Relationship Manager

2 weeks ago

Palm Beach, United States Oxford Financial Group, Ltd. Full time

Oxford Financial is hiring a Relationship Manager to be located in any one of our office locations, Indianapolis, Palm Beach, Atlanta, Cincinnati, Grand Rapids, Minneapolis or Chicago. This position is 100% onsite.


Position Summary:

The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families. On behalf of the client, the Relationship Manager coordinates the efforts between the Managing Director (MD) and all service areas throughout the firm, reviews client reports and analysis and assists in all planning and implementation for the client. Relationship Managers will support multiple Managing Directors located in any of Oxford’s market locations by enhancing the client experience through servicing and administrative functions including new client onboarding, account opening, account maintenance, processing cash flows, working with third-party vendors, and assisting with meeting preparation for client and prospect presentations.


Duties and Responsibilities:


Client Service

  • Creates an excellent client experience
  • Operate within the team’s client service strategy to ensure high quality client service
  • Respond professionally and provide timely resolution of client inquires or concerns
  • Troubleshoots client issues and directs effort to conclusion
  • Coordinates the efforts between all areas throughout Oxford
  • Attends prospect, client or advisor meetings

Prepare reports and analysis for clients

  • Partners with technical teams on needed reports and analysis
  • Creates and updates clients financial statements
  • Gathers and shares required data/information with Technical and operational teams
  • Coordinates timely and efficient completion of reports and analysis

Client information management

  • Assist in completing and maintaining the Client Profile Questionnaire
  • Monitors and updates Salesforce as appropriate
  • Determine PSR template and delivery
  • Review client information on an annual basis to ensure accuracy

Assigns workflow as needed to fulfill client needs

  • IPS and IAS
  • FOS Estate flow chart and recommendations
  • Private Market Securities (Initial purchases, calls and liquidations)
  • Client Directed trade requests
  • Cash Management
  • Deposits, withdrawals, journals, wires, etc.
  • Coordinates information needed for lines of credit renewals
  • Other Workflow processes as needed

Client Onboarding

  • Owns and manages the completion of assigned onboarding checklist items
  • Coordinates client deliverables as needed as part of the agreed upon relationship with the client, obtaining signatures when necessary
  • Creates an Oxford quality experience in the transition from a prospect to a client
  • Monitors the progress of account transfers, asset location and cost basis reconciliation, among other on-boarding information
  • Attends ACE meeting with new client/MD and confirm status of all items completed or in process

Handles certain required administrative tasks, attends various required internal meetings and participates in various internal training sessions for continuous technical development

  • Completes TimeTracker entries timely and accurately
  • Reads, handles and responds to email and voicemail messages
  • Attends team and firm meetings
  • Stays current with technical developments and resources
  • Establishes spirit of teamwork and respect with other areas of the firm
  • Performs other duties as assigned
  • Participates in formal education/training to enhance areas of expertise, technical skills and leadership/management skills
  • Strives to increase technical skills through personal research/reading
  • Handles special projects as assigned by Director, Relationship Management


Qualifications:

  • College degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients
  • Professional designations of CFP®, CPWA® or CPA strongly preferred
  • Previous experience creating and updating financial statements
  • Computer proficiency in Microsoft Outlook, Word and Excel
  • Must have strong analytical skills; the ability to interpret/analyze data and accurate attention to detail
  • Must have industry expertise and high level of knowledge in personal financial planning concepts
  • Must have the ability to read and understand legal documents
  • Must have a professional demeanor with the utmost respect for confidential matters
  • Must have excellent written and verbal communication skills with strong interpersonal skills
  • Must be able to work independently and in a team environment
  • Must have strong work ethic with a positive attitude
  • Must be detail oriented with excellent organizational skills
  • Must have ability to multi task
  • Must have ability to work in fast paced environment
  • Must be a self-starter and results oriented


Working Conditions:

  • Limited travel as business needs necessitate
  • Long periods of sitting, utilizing a computer
  • 100% onsite

  • Relationship Manager

    6 days ago

    palm beach, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial is hiring a Relationship Manager to be located in any one of our office locations, Indianapolis, Palm Beach, Atlanta, Cincinnati, Grand Rapids, Minneapolis or Chicago. This position is 100% onsite.Position Summary:The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families. On behalf...

  • Relationship Manager

    1 week ago

    palm beach, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial is hiring a Relationship Manager to be located in any one of our office locations, Indianapolis, Palm Beach, Atlanta, Cincinnati, Grand Rapids, Minneapolis or Chicago. This position is 100% onsite.Position Summary:The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families. On behalf...

  • Relationship Manager

    1 week ago

    Palm Beach, United States Oxford Financial Group, Ltd. Full time

    Oxford Financial is hiring a Relationship Manager to be located in any one of our office locations, Indianapolis, Palm Beach, Atlanta, Cincinnati, Grand Rapids, Minneapolis or Chicago. This position is 100% onsite.Position Summary:The Relationship Manager provides excellent client experiences to ultra-high-net-worth (UHNW) individuals and families. On behalf...

  • Relationship Manager

    2 weeks ago

    Palm Beach, Florida, United States Oxford Financial Group, Ltd. Full time

    Job Summary:Oxford Financial Group, Ltd. is seeking a skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional client experiences to ultra-high-net-worth (UHNW) individuals and families.Key Responsibilities:Coordinate client relationships and ensure seamless communication between...

  • Association Services Relationship Manager

    5 months ago

    Palm Beach, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. ...

  • Senior Private Banking Relationship Manager

    2 months ago

    Palm Beach, Florida, United States First Horizon Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Private Banking Relationship Manager to join our team at First Horizon Bank. As a key member of our Private Banking team, you will be responsible for building and maintaining relationships with high net worth individuals and businesses, providing them with tailored financial solutions and advice...

