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About the position
The Wealth Client Relationship Management job supervises professional level employees and partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Delivery Manager to contribute advice to clients as well as recommend value-added products and services. In addition, as a people manager, this job sets goals and objectives for team members and provides oversight and feedback to ensure that team members are delivering high quality service to clients.
Responsibilities
- Develops and implements strategic and tactical plans with strong considerations to client challenges.
- Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
- Reviews client information, including financial statements, risk investment profile and cash availability.
- Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
- Grows book of business through identifying value-added products and services for clients and develops additional business through referrals.
- Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
- Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems.
- Manages performance of team through regular, timely feedback as well as the formal performance review process to ensure delivery of exceptional products and engagement, motivation, and development of team.
Requirements
- University (Degree) Preferred
- 5+ Years Required; 7+ Years Preferred
- FINRA Registrations: Series 7; Series 63; Series 65; Series 66; Series 24
Benefits
- Comprehensive Total Rewards package
- Superior retirement program
- Highly competitive health, wellness and work life offerings
