Wealth Management Relationship Specialist

3 days ago

Scottsdale, Arizona, United States Laffer Tengler Investments Full time
Job Title: Wealth Management Relationship Manager

Laffer Tengler Investments, a leading asset management firm, is seeking an experienced Wealth Management Relationship Manager to join its Scottsdale, Arizona location. As a key member of the Investment and Relationship Management teams, this client-facing professional will be responsible for providing exceptional support to clients, ensuring seamless onboarding and account management processes, and fostering strong relationships with internal colleagues and external partners.

Key Responsibilities:
  • Develop a deep understanding of the firm's investment philosophy and products to effectively communicate with clients.
  • Research and respond to internal and external client inquiries with a high level of urgency and professionalism.
  • Engage in daily operations, monitoring and facilitating client requests, distributions, and reporting.
  • Perform duties and special projects independently or with a team as required by the Investment and Relationship Management teams.
  • Train clients on the firm's platforms (primarily Black Diamond and Pershing).
  • Deliver exceptional, proactive service, and become a trusted partner to internal teams in onboarding client accounts and managing relationships.
  • Build strong relationships with internal colleagues, external custodians, and the firm's various vendors.
Requirements:
  • Completion of a four-year college degree in (but not limited to) the following areas: Accounting, Business Administration, Economics, Finance, Marketing, or Operations.
  • At least 5-10 years' experience working in accounting, finance, operations, back office, or client service, preferably in asset or wealth management.
  • A passion for investing and the ability to communicate intelligently with high-net-worth individuals about their investment portfolios.
  • Initiative to create and implement efficient workflows and processes.
  • Experience with investment management and reporting software (preferably APX, Black Diamond, and/or SQL), along with experience with custodian banks (Pershing and Schwab).
  • Strong working knowledge of the investment management business, and an understanding of equity and fixed income markets.
  • Ability to grasp financial and investment concepts, along with the ability to create, navigate, and maintain complex spreadsheets (i.e., Excel skills).
  • The individual must be in or willing to relocate to Scottsdale, Arizona.
  • FINRA Series 65 license (or ability to obtain within six weeks of hire).
What We Offer:
  • A collaborative environment that enables you to step outside your role to add value wherever you can.
  • A culture of inclusion that values each employee's unique perspective.
  • Opportunities to grow your expertise, take on new challenges, and reinvent yourself – without leaving the firm.
  • High-quality benefits program emphasizing good health, financial security, and peace of mind.

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