Relationship Manager
4 weeks ago
At Dynasty Financial Partners, LLC, we are seeking a highly skilled and experienced Relationship Manager to join our team. As a key member of our Relationship Management Team, you will play a critical role in building and maintaining strong relationships with our client firms, driving profitability and growth within these organizations.
Key Responsibilities:
- Develop and implement effective relationship management strategies to ensure prompt responses to client inquiries and resolve complex issues.
- Act as an outsourced chief operating officer (OCOO) to support principals of the business, enabling them to focus on growth and development.
- Work closely with principals to design and implement business plans, providing ongoing feedback and guidance to enhance client development.
- Coordinate multiple parties to achieve clear goals and objectives, collecting and providing clear communication to clients and senior management.
- Prioritize and manage multiple projects simultaneously, ensuring timely completion and high-quality results.
Requirements:
- Proven track record of success in relationship management, business development, or a related field.
- Excellent communication, interpersonal, and presentation skills.
- Strong analytical and problem-solving skills, with the ability to think critically and strategically.
- Ability to work independently and as part of a team, with a willingness to pitch in and support colleagues as needed.
- Proficiency in Microsoft Office, particularly Excel and PowerPoint.
About Dynasty Financial Partners, LLC:
We are a leading provider of wealth management services, working exclusively with a select group of truly independent advisors of integrity. Our mission is to help these advisors better serve their clients while growing their business and enterprise value. We offer access to flexible capital solutions, M&A support, and a range of other services to help our partners achieve their goals.
Benefits:
- Competitive salary and bonus structure.
- Comprehensive benefits package, including health, dental, and vision insurance.
- Retirement plan with 401(k) matching.
- Paid time off and flexible work arrangements.
- Opportunities for professional growth and development.
Equal Employment Opportunity:
Dynasty Financial Partners, LLC 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, or any other protected status under applicable law.
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