Investment Relationship Manager
2 days ago
**About the Role**
We are seeking an experienced Investment Relationship Manager to support our Financial Advisor team in developing and enhancing existing client relationships.
As a key member of our team, you will provide specialized support in areas such as Business Development, Wealth Planning, Investment Management, or Business Management.
You will spend more than 50% of your time on relationship management activities, including assisting with and attending client meetings, discussing investment strategies, account performance, new products, and market developments to promote growth and acquisition.
You will work closely with portfolio managers, product specialists, and/or team Senior Wealth Planner and Investment Management Specialist to coordinate sales and service activities.
**Responsibilities**
- Develop and maintain strong relationships with clients to understand their financial goals and objectives
- Analyze client data to identify opportunities for growth and improvement
- Collaborate with cross-functional teams to develop and implement business strategies
- Provide exceptional customer service to clients, responding promptly to their inquiries and concerns
**Requirements**
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAME ACT Registration; ADV-2B Required
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
**Compensation**
The salary range for this role is $60,000.00 - $100,000.00 per year, depending on experience, education, and skill set.
This role is eligible to participate in a formulaic incentive plan.
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