Relationship Development Manager
2 days ago
About the Role:
As a Relationship Development Manager, you will play a critical role in supporting the Financial Advisor team to further develop and enhance existing client relationships. Your primary focus will be on serving as a key point of contact for clients on non-administrative requests and needs.
You will also be responsible for supporting relationship management activities, including developing, implementing, and monitoring the team's client service model. Additionally, you will assist with client meetings related to investment strategy, account performance, new products, and market developments.
Key Skills and Qualifications:
- Strong communication and interpersonal skills
- Ability to work collaboratively with a team
- Attention to detail and organizational skills
- Thorough knowledge and understanding of Wealth Management products and services
Salary Range:
The estimated annual salary for this role is $60,000 - $80,000, depending on experience. In addition to a competitive salary, we offer a comprehensive benefits package, including health insurance, retirement savings plan, and paid time off.
What You Will Achieve:
In this role, you will have the opportunity to develop your skills and experience working with clients, while contributing to the growth and success of our organization. You will be part of a dynamic team that values collaboration, innovation, and customer satisfaction.
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