Strategic Financial Partnerships Manager

7 days ago


Kennett Square, Pennsylvania, United States Claire Myers Consulting Full time

We are seeking a skilled Servicing Relationship Manager to join our team at Claire Myers Consulting. As a key player in our wealth management services, you will be responsible for building and maintaining strong relationships with clients, delivering comprehensive financial planning services, and collaborating with our Private Wealth Advisors.

Responsibilities
  • Client Relationship Management: You will serve as the primary relationship manager for an assigned portfolio of clients, focusing on trust-based relationships, expert guidance, and addressing client concerns in collaboration with our Private Wealth Advisors.
  • Wealth Management Services: You will deliver comprehensive financial planning services under the direction of our Private Wealth Advisors, prepare for and participate in annual review meetings, manage ongoing client needs, and oversee the onboarding process for new clients.
Key Qualifications
  • Certification: CFP designation is required
  • Experience: Typically 5+ years of industry experience, with at least 3 years with our firm
  • Skills:
    • Proven ability to independently manage and retain client relationships
    • Strong technical expertise in financial planning, tax, and estate planning strategies
    • Excellent communication and presentation skills
    • Ability to manage complex client situations with minimal supervision
Compensation and Benefits
  • $125,000 base salary with incentives
  • Comprehensive benefits package including insurance, 401k contributions, and continuing education opportunities
  • Performance-based bonuses tied to new client acquisitions and overall firm performance


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