Private Client Relationship Manager

“I can be myself at work.”You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community. “I can influence my income.” You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses. “I can lead a full life.” You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones “I can succeed as a Private Client Relationship Manager.” As the Private Client Relationship Manager, you will be responsible for the day-to-day management of the Private Wealth Advisor’s practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion. You will provide subject matter expertise in various areas to offer solutions to complex client matters and provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, facilitate, and advance client servicing, prospecting, and sales efforts for the practice(s) they support. A Private Client Relationship Manager drives exceptional client, prospect, and COI experiences while proactively strengthening relationships and supporting retention and growth. They establish efficient operating norms for the practice, execute the team’s value proposition, and collaborate closely with the Private Wealth Advisor and Marketing to build and implement business plans that expand the target market and increase share of wallet. Additionally, they ensure strong internal communication, lead routine business health and pipeline meetings, and identify opportunities to enhance processes and alignment across the team.“I am the person Capital Group is looking for.”You have outstanding professional experience and industry knowledge, and you demonstrate strong sales and service acumenYou are results oriented, working successfully as an individual and part of a team to ensure deliverables are completed in a timely mannerYou are a credible and influential, instilling trust through self-confident interactions and in-depth financial and business acumenYou are agile and entrepreneurial, able to anticipate and deliver on the needs of a sophisticated, fast-paced business and possess the ability to simultaneously balance a wide range of projectYou are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomeCore requirements:Bachelor’s degree required; Graduate degree preferred.Series 65 must be obtained within 60 days of hire date.CFP preferred.New York Base Salary Range: $134,717 – $179,623