IAS Relationship Manager
8 hours ago
The Investment Advisory Services (IAS) Relationship Manager will report to the Vice President of Wealth Management. This role demands a combination of financial acumen, interpersonal skills, and a deep understanding of client needs in the wealth management sector.
Key Responsibilities:
• Manage a book of affluent and high-net-worth clients, providing comprehensive wealth management solutions
• Proactively identifies opportunities to deepen and grow clients' assets under management through cross-selling and referrals
• Serve as the primary point of contact for client inquiries and service requests along with other team members
• Conduct regular client performance reviews with team members, and as necessary with PMs, to address clients' evolving needs and objectives
• Stay abreast of market trends, regulatory changes, and industry best practices to provide informed advice to clients
Our Employee Benefits package includes:
• 100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
• Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities
• Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
• 401k with generous match
• Profit sharing and annual performance bonuses
• 11 personal and 10 vacation paid days off
• 10 paid holidays (per NYSE holiday schedule)
• Paid Parental and Bereavement leaves
• Up to $1,000 per month in childcare/tuition assistance
• Adult continuing education and professional development assistance
• Free YMCA gym membership
• Home-buyer assistance program
Required Education and Experience:
• Bachelor's degree from a related field of study, Master's or MBA preferred
• Series 7, 63, and 65 or equivalent licenses required
• CFP Charter Holder preferred or other related certifications
• Strong customer service background with prior experience in sales
• Knowledge of financial products and personal finance
Saturna Capital is a bottom-up, fundamental research-oriented investment management firm. It is investment advisor to twelve mutual funds and a variety of private client investment accounts, with assets under management of over $9 billion. We are an Equal Opportunity Employer and a Drug-free Workplace.
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