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Private Wealth Relationship Manager

Boston, Massachusetts

Job Description:

The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships.  He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs.  Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model.

Role Responsibilities

  • Serve as primary contact in performing a wide range of financial planning duties for both new and existing clients, including: retirement modeling, risk management/insurance analysis, educational modeling, reviews of estate planning documents, reviews of tax situation and other applicable financial planning topics. Work closely with other members of the planning team to collect and analyze data.
  • Coordinate all aspects of client plan presentations, including ensuring that all research and data gathering is complete, and presentation materials are prepared in a timely fashion
  • Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest  level of client service
  • Lead client meetings and present comprehensive financial plans and current and recommended investment strategies
  • Work within a defined system where client contact is made on a scheduled, proactive basis
  • Identify and own the client onboarding process
  • Document client interactions and provide team with time sensitive updates
  • Execute on team service model
  • Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
  • Engage specialists/partners to address client's needs
  • Identify and own the client off boarding process
  • Maintain current on financial and economic trends in order to provide strategic advice on investment strategies and products and implement recommendations
  • Review investment and trading issues, as needed
  • Monitor and report on client satisfaction and manage the resolution of client escalations

Qualifications

  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s)  If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
  • SAFE ACT Registration; ADV-2B Required
  • Obtain and/or maintain at least one firm approved designation
  • Strong leadership abilities, communication and delegation skills
  • Understanding of how to deliver a strong overall client experience
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements, and policies/procedures
  • Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk
  • Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships.  He or she will spend the majority of time on relationship management activities, acting as a key point of contact for clients on any non-administrative requests/needs.  Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition. Engage portfolio managers, product specialists and/or relevant team members to support the coordination of all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team’s client service model.

Role Responsibilities

  • Serve as primary contact in performing a wide range of financial planning duties for both new and existing clients, including: retirement modeling, risk management/insurance analysis, educational modeling, reviews of estate planning documents, reviews of tax situation and other applicable financial planning topics. Work closely with other members of the planning team to collect and analyze data.
  • Coordinate all aspects of client plan presentations, including ensuring that all research and data gathering is complete, and presentation materials are prepared in a timely fashion
  • Attend client review meetings to assist in re-discovery conversations, capture notes and follow up in Sales Force, and track all actions/activities to ensure highest  level of client service
  • Lead client meetings and present comprehensive financial plans and current and recommended investment strategies
  • Work within a defined system where client contact is made on a scheduled, proactive basis
  • Identify and own the client onboarding process
  • Document client interactions and provide team with time sensitive updates
  • Execute on team service model
  • Assist the Financial Advisor Team and/or Senior Business Manager in developing, and monitoring the team's client book segmentation strategy
  • Engage specialists/partners to address client's needs
  • Identify and own the client off boarding process
  • Maintain current on financial and economic trends in order to provide strategic advice on investment strategies and products and implement recommendations
  • Review investment and trading issues, as needed
  • Monitor and report on client satisfaction and manage the resolution of client escalations

Qualifications

  • Series 7, 63/65 or 66 or equivalent; must obtain all state registrations in support of Financial Advisor(s) and Advisor Team(s)  If Series 7, 63/65 or 66 or equivalent are not currently held, must be obtained within a specified timeframe to be eligible for Specialist position.
  • SAFE ACT Registration; ADV-2B Required
  • Obtain and/or maintain at least one firm approved designation
  • Strong leadership abilities, communication and delegation skills
  • Understanding of how to deliver a strong overall client experience
  • Thorough knowledge and understanding of the suite of Wealth Management products and services
  • Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements, and policies/procedures
  • Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk
  • Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22044876

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Georgina Class-Peters [C]

Referral Bonus:

0

Street Address

Primary Location:
100 Federal St, MA, Boston, 02110