Relationship Manager – Servicing Advisor

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🕒 Abril 8

🍂 Massachusetts – Remoto

🍂 Massachusetts – Remote

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

💰 Gerente de Contas

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Father Gabriel Richard High School - Ann Arbor, Michigan

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 1868

📚 Educação

🤝 Sem Fins Lucrativos

🌍 Impacto Social

Education • Non-profit • Social Impact

A Father Gabriel Richard High School é uma autêntica comunidade escolar católica localizada em Ann Arbor, Michigan. A instituição promove o crescimento através de uma formação intencional da fé e educação baseada em ideais cristãos, visando desenvolver os alunos intelectual, espiritual e pessoalmente. Com mais de 150 anos de história, a FGR enfatiza a excelência acadêmica, a criatividade e o espírito esportivo, oferecendo uma gama de programas em literatura, matemática, ciências e artes, juntamente com várias atividades extracurriculares.

Descrição

• Serve as primary point of contact for 100–125 affluent households — service requests, account updates, money movement, and day-to-day questions • Deliver comprehensive financial planning across retirement, tax, estate, equity compensation, and goal-based strategies • Own the full client meeting cycle — prep, attendance, notes, and all follow-up • Build relationships deep enough that clients come to you first • Prepare planning analyses, portfolio reviews, and scenario modeling (Roth conversions, distribution strategies) for advisor review • Maintain meticulous CRM records and workflows across Farther's platform and planning software • Coordinate with Farther's centralized ops and investment teams for trade execution and compliance support • Use AI tools and Farther's platform to work efficiently and scale service quality

🎯 Requisitos

• CFP® certification with 10+ years of financial planning experience • Direct client-facing experience — you've owned relationships, not just supported them • Strong planning knowledge across retirement, tax, estate, and equity compensation • Proficiency with eMoney and/or RightCapital • Active AI tool user — not just open to it, actually doing it • Exceptional follow-through — nothing slips • Clear communicator who builds genuine client trust • Series 65 (or equivalent); clean U4

🏖️ Benefícios

• Competitive comp package that rewards impact • Work alongside some of the brightest minds in fintech • Ground-floor opportunity at a fast-scaling startup • Chart your own growth path as we expand • Full health benefits + 401(k) matching & Roth IRA options • Unlimited PTO