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Client Relationship Manager
2 months ago
Dynasty Financial Partners is seeking a highly skilled and experienced professional to join our Relationship Management Team as a Client Relationship Manager. This is a key role within our company, responsible for building and maintaining strong relationships with our client firms.
Key Responsibilities- Project manage all client projects, ensuring timely and effective delivery.
- Act as a strategic advisor to client firm leadership, providing guidance on business growth and development.
- Lead the effort to drive profitability and growth within client organizations.
- Develop and implement business plans to meet client goals and objectives.
- Provide ongoing feedback and coaching to client firm principals on business model development and client development.
- Coordinate multiple parties to work towards clear goals and hurdles.
- Collect and analyze information from multiple sources, providing clear communication to clients and senior management.
- Experience in wealth management, practice management, or management consulting.
- Strong knowledge of concepts and operational relationships in wealth management.
- Ability to work with advisors and company leaders to drive growth and profitability.
- Excellent communication, interpersonal, and presentation skills.
- Strong analytical and problem-solving skills.
- Ability to work in a team environment and take initiative.
- Excellent PowerPoint and Excel skills.
Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability, veteran status, or any other protected status under applicable law.
