Sr. Relationship Manager

  • Location: St. Petersbrug, Florida
  • Type: Direct Hire
  • Job #9457

Summary of the position:
Senior Relationship Manager. The Sr Relationship Manager is a member of the Client Service organization that includes approximately 6 RM’s in our downtown St. Petersburg office. The Senior Relationship Manager works with Advisors to support the day-to-day needs of our clients.

Responsibilities:
This position will support a team of Financial Advisors who provide financial plans for our clients that enable them to achieve their retirement goals. Responsibilities to include but not limited to:
• Processing of client and advisor requests including new accounts, transfer of assets, money movements, meeting scheduling and preparation
• Supporting advisors by anticipating client needs and enabling advisors to maximize their daily activities
• Providing excellent client service by performing tasks timely, accurately and with clear follow up with the client
• Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications
• Using problem solving skills to create solutions for clients and advisors
• Coordinating with our custodians and internal team members to follow up on and execute operational items in a timely manner
• Monitoring and resolving daily time sensitive activities
• Utilizing internal contact management system (Salesforce) for documentation of client data and tasks
• Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the client

Preferred Skills/Experience:
• 10+ years experience in the Wealth Management industry in a similar role
• RIA preferred, however big brokerage firm experience is acceptable as well
• Management experience/leadership skills a positive
• Ability to learn and become proficient in a fast paced, process-driven environment
• Strong oral and written communication with a professional demeanor
• Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite
• Experience working daily with a workflow technology system (Salesforce)
• Experience with Fidelity a positive
• Prior experience with Salesforce and Black Diamond
• Bachelor's degree preferred

Competencies:
• Attention to detail and organizational skills
• Ability to handle multiple priorities and requests from advisors and clients
• Persistence in follow up to accomplish objectives
• Positive frame of mind with a resilient attitude

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