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Private Wealth Senior Relationship Manager

Boston, Massachusetts

Job Description:

The Senior Relationship Manager supports the Financial Advisor Team to further develop and enhance existing client relationships. Promotes growth and acquisition through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with portfolio managers, product specialists and/or relevant team members to coordinate all sales and service activities. Serves as lead owner and relationship manager for medium-sized to complex accounts; develop and implement the team’s client service model; ensures deepening of client relationships by maintaining a thorough knowledge of Wealth Management and Enterprise lending, banking, and investment products and services, and firm policies and procedures.

Role Responsibilities

Act as a primary point of contact to clients seeking a personalized high-touch relationship
Document client interactions and provide team with time sensitive updates
Develop, monitor, and execute on team service model
Conduct introductory client meetings
Engage FAs, specialists/partners to address client's needs
Serve as lead owner and relationship manager for a group of clients
Identify and own the process for client review meetings
Host 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 the management and facilitation process of elevated client issues/concerns
Organize and facilitate client appreciation events

Qualification

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
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority to effectively partner with all EGP roles, product specialists and across enterprise
Proven ability to build and deepen client relationships to identify opportunities for business growth
Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
Advanced knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and make sound decisions
Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals
Ability to independently research escalated client issues for response/resolution
LOS 5+ years or relevant industry experience

Job Band:

H5

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

The Senior Relationship Manager supports the Financial Advisor Team to further develop and enhance existing client relationships. Promotes growth and acquisition through frequent client meetings and discussions covering investment strategy, account performance, new products, and market developments. Works closely with portfolio managers, product specialists and/or relevant team members to coordinate all sales and service activities. Serves as lead owner and relationship manager for medium-sized to complex accounts; develop and implement the team’s client service model; ensures deepening of client relationships by maintaining a thorough knowledge of Wealth Management and Enterprise lending, banking, and investment products and services, and firm policies and procedures.

Role Responsibilities

Act as a primary point of contact to clients seeking a personalized high-touch relationship
Document client interactions and provide team with time sensitive updates
Develop, monitor, and execute on team service model
Conduct introductory client meetings
Engage FAs, specialists/partners to address client's needs
Serve as lead owner and relationship manager for a group of clients
Identify and own the process for client review meetings
Host 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 the management and facilitation process of elevated client issues/concerns
Organize and facilitate client appreciation events

Qualification

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
Possess and demonstrate strong communication skills
Ability to lead through collaboration and influence without direct authority to effectively partner with all EGP roles, product specialists and across enterprise
Proven ability to build and deepen client relationships to identify opportunities for business growth
Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
Advanced knowledge and understanding of the suite of Wealth Management products and services
Proven ability to manage risk and make sound decisions
Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals
Ability to independently research escalated client issues for response/resolution
LOS 5+ years or relevant industry experience

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22086628

Band: H5

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Keon Bryant [C]

Referral Bonus:

0

Street Address

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