Client Relationship Executive

1 week ago

St Petersburg, Florida, United States Dynasty Financial Partners, LLC Full time
Job Overview

Dynasty Financial Partners, LLC is on the lookout for a dedicated professional to become a vital member of our Relationship Management Team. The position of Client Relationship Executive is crucial within our organization, as you will serve as the primary liaison between our client firms and Dynasty. Your role will encompass overseeing various projects that client firms are engaged in with Dynasty, while also acting as a strategic consultant to the leadership of the Network firm. The Client Relationship Executive will be tasked with spearheading initiatives aimed at enhancing profitability and fostering growth within these organizations.

Key Responsibilities:

The Client Relationship Executive will be accountable for:

  • Client Engagement: Ensure that clients receive timely responses to their inquiries and creatively resolve diverse challenges.
  • Operational Leadership: Function as an outsourced chief operating officer (OCOO), allowing business principals to concentrate on growth.
  • Strategic Guidance: Collaborate with firm principals to develop and execute business strategies. Assist in evaluating internal teams within Registered Investment Advisors (RIAs).
  • Feedback Provision: Offer continuous insights regarding the firm's business model, with a focus on client development.
  • Project Coordination: Effectively manage multiple stakeholders to achieve defined objectives.
  • Information Synthesis: Gather data from various sources and communicate clearly with clients and senior management.
  • Transition Management: Leverage prior experience in facilitating a wealth management firm's transition to new technology solutions or advisor teams to new firms.
  • Travel Requirements: Willingness to travel up to 40-60% of the time.

About Dynasty Financial Partners: We exclusively partner with a select group of truly independent advisors who uphold integrity, assisting them in better serving their clients while simultaneously growing their business and enterprise value. As industry advocates for advisors, we achieve this through aligned business interests with our Network Partners, a shared set of values that foster a connected Community, and a unified vision to lead within the wealth management sector and promote financial education and literacy nationwide.

With the strength of our people, processes, partners, and platform, our advisors can operate more profitably and expand more rapidly. We provide access to flexible capital solutions that empower advisors to develop, grow, and scale their businesses. Additionally, we offer M&A support for firms aiming for inorganic growth or succession planning. Through a strategic and cultural partnership with each of our Network firms, we aim to enhance their enterprise value and accelerate growth through our proprietary core service model, which includes middle and back office support in Finance, Technology, Marketing, Compliance, Practice Management, Investments, Consulting, and Community.

Qualifications:

Experience in one or more of the following areas will be advantageous:

  • Wealth Management: Background in wealth management, whether as an advisor, manager, or in a support capacity, with a deep understanding of the operational dynamics of running a wealth management firm.
  • Practice Management: Capability to collaborate with advisors and company leaders to drive growth and profitability.
  • Management Consulting: Proficiency in diagnosing situations and providing actionable recommendations for future direction.
  • Personal Attributes: Self-starter with a proactive approach, excellent presentation and public speaking skills, strong communication and interpersonal abilities, and meticulous attention to detail.
  • Technical Skills: Proficient in PowerPoint and Excel, with exceptional writing, presentation, and organizational skills.

EQUAL EMPLOYMENT OPPORTUNITY: Dynasty Financial Partners is committed to ensuring equal employment opportunities and making all employment-related decisions without regard to race, color, sex, age, national origin, religion, physical or mental disability, veteran status, or any other protected status under applicable law.

  • Client Relationship Manager

    1 week ago

    St. Petersburg, Florida, United States Mimi Lange - State Farm Agent Full time

    Job OverviewPosition Summary:Are you a personable and service-oriented individual? Do you thrive in environments where you interact with clients? If so, a position with Mimi Lange - State Farm Agent could be an excellent fit for you. Our agency specializes in providing State Farm insurance and financial service products.Key Responsibilities:Build and nurture...

