Strategic Client Relationship Manager

3 days ago


Denver, Colorado, United States Jobot Full time
Job Summary
As a Strategic Client Relationship Manager, you will be an integral part of a dynamic client service team, responsible for solving complex family office problems with the utmost confidentiality.

About Us
We are a company that values our clients' stories and experiences. Founded in 2005, we fill a void in services that we personally experienced as clients. Our mission is to build and maintain structures, tools, and support for every client's evolving financial universe.

Key Responsibilities
• Participate in brainstorming sessions on complex client strategies
• Manage detailed execution of tax, estate, investment, entity, etc. strategies
• Support Accounting Analysts in client bill payment requests, ensuring timely and accurate execution
• Facilitate and/or assist in client meeting preparation and follow-up
• Perform cash flow and financial planning analyses, including reviewing clients' cash, liquid, illiquid, holdings, and investment allocations
• Communicate with clients in a professional, clear, and concise manner

Coordination & Project Management
• Coordinate with third parties, including brokerage firms, banks, accountants, insurance agents, attorneys, trustees, real estate agents, etc.
• Analyze, manage, execute, and follow-up on cashiering requests, including checks, wires, deposits, journals, and ACH transfers
• Assist with client tax planning and annual tax return preparation, including gathering tax documents for clients' accountants, processing payments of income and property taxes, and overall coordination
• Coordinate private client loans by managing promissory notes, tracking loan activity, and providing clients and accountants with status updates
• Manage and maintain the organization of client information within financial planning systems, CRM databases, online filing cabinets, etc.
• Work with the internal team to ensure reports and personal/business financials are accurate
• Prepare needed forms for new bank, brokerage, and bill pay accounts, obtaining signatures and following-up on account setup as needed
• Assist with establishing various entities for clients, filing/tracking necessary paperwork related to those entities (primarily LLCs and Trusts)
• Manage clients' private investments by preparing forms as needed, following-up on documentation, notifying various third parties, and coordinating with clients
• Ensure timely insurance renewals and payments for clients

Candidate Requirements
• Relevant experience in finance or adjacent industries preferred
• Degree from a top-tier university
• High attention to detail and organizational acumen
• Polished presence and ability to communicate clearly in person and electronically
• Ability to manage a significant workload (we compensate at the top of the market)
• Able to balance multiple non-congruent tasks with an eye for proper prioritization
• Curiosity and willingness to learn something new

Estimated Salary Range
$75,000 - $120,000 per year

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