Senior Relationship Manager

2 weeks ago


Peoria, Illinois, United States David Vaughan Investments LLC Full time
About Us

David Vaughan Investments, LLC (DVI) is a premier investment firm that prides itself on its exceptional team of professionals. Our Associates are bright, creative, and hardworking, with a passion for delivering exceptional results for our valued clients.

Job Summary

We are seeking an experienced Senior Relationship Manager to join our team and provide exceptional service to our clients. The ideal candidate will have a strong track record of building trust with clients and effectively managing relationships with our Portfolio Managers and Strategic Advisors to deliver a comprehensive wealth management solution.

Key Responsibilities
  • Supervise a team of Relationship Managers and Assistant Relationship Managers, providing guidance and support to ensure exceptional client service.
  • Lead client meetings to identify complex issues and develop creative solutions to help clients achieve their financial goals.
  • Collaborate with the portfolio management team to develop investment strategies that align with client goals, objectives, and risk tolerances.
  • Participate in prospective client meetings and identify opportunities to serve existing clients and generate referrals.
  • Communicate with clients on financial market activity, current events, and other topical issues and their impact on DVI's investment strategy.
Requirements
  • Bachelor's degree (graduate or advanced degree preferred).
  • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation.
  • Minimum 10-15 years of applicable professional experience.
  • Strong visionary leadership, time management, and change management skills.
  • Entrepreneurial spirit with a willingness to participate in business development initiatives.


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