Private Client Relationship Manager

Role Overview

Key Responsibilities

• Ensure execution of the practice's sales and service goals.
• Provide subject matter expertise and solutions for complex client matters.
• Oversee Client Service Associates and other practice support staff.
• Advance client servicing, prospecting, and sales efforts.
• Establish efficient operating norms and execute the team's value proposition.
• Collaborate with the Private Wealth Advisor and Marketing on business plans to expand the target market and increase share of wallet.
• Lead routine business health and pipeline meetings.
• Identify opportunities to improve processes, communication, and team alignment.

Qualifications

• Outstanding professional experience and industry knowledge.
• Strong sales and service acumen.
• Results-oriented approach and ability to complete deliverables on time.
• Financial and business acumen with credible, influential communication.
• Ability to anticipate business needs, balance multiple projects, and collaborate with stakeholders.

Education and Credentials

• Bachelor's degree required.
• Graduate degree preferred.
• Series 65 must be obtained within 60 days of the hire date.
• CFP certification preferred.

Compensation

• Base salary range is $151,000 to $189,000.
• Additional compensation may include individual and company bonuses and a retirement contribution.

Benefits and Culture

• The employer describes a culture focused on belonging, integrity, client focus, diverse perspectives, long-term thinking, and community.
• Benefits include health coverage, time away, professional development resources, and flexible work options.