Position Title: Senior Relationship Manager
Department: Wealth Management – Sales
Location: Newton, MA—Full-time/Hybrid
Adviser Investments offers a flexible, highly collaborative and positive work environment—sharing knowledge with colleagues, working across departments, collective problem-solving and celebrating individual and team successes. We offer the opportunity to advance your career at a company that combines the stability of an established business with the fast-paced entrepreneurism of a growing firm.
The ideal candidate will have a well-developed understanding of the wealth management industry and have a passion for ongoing relationship management and client engagement. The Senior Relationship Manager will provide support to a Financial Adviser(s) in all aspects of relationship management including driving client loyalty, managing escalations, and client retention.
Principal Responsibilities:
- Serve as primary contact for specific subset of clients and engage in regular portfolio reviews and communication to deliver a holistic wealth management experience.
- Partner with the Financial Adviser during the client onboarding experience.
- Identify opportunities for relationship enhancement. Anticipate client needs, recognize challenges, and provide swift, efficient solutions.
- Retain and demonstrate our value through understanding our portfolios, leveraging the research/portfolio management team, and utilizing wealth services (financial planning, estate planning review and tax preparation) offered by the firm.
Success Metrics
- Additional assets under management brought on by the specific book of business through promotion of all services offered by Adviser Investments and understanding a full understanding of the clients’ goals and financial picture.
This position requires:
- Bachelor’s Degree, Series 65 license, and the CFP® designation (or actively pursuing)
- 4+ years’ experience working directly with clients
- Excellent customer service, communication, emotional intelligence, writing and interpersonal skills
- Excellent in-person and video call (e.g., Zoom) presentation skills
- Strong computer skills and proficiency in eMoney, Excel, PowerPoint, Word, Salesforce
- Notable attention to detail, decision making skills, analytical prowess and self-initiated follow through
Miscellaneous
- Hybrid work environment requires covid vaccinations
Because of the dynamic nature of the financial services industry and the entrepreneurial nature of our company, this document is not intended to cover or contain a comprehensive list of activities, duties, responsibilities, or requirements. These may change at any time as our business evolves and grows, and modification to duties may be made by management at any time.
To apply, email resume to dmastroianni@adviserinvestments.com