Associate Relationship Manager

Balentine•Atlanta, GA

9h•Onsite

About The Position

Balentine is seeking an Associate Relationship Manager (ARM) to work closely with the Relationship Management team. The ARM will support and collaborate with Relationship Managers to provide a first-class experience to existing and prospective clients, holding direct client responsibility. This role requires maintaining and cultivating strong networks with various functional teams within the firm, as well as with existing and prospective client spheres of influence. The ideal candidate will have demonstrated experience in investment management, be a self-starter with a proactive mentality and a growth mindset, highly professional, and possess excellent communication skills. Balentine is an entrepreneurial organization with a successful track record of delivering consistent long-term investment returns, achieved by demanding expectations. There is an opportunity to thrive within the ARM role or on a defined trajectory to becoming a Relationship Manager. Balentine LLC is a boutique wealth management firm with $8B of Assets Under Advisement and growing. The firm is built on integrity and a commitment to provide a fiduciary standard of care, attracting a world-class team of driven and dedicated individuals. Balentine prioritizes its clients and employees, fostering a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning.

Requirements

Bachelor’s degree
5+ years of experience in investment management or portfolio construction
3+ years of client-facing experience
Willingness to achieve CFP or other industry certification
Ability to interpret financial data, monitor portfolios, and recommend investment strategies aligned with client goals
Technologically savvy and proficient
Superior Excel skills
Experience with similar program types (to eMoney, Addepar, RedBlack, Box, Salesforce, and NetX360)

Nice To Haves

Proficiency with eMoney, Addepar, RedBlack, Box, Salesforce, and NetX360 strongly preferred

Responsibilities

Lead and manage the preparation for all client meetings.
Attend client meetings, prepare meeting summaries, and oversee follow-up correspondence and next steps for clients.
Initiate pre-meeting huddles for client and prospect meetings, including collaboration with members of other teams within the firm to deliver tailored client-facing reports and presentations.
Collaborate with the Administrative Associate, Reporting Team, and IST Portfolio Analyst to review and verify client performance reports.
Perform and supervise data entry for eMoney financial plans, balance sheets, and other client forms for prospects and clients.
Review Holistiplan reports and communicate recommendations to clients.
Create and review Implementation Plans to ensure the strategy and model align with client goals.
Assist in developing estate plan recommendations.
Utilize Riskalyze with clients and prospects to understand clients’ risk comfort.
Serve as the liaison between the Relationship Manager(s), Relationship Associate(s), and Administrative Associate(s) in connection with the daily management of clients.
Monitor portfolios to review and recommend asset allocation to maintain strategies based on client goals.
Provide proactive tax-related support, working closely with clients' CPAs to ensure timely and accurate tax data sharing.
Serve as investment team liaison. Provide suggestions for clients to participate in Private Capital.