Relationship Manager

2 days ago

Houston, Texas, United States Stephens Investment Management Group Full time

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Maintain existing relationships by providing SIMG updates and information to Institutional Consultants, RIA and other relationships on a regular basis.
  • Helps identify new business opportunities, upcoming product searches, and works closely with sales team members to further develop these opportunities.
  • Ensure client servicing needs are met by providing monthly, quarterly and other reporting needs based on the client's requirements. Compile and verify accuracy of client reports, ensure all reporting requirements and investment guidelines are met, deliver client reporting statements in a timely manner and in the client's preferred format.
  • Assist with the creation, maintenance and distribution of marketing materials for separately managed accounts including commentaries, fact sheets, brochures, PowerPoint, etc. Assist with the compilation and formatting of all information contained therein.
  • Manages the process for developing and optimizing our marketing message and brand identity, including ways to improve our digital presence in social media to widen our reach.
  • Understand SIMG's investment strategies in detail (philosophy/process) in order to speak to clients and prospect relationships about the investment services offered by SIMG.
  • Assist in production Requests for Proposals, Requests for Information, Due Diligence Questionnaires and industry databases.
  • Performs various competitor and product landscape research.
  • Plans and executes certain communications, due diligence (onsite and offsite) as required.
  • Manages the digital marketing calendar ensuring a cadence of communication.
  • Work with SIMG specific systems and software to generate reports and provide analysis, reporting and marketing of SIMG products.
  • Performs other duties as assigned by management.

EDUCATION AND/OR EXPERIENCE

  • Bachelor's degree in a related field.
  • Minimum of three years of related experience and/or training.
  • Equivalent combination of education and experience.

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