Relationship Manager

6 days ago


Plano, Texas, United States Beacon Pointe Full time
Relationship Manager

We are seeking a skilled Relationship Manager to join our team at Beacon Pointe Advisors in Plano, TX.

The successful candidate will be responsible for providing exceptional service to our high net worth clients, including frequent interaction with clients and prospects, researching and responding to client inquiries, and participating in client meetings.

Key Responsibilities:
  • Act as the primary liaison between clients, investment professionals, and other team members to deliver personalized service.
  • Research and respond to client inquiries in a timely manner.
  • Participate in client meetings and present on relevant service engagements.
  • Partner with clients, wealth advisory, and central operations teams to establish new accounts and maintain existing relationships.
  • Maintain and update client files using internal systems.
  • Collaborate with advisor and operations leadership teams on projects and initiatives to streamline firm policies and procedures.

Additional duties may include participating in team projects and assisting with initiatives to improve firm operations.

Requirements:

  • Demonstrated track record of educational and professional achievement.
  • Commitment and passion for delivering exceptional service to clients and associates.

Interested Candidates:

Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.


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