Business Development Manager

1 month ago


Kennett Square, Pennsylvania, United States TalentWealth Full time

TalentWealth Recruiting, a boutique financial services firm, is seeking a skilled professional to fill a key role in their growing team. An independent RIA with over $1 billion in assets under management is looking for a CFP to serve as a Relationship Manager.

Key Responsibilities:

  • Develop and maintain strong relationships with clients, providing expert guidance and support.
  • Prepare for annual review meetings, including client summaries and presentation decks.
  • Participate in client meetings, addressing questions and presenting educational topics.
  • Manage ongoing eMoney maintenance, confirming client assumptions and updating records.
  • Handle follow-up tasks, including what-if cash flow analysis and eMoney updates.
  • Collaborate with the Private Wealth Advisor to provide exceptional service and strong relationships.

Requirements:

  • 5+ years of client relationship experience.
  • CFP designation.
  • Strong communication and interpersonal skills.


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