Financial Services Professional

4 hours ago


Vienna, Virginia, United States Sandy Spring Bancorp Full time
About Us

Sandy Spring Bank is a leading financial services company dedicated to providing exceptional investment advisory services to individual and institutional investors. With a strong presence in Falls Church, Virginia, and a nationwide reach, we have been serving clients from around the nation's capital and over 45 states since 1974, and non-profit organizations since 1994. Our team of experienced professionals, with over 210 years of combined expertise, is committed to delivering tailored investment solutions that meet our clients' unique needs and goals.

About the Job

We are seeking a highly skilled Relationship Manager to join our team. The successful candidate will possess strong financial planning, analytical, and business development skills, with a proven track record of providing exceptional client service and driving business growth. As a Relationship Manager, you will be responsible for managing and deepening relationships with our clients, developing new business opportunities, and promoting the growth and profitability of our firm. You will work closely with our team to expand our service offerings and attract new clients.

Key Responsibilities
  1. Relationship Management: Provide ongoing client communication and investment reviews, supervise the implementation of investment strategies, and offer financial planning advice.
  2. Business Development: Cultivate and maintain relationships with new business sources, meet with prospects to explain our services, and prepare and deliver proposals to prospective clients.
  3. Investment Policy and Market Research: Assist in the development of company investment policies and strategies, stay informed of market developments, and participate in Investment Committee meetings.
Requirements

To be successful in this role, you will need:

  • Excellent analytical and problem-solving skills, with a strong understanding of financial planning principles and investment strategies.
  • A minimum of five years of experience in financial planning, advising, or client service, with a proven track record of driving business growth and delivering exceptional client service.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients and colleagues.
  • Proficiency in Microsoft Office and other relevant software applications.
  • A Series 65 license and a CFP certification are preferred.
What We Offer

We offer a comprehensive benefits package, including competitive market salaries, paid time off, multiple retirement savings options, full health care options, life insurance, health care and dependent care flexible spending accounts, career development opportunities, tuition assistance, and volunteer opportunities. We are proud to offer a remarkable work environment that values our employees and supports their growth and development.



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