  • Client Relationship Manager

    1 week ago

    St. Petersburg, Florida, United States Mimi Lange - State Farm Agent Full time

    Job OverviewPosition Summary:Are you a personable and service-oriented individual? Do you thrive in environments where you interact with clients? If so, a position with Mimi Lange - State Farm Agent could be an excellent fit for you. As a representative of State Farm, you will be involved in promoting a range of insurance and financial service offerings.Key...

  • Client Relationship Manager

    1 week ago

    St. Petersburg, Florida, United States Mimi Lange - State Farm Agent Full time

    Job OverviewPosition Summary:Are you a personable and service-oriented individual? Do you thrive in engaging with clients? If so, a career with a State Farm independent contractor agent could be the perfect fit for you. State Farm agents exclusively promote State Farm insurance and financial service offerings.Key Responsibilities:Build and nurture customer...

  • Client Acquisition Specialist

    6 days ago

    St. Petersburg, Florida, United States Luxury Bath Technologies Full time

    Job OverviewLuxury Bath Technologies is seeking a highly motivated and customer-focused individual to join our team as an Appointment Setter. As a key member of our sales team, you will be responsible for scheduling appointments with potential clients and providing exceptional customer service.Key Responsibilities:Develop and execute a sales strategy to meet...

  • Sales Executive, Ticketing Solutions

    2 weeks ago

    St. Petersburg, Florida, United States Rays Baseball Club LLC Full time

    Position Overview:The Rays Baseball Club LLC is seeking a dedicated and enthusiastic individual to become a vital part of our ticket sales team. If you have a passion for sports and a knack for sales, this role may be an excellent fit for you. As a Sales Executive, your primary responsibility will be to promote and sell season memberships, group tickets,...

  • Program Management Executive

    2 weeks ago

    St. Petersburg, Florida, United States Pole Star Defense Full time

    Job OverviewPosition: Director of Program Management FLSA Status: Exempt Reports To: Managing Director, Pole Star Defense Compensation: $140k - $160k Location: St. Petersburg, FLWork Arrangement: HybridABOUT POLE STAR DEFENSE:Pole Star Defense is a premier provider of maritime situational awareness, security solutions, and fisheries monitoring systems...

  • Client Advisor

    4 days ago

    St. Petersburg, Florida, United States Spieldenner Financial Group Full time

    Job DescriptionSpieldenner Financial Group is a leading provider of insurance solutions, dedicated to delivering exceptional service and support to our clients and agents.Key Responsibilities:Setting Appointments: 6-8 hours per week: establishing relationships with potential clients and scheduling meetings to discuss their insurance needs.Research: 4-5 hours...

  • Account Executive, Ticket Sales Specialist

    1 week ago

    St. Petersburg, Florida, United States Rays Baseball Club LLC Full time

    About the Opportunity:We are seeking a highly motivated and results-driven individual to join the Rays Baseball Club LLC team as a Sales Representative. If you have a passion for sports and sales, this could be the perfect opportunity for you.Key Responsibilities:Develop and execute sales strategies to increase revenue and drive business growth.Build and...

  • Client Relations Specialist

    1 week ago

    St. Petersburg, Florida, United States Tim Tran - State Farm Agent Full time

    Job OverviewPosition SummaryJoin our dedicated team at Tim Tran - State Farm Agent, where we prioritize customer satisfaction and support. We are seeking a motivated individual who enjoys engaging with clients and is eager to contribute to our success. This role offers a fulfilling career path with opportunities for professional growth and valuable...

  • Senior Sales Executive

    2 weeks ago

    St. Petersburg, Florida, United States Aquiyel Business Services Full time

    Job OverviewPosition Summary:Aquiyel Business Services is in search of an experienced Sales Executive to enhance our forward-thinking approach in the logistics sector. This role focuses on utilizing established connections to link shippers with dedicated routes to asset-based carriers, creating direct and lucrative partnerships while simplifying the...

  • Client Relations Associate

    2 weeks ago

    St. Petersburg, Florida, United States CW Business Development Full time

    Position OverviewThe Client Relations Associate will concentrate on implementing best practices in customer engagement, support, sales, marketing, and other essential business functions. This role is pivotal in enhancing the organization's growth by delivering personalized customer care to each client.This position will provide comprehensive training from...

