Wealth Management Relationship Specialist
5 days ago
Laffer Tengler Investments is a leading asset management firm seeking an experienced Wealth Management Relationship Manager to join its Scottsdale, Arizona location. This client-facing role will involve working closely with the Investment and Relationship Management teams to provide exceptional support and service to high-net-worth individuals.
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 sense 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 and deliver exceptional, proactive service.
- Build strong relationships with internal colleagues, external custodians, and vendors.
- Completion of a four-year college degree in a relevant field, such as 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, along with experience with custodian banks.
- 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.
- 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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