Relationship Manager

🕒 il y a 2 mois

🐊 Florida – Distant

🐊 Florida – Remote

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💰 Responsable de comptes

👻 Score fantôme 48%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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Manning & Napier

Site WebLinkedInTous les Emplois

201 - 500 employés

💼 Conseil

💸 Finance

Consulting • Finance

Manning & Napier propose une large gamme de solutions d'investissement à travers des comptes gérés de manière distincte, des fonds communs de placement et des fonds communs de placement collectif, ainsi que divers services de consultation qui complètent notre processus d'investissement.

Description

• Serve as the primary point of contact for clients, overseeing and enhancing their end-to-end experience across inbound interactions • Build knowledge of firm service offerings, financial planning capabilities, investment products, market dynamics, and industry trends • Collaborate with Financial Consultants in client meetings via telephone, video conference, and in-person interactions • Oversee complex client communications and timely responses to service inquiries and customized reporting • Provide broad financial planning support, including helping generate baseline financial plans • Initiate new account paperwork and client directives, oversee onboarding and investment objective updates, and drive cross-functional completion of required criteria • Coordinate with Wealth Management Associates to ensure accurate and complete client documentation • Facilitate preparation of client meeting materials • Address and resolve client concerns, escalating complex or unresolved issues to management • Coordinate client and prospect meetings and manage advisory-team calendars • Collaborate with Marketing partners and internal team members on targeted outreach and campaign initiatives • Plan and participate in strategic prospecting initiatives to support pipeline growth and cultivate warm leads • Use firm sales and service technologies, digital marketing, client service, and financial planning tools to support growth and engagement • Coordinate RFP reviews and response development with the Portfolio Strategies Group

🎯 Exigences

• Bachelor’s degree, with a concentration in Finance, Business, Economics, or Pre-law preferred • 3+ years of related experience with an RIA, trust company, bank, brokerage, or financial planning firm preferred • Prior direct client relationship or sales experience preferred • Series 7 and 66 required, or targeted within first year of employment • Flexibility to travel and work outside normal business hours to accommodate client schedules • Experience with Envestnet, Salesforce, and Charles Schwab preferred • Passion for serving clients and providing an exceptional experience with a fiduciary duty of care • Excellent written and verbal communication skills, with the ability to succinctly summarize complex information • Ability to manage multiple priorities simultaneously while maintaining accuracy and close attention to detail • Strong commitment to achieving goals, urgency, and follow-through • Initiative to address challenges and solve problems proactively

🏖️ Avantages

• Health, dental & vision insurance • Employer HSA contribution • Opt out credit • 401k employer match • Paid volunteer days • Gym reimbursement

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