Client Solutions Specialist

Job Description

Compensation includes base salary range of $115,000-$150,000 plus variable compensation. 

Beacon Pointe Advisors, a client-centered Registered Investment Advisory (RIA) firm, is seeking a motivated and client-service-driven Client Solutions Specialist to support and expand our various client solutions and manage and support our workplace retirement technology. This role is critical to our commitment to ongoing service and to expanding our holistic planning solutions to all of our clients across the firm.

This individual will partner closely with our external sales team, advisors, and strategic partners to drive new business opportunities. In this role, you will serve as a key point of contact for advisors – providing education on our service model, preparing proposals, managing follow-ups, and helping guide prospects through the sales cycle.

This is an excellent opportunity for someone looking to develop a career in sales. The ideal candidate is someone who enjoys building relationships, communicating value, and contributing directly to firm growth in a small-team environment.

The ideal candidate brings a strong background in comprehensive financial planning and investment advising. Experience with Pontera a plus. 3-5 years of wealth management experience required. 

Key Responsibilities

• Partner with the sales team and advisors to generate new business and support ongoing advisor relationships.
• Proactively identify and cultivate new advisor and referral-source relationships through outreach, marketing campaigns, and partnership activities.
• Serve as a point of contact for advisors regarding questions and service support for Pontera, Brokeragelink and PCRA.
• Assist with webinars, industry events, and marketing initiatives to promote the firm’s services.
• Manage parts of the operations of the Pontera platform including potentially provisioning new users, removing users, running reports, assisting with re-linking broken accounts, etc.
• Be the subject matter expert on our workplace retirement technology platform.
• Support workplace retirement plan business transition/onboarding and integration as part of our M&A growth efforts.
• Serve as the liaison between Beacon Pointe and our workplace retirement technology partners.  
• Reaching out to advisors and offices to discuss all our client service solutions and helping them include these solutions in financial planning leading to increased adoption and implementation.
• Assisting advisors and MDs in identifying ways to create value for clients that leads to increased wallet share or implementation of another solution.
• Using firm-level data to help advisors uncover outside opportunities and execute on their conversion.
•  Develop systems and processes to track all newly converted business.
• Advisor training and education support on all solutions including workplace retirement solutions.
• Maintain and update internal business processes and procedures
• All opportunity entering and tracking in Salesforce for opportunities.
• Build and deliver educational content to train our advisors.      

Qualifications

• Minimum 3 – 5 years of relevant experience, preferred experience in the financial planning space working with advisors and clients.
• Strong knowledge of Salesforce, eMoney, and Excel.
• Strong knowledge of holistic client solutions and financial planning.
• Exceptional attention to detail and organizational skills.
• Client-first mindset with strong interpersonal and communication abilities.
• CFP® Preferred

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families.  Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit  Awards Disclosures.