  • Senior Private Banking Relationship Manager

    3 weeks ago

    Palm Beach, Florida, United States First Horizon Bank Full time

    Job Title: Senior Private Banking Relationship ManagerLocation: On-site in Palm Beach, FLJob SummaryWe are seeking a highly skilled Senior Private Banking Relationship Manager to join our team in Palm Beach, FL. As a key member of our Private Banking team, you will be responsible for building and maintaining relationships with high net worth individuals and...

  • Senior Private Banking Relationship Manager

    1 month ago

    Palm Beach, Florida, United States First Horizon Bank Full time

    Job Title: Senior Private Banking Relationship ManagerLocation: On-site in Palm Beach, FLJob SummaryWe are seeking a seasoned Senior Private Banking Relationship Manager to join our team in Palm Beach, FL. As a key member of our Private Banking team, you will be responsible for developing and maintaining relationships with high net worth individuals and...

  • Senior Private Banking Relationship Manager

    4 weeks ago

    Palm Beach, Florida, United States First Horizon Bank Full time

    About the RoleWe are seeking a highly skilled Senior Private Banking Relationship Manager to join our team at First Horizon Bank. As a key member of our Private Banking team, you will be responsible for building and maintaining relationships with high net worth individuals and professional associations in the Attorney/Law Firm Practices and Healthcare...

  • Business Banking Relationship Manager

    4 weeks ago

    West Palm Beach, Florida, United States Citizens Full time

    About the RoleCitizens is seeking a highly skilled and experienced Relationship Manager to join our Business Banking team. As a Relationship Manager, you will be responsible for developing and maintaining strong relationships with our small business clients, providing tailored advice and solutions to help them achieve their financial goals.Key...

  • Association Services Relationship Manager

    1 month ago

    West Palm Beach, Florida, United States Truist Full time

    Job SummaryWe are seeking a highly skilled Association Services Relationship Manager to join our team at Truist. As a key member of our commercial banking team, you will be responsible for developing and expanding relationships with property management companies, accounting firms, and community associations.Key ResponsibilitiesDevelop and execute a targeted...

  • Association Services Relationship Manager

    1 week ago

    West Palm Beach, Florida, United States Truist Full time

    Job SummaryWe are seeking a highly skilled and experienced Relationship Manager to join our team at Truist Community Bank. The successful candidate will be responsible for developing and expanding relationships with property management companies, accounting firms, and community associations.Key ResponsibilitiesDevelop and execute a targeted prospect...

  • Commercial Banking Relationship Manager

    2 weeks ago

    West Palm Beach, Florida, United States Regions Bank Full time

    Job Description:At Regions Bank, we're committed to delivering exceptional client experiences and driving business growth through strategic partnerships. As a Commercial Relationship Manager, you'll play a critical role in building and maintaining strong relationships with our clients, identifying new opportunities, and delivering tailored solutions to meet...

  • Corporate Banking Relationship Manager

    4 weeks ago

    West Palm Beach, Florida, United States Amerant Bank Full time

    Job SummaryAmerant Bank is seeking a highly skilled Corporate Banking Relationship Manager IV to join our team. As a key member of our commercial lending team, you will be responsible for maximizing share of wallet and products penetration with our corporate clients.Key ResponsibilitiesDevelop and maintain a portfolio of high-quality, complex corporate...

  • Corporate Banking Relationship Manager

    2 weeks ago

    West Palm Beach, Florida, United States Amerant Bank Full time

    Job SummaryAmerant Bank is seeking a highly skilled Corporate Banking Relationship Manager IV to join our team. As a key member of our commercial lending team, you will be responsible for maximizing share of wallet and products penetration, promoting and cross-selling products and services, and developing new relationships.Key ResponsibilitiesDevelop and...

  • Corporate Banking Relationship Manager IV

    2 weeks ago

    West Palm Beach, Florida, United States Amerantbank Full time

    Job Title: Corporate Banking Relationship Manager IVAmerantbank is seeking a seasoned Corporate Banking Relationship Manager IV to join our team. This role is responsible for maximizing share of wallet and products penetration, promoting and cross-selling products and services, and developing new relationships.Key Responsibilities:Develop and maintain a...

  • Relationship Manager

    2 weeks ago

    Virginia Beach, Virginia, United States Chartway Federal Credit Union Full time

    Job Title: Relationship ManagerJob Summary:We are seeking a highly skilled Relationship Manager to join our team at Chartway Federal Credit Union. As a Relationship Manager, you will be responsible for providing exceptional member service, building strong relationships with our members, and helping them achieve their financial goals.Key...

  • Corporate Banking Relationship Manager IV

    1 month ago

    West Palm Beach, United States Amerant Bank Full time

    The Commercial Relationship Manager IV is responsible for maximizing share of wallet and products penetration. Will also promote and cross-sell products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank.Develop and...

  • Relationship Manager

    1 week ago

    Virginia Beach, Virginia, United States Chartway Federal Credit Union Full time

    Job Title: Relationship ManagerJob Type: Full-timeLocation: Virginia Beach, VirginiaAt Chartway Federal Credit Union, we're committed to creating a workplace where team members are empowered to be their authentic selves. We believe that diversity and inclusion are essential to our success, and we're looking for a Relationship Manager to join our team.The...

  • Relationship Manager

    2 weeks ago

    Newport Beach, California, United States Beacon Pointe Full time

    Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at Beacon Pointe Advisors. As a key member of our wealth management team, you will be responsible for building and maintaining strong relationships with our high-net-worth clients, providing exceptional service and support to meet their investment management and financial...