  • Client Engagement Specialist

    1 week ago

    St. Petersburg, Florida, United States David Vargas - State Farm Agent Full time

    Customer Relations Representative - David Vargas - State Farm AgentAs a vital part of the David Vargas - State Farm Agent organization, the Customer Relations Representative plays a crucial role in fostering strong client connections. This position is ideal for a motivated individual who thrives in dynamic settings and is dedicated to delivering outstanding...

  • Client Engagement Specialist

    2 weeks ago

    St. Petersburg, Florida, United States David Vargas - State Farm Agent Full time

    Customer Relations Representative - David Vargas - State Farm AgentAs a pivotal member of the David Vargas - State Farm Agent team, the role of a Customer Relations Representative is essential for fostering strong client connections. This position is ideal for a dynamic individual who thrives on meaningful interactions and is dedicated to delivering...

  • Client Relations Specialist

    2 weeks ago

    St. Petersburg, Florida, United States Team Horner Full time

    Job Title: Client Relations SpecialistCompany: Team HornerLocation: Not mentionedReporting to: Customer Service SupervisorEmployment Type: Full-time, Non-ExemptWorking Hours: Monday to Friday, 8:00am to 5:00pmPosition Overview: Become a vital member of Team Horner, where collaboration and growth are at the forefront of our mission. We pride ourselves on...

  • Client Engagement Specialist

    2 weeks ago

    St. Petersburg, Florida, United States David Vargas - State Farm Agent Full time

    Customer Relations Representative - David Vargas - State Farm AgentWe are seeking a motivated Customer Relations Representative to enhance our team at David Vargas - State Farm Agent. If you are a dynamic individual who enjoys meaningful interactions and is dedicated to delivering outstanding customer service, this role is tailored for you. Become part of a...

  • Senior Fiduciary Executive

    2 weeks ago

    St. Petersburg, Florida, United States MRINetwork Jobs Full time

    Job OverviewPosition: Chief Fiduciary OfficerOur esteemed client is in search of a Chief Fiduciary Officer who exhibits outstanding leadership capabilities in fiduciary management. This individual will be responsible for supervising all aspects of trust administration. The ideal candidate will have the ability to lead, educate, guide, and mentor trust...

  • Client Service Specialist

    1 week ago

    St. Petersburg, Florida, United States Tim Tran - State Farm Agent Full time

    Job OverviewPOSITION SUMMARY:As a Client Service Specialist at Tim Tran - State Farm Agent, you will play a crucial role in delivering outstanding client experiences that contribute to the success of our insurance agency. Your strong attention to detail, exceptional customer service abilities, and genuine desire to assist others will make you an invaluable...

  • Client Service Representative

    2 weeks ago

    St. Petersburg, Florida, United States Tim Tran - State Farm Agent Full time

    Position OverviewROLE SUMMARY:As a Client Service Representative at Tim Tran - State Farm Agent, you will play a pivotal role in creating outstanding client interactions that contribute to the success of our insurance office. Your keen attention to detail, exceptional customer service abilities, and genuine desire to assist others will make you an invaluable...

  • Client Service Representative

    2 weeks ago

    St. Petersburg, Florida, United States Tim Tran - State Farm Agent Full time

    Job OverviewPOSITION SUMMARY:As a Client Service Representative at Tim Tran - State Farm Agent, you will play a vital role in delivering outstanding client experiences that contribute to the success of our insurance agency. Your strong attention to detail, exceptional customer service abilities, and genuine desire to assist others will make you an excellent...

  • Senior Trust Administration Executive

    2 weeks ago

    St. Petersburg, Florida, United States MRINetwork Jobs Full time

    Job OverviewPosition: Chief Fiduciary OfficerOur esteemed client is in search of a Chief Fiduciary Officer who exhibits outstanding leadership capabilities in fiduciary matters. This role involves overseeing the entire spectrum of trust administration. The ideal candidate will be responsible for leading, educating, guiding, and mentoring a team of trust...