Senior Relationship Manager – Egp – FP

Senior Relationship Manager – Egp – FP

Requirements

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration; ADV-2B Required
• 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 Elite Growth Program (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
• Minimum of five years of experience performing specialist/analyst level responsibilities or equivalent industry experience​

Responsibilities

• Manages the tracking of all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
• Oversees client review meetings to ensure deepening of client relationships by maintaining a thorough knowledge of wealth management and Enterprise lending
• Executes on the team service model, including engaging with specialists/partners to address client’s needs
• Manages aspects of the client relationship process, including client onboarding and resolving escalations
• Partners with the Financial Advisor (FA) team and/or Senior Business Managers in developing and monitoring the team’s client book segmentation strategy
• Works with Portfolio Managers, Product Specialists, Wealth Planners, and/or Investment Management Specialists to support sales and servicing activities in partnership with FAs

Preferred Qualifications

• Account Management
• Business Acumen
• Client Experience Branding
• Client Management
• Business Development
• Client Solutions Advisory
• Portfolio Management
• Referral Management
• Relationship Building
• Administrative Services
• Client Investments Management
• Customer Service Management
• Process Simplification
• Referral Identification