Financial Services Relationship Manager
4 weeks ago
At Goldman Sachs, we are committed to empowering our clients and customers to reach their financial goals. As a Financial Services Relationship Manager, you will play a critical role in managing and monitoring client relationships under the direction of the Managing Director, Wealth Manager, or Wealth Advisor.
The ideal candidate will have excellent time management and organizational skills, with the ability to prioritize multiple tasks and anticipate potential problems. Proficiency in Microsoft Office and Google Apps is required, with experience in Salesforce highly desired.
Responsibilities will include:
- Managing and monitoring client relationships
- Preparing deliverable materials associated with client meetings
- Escalating potential client issues to Managing Director or Wealth Adviser as appropriate
- Actively documenting all notes and action items during client meetings
- Delivering Money Mind surveys to clients via Salesforce as directed/requested
- Reviewing task assignments for each client and working directly with team members to ensure all follow-up and action items are documented in Salesforce and completed within the specified time frame
- Engaging in Client Case Prep meetings, providing recommendations and feedback relative to the client's financial plan as appropriate
- Managing developing and maintaining suitability documentation utilizing client file standards
We are an equal employment/affirmative action employer and are committed to fostering and advancing diversity and inclusion in our own workplace and beyond.
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Relationship Manager
4 weeks ago
Phoenix, Arizona, United States Magellan Financial & Insurance Services, Inc. Full timeAdvisor Services Relationship ManagerAt Magellan Financial & Insurance Services, Inc., we are seeking a highly skilled and detail-oriented Advisor Services Relationship Manager to join our team. This critical role will serve as the primary liaison between our Advisor partners and back-office operations, ensuring seamless communication and exceptional...
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Relationship Manager
1 month ago
Phoenix, Arizona, United States Magellan Financial & Insurance Services, Inc. Full timeAbout Magellan Financial & Insurance Services, Inc.We are a rapidly expanding, independent Registered Investment Advisor (RIA) offering a comprehensive turnkey asset management platform to financial advisors nationwide. Our forward-thinking culture and collaborative work environment make us a great place to cultivate your skills and advance your...
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Relationship Manager
4 weeks ago
Phoenix, Arizona, United States Principal Financial Group Full timeAbout the RoleWe are seeking a skilled Relationship Manager to join our Institutional Trust and Custody Customer Care team. As a key member of our team, you will be responsible for developing and maintaining strong relationships with advisors, plan sponsors, finance contacts, trustees, and third-party administrators in our institutional space.Key...
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Commercial Banking Relationship Manager
4 weeks ago
Phoenix, Arizona, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Relationship Manager IV - Commercial Banking to join our team. As a key member of our commercial banking group, you will be responsible for building and maintaining relationships with middle-market privately owned businesses, providing tailored financial solutions to meet their unique needs.Key...
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Commercial Banking Relationship Manager
4 weeks ago
Phoenix, Arizona, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Relationship Manager IV to join our Commercial Banking team. As a key member of our team, you will be responsible for building and maintaining relationships with middle-market privately owned businesses, providing tailored financial solutions to meet their unique needs.Key ResponsibilitiesProspect and develop new...
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Commercial Banking Relationship Manager
3 weeks ago
Phoenix, Arizona, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled and experienced Relationship Manager IV to join our Commercial Banking team. As a key member of our organization, you will be responsible for developing and maintaining strong relationships with middle-market privately owned businesses, providing tailored financial solutions to meet their unique needs.Key...
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Commercial Banking Relationship Manager
4 weeks ago
Phoenix, Arizona, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled Commercial Relationship Manager to join our team. As a key member of our corporate banking group, you will be responsible for building and maintaining relationships with our clients, identifying new business opportunities, and providing expert financial guidance to help them achieve their goals.Key...
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Senior Commercial Banking Relationship Manager
3 weeks ago
Phoenix, Arizona, United States BOK Financial Full timeJob SummaryWe are seeking a highly skilled and experienced Relationship Manager to join our Commercial Banking team. As a key member of our team, you will be responsible for developing and maintaining strong relationships with our middle-market privately owned business clients, providing tailored financial solutions to meet their needs, and driving business...
