/prospect meetings as needed.

Coordinate the firm’s response to consulting and banking RFPs, highlighting the firm’s history and accomplishments.

You meet or exceed the following…

  • Bachelor’s degree in Business Administration, Finance or related field; prior investment & marketing experience desired
  • 5-7 years in a similar role with increasing independence and oversight
  • Excellent verbal, written, analytical, and organizational skills
  • Must be able to take technical financial information and present to high level, non-investment senior staff and board members
  • Proficiency with Microsoft Office Suite and basic design software, specifically with Excel and PowerPoint, Adobe and Publisher
  • Strong presentation skills and ability to convert data into presentation graphics; experience with Insightly a plus
  • Good judgement with the ability to make timely and sound decisions
  • Creative, flexible, and innovative team player
  • Ability to work on complex projects with general direction and minimal guidance.
  • Ability to communicate effectively and persuasively in writing.
  • Demonstrated experience providing exceptional customer service with senior level leaders
  • Basic understanding of financial concepts and markets
  • Strong abilities multi-tasking and having semi-autonomous deadlines
  • A positive attitude, ability to work well independently and within a team, ability to learn quickly and be incredibly dependable
  • Excellent attention to detail and quality of output

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