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Financial Services Professional
4 weeks ago
Phoenix, Arizona, United States Strategy Financial Group Full timeFinancial Advisor RoleStrategy Financial Group in Phoenix, AZ is seeking a highly motivated and customer-focused Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...
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Financial Services Professional
4 weeks ago
Phoenix, Arizona, United States Strategy Financial Group Full timeFinancial Advisor OpportunityStrategy Financial Group in Phoenix, AZ is seeking a highly motivated and customer-focused Financial Advisor to join their team. As a Financial Advisor, you will have the opportunity to meet one-on-one with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare...
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Relationship Manager
4 weeks ago
Phoenix, Arizona, United States Goldman Sachs Full timeJob Title: Relationship Manager - Personal Financial ManagementAt Goldman Sachs, we are seeking a highly skilled Relationship Manager to join our Personal Financial Management team. As a key member of our team, you will be responsible for managing and monitoring client relationships under the direction of our Managing Director, Wealth Manager, or Wealth...
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Financial Advisor
3 weeks ago
Phoenix, Arizona, United States Alerus Financial Full timeJob Summary:We are seeking a highly skilled Financial Advisor to join our team at Alerus Financial. As a Financial Advisor, you will be responsible for providing comprehensive financial advice to high net worth clients, enhancing existing relationships, and developing new business opportunities.Key Responsibilities:Manage a portfolio of high net worth...
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Bank Relationship Manager
3 weeks ago
Phoenix, Arizona, United States BMO Financial Group Full timeJob SummaryWe are seeking a highly skilled and experienced Bank Relationship Manager to join our team at BMO Financial Group. This is a challenging and rewarding role that requires strong business acumen, excellent communication skills, and a proven track record of success in sales and business development.Key ResponsibilitiesDevelop and execute a market...
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Relationship Manager
4 weeks ago
Phoenix, Arizona, United States Principal Financial Group Full timeAbout the RoleWe are seeking a skilled Relationship Manager to join our Institutional Trust and Custody Customer Care team. As a key member of our team, you will be responsible for developing and maintaining strong relationships with advisors, plan sponsors, finance contacts, trustees, and third-party administrators in our institutional space.Key...
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Financial Services Professional
2 weeks ago
Phoenix, Arizona, United States BOK Financial Full timeJob SummaryThe Financial Advisor role at BOK Financial Corporation Group is a dynamic opportunity for a skilled professional to provide exceptional customer service and guide clients toward their short and long-term financial goals. This is accomplished through holistic financial planning and financial advice. The ideal candidate will possess excellent...
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Financial Services Professional
4 weeks ago
Phoenix, Arizona, United States Advisor Employee Services Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services. As a key member of our team, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Meet one-on-one...
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Financial Services Professional
2 weeks ago
Phoenix, Arizona, United States Advisor Employee Services Full timeAdvisor Employee Services is seeking a highly motivated and experienced Financial Advisor to join our team in Phoenix, AZ.The ideal candidate will have a strong background in financial services, with a proven track record of success in sales and client relationship building.Responsibilities will include:Preparing and presenting customized financial plans to...
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Financial Services Professional
2 weeks ago
Phoenix, Arizona, United States Advisor Employee Services Full timeAt Advisor Employee Services, we are seeking a highly motivated and experienced Financial Advisor to join our team in Phoenix, AZ.The ideal candidate will have a strong background in financial services, with a proven track record of success in sales and client relationship building.Responsibilities will include:Preparing and presenting customized financial...
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Campus Financial Services Specialist
3 weeks ago
Phoenix, Arizona, United States Desert Financial Credit Union Full timeJob SummaryThe Campus Financial Services Specialist is a key role in growing and retaining student membership and expanding overall business growth for the credit union within the university community. This position requires strong presentation abilities, financial acumen, and interpersonal skills to build awareness and develop trusted advisor relationships...
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Relationship Manager
4 weeks ago
Phoenix, Arizona, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a trusted partner for individuals, families, and institutions seeking innovative financial solutions.Key ResponsibilitiesDevelop and maintain strong relationships with clients,...