Private Client Relationship Manager

Capital Group • San Francisco, CA

4d

About The Position

The Private Client Relationship Manager role is responsible for the day-to-day management of the advisor’s practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion. This Associate will provide subject matter expertise in various areas to offer solutions to complex client matters. Additionally, this role will provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, facilitate, and advance client servicing, prospecting, and sales efforts for the practice(s) they support.

Requirements

• You have a bachelor’s degree. (required)
• You have a Series 65 or must obtain within 9 months of hire date.
• You demonstrate initiative to anticipate client needs and identify sales opportunities.
• You demonstrate ability to plan process and work for a group or team to ensure work is completed in a timely manner and anticipate implications of decisions made and downstream impact.
• You demonstrate initiative by identifying and recommending solutions on complex and broad matters.
• You demonstrate ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives.
• You demonstrate sound judgment in resolving matters of high complexity.
• You demonstrate effective and professional service orientation and build appropriate rapport with internal and external contacts.
• You demonstrate ability to instill trust through self-confident interactions and in-depth financial and business acumen.
• You demonstrate ability to influence groups and/or more senior associates.
• You demonstrate learning agility and intellectual curiosity in areas of high complexity, ambiguity, and diversity.
• You demonstrate initiative by identifying issues and recommending solutions on complex and broad matters.
• You consistently demonstrate the ability to evaluate and appropriately address privacy and confidentiality concerns when dealing with others (or associates outside the department or group).
• You demonstrate ability to effectively plan and manage the work of others.
• You demonstrate the ability to identify, assess, respond to, and escalate risks or potential risks encountered through day-to-day activities.
• You demonstrate effective written, and oral communication skills with a diverse group of associates, senior business leaders and a diverse group of individuals outside the organization.
• You demonstrate ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives.
• You demonstrate the ability to lead and manage projects within the team.
• You demonstrate in-depth knowledge of financial services and exhibit knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area.

Nice To Haves

• Graduate degree preferred.
• CFP® preferred.

Responsibilities

• Delivers impeccable service to clients, prospects, and centers of influence; ensures service plan is established and achieved.
• Establishes team’s efficient and consistent operating norms, commitments, role clarity, communication protocols, organizational methods, and succession/contingency planning.
• Identify and drive opportunities for process improvement.
• Designs and executes the value proposition for the practice, including the ideal client and target market.
• Co-builds and executes an actionable Business Plan to drive growth in the target market with Private Wealth Advisor (PWA); leverage data to track and report on the team’s progress towards sales and service goals and KPIs.
• Partners with Marketing to uncover prospective client opportunities, organize and follow-up with leads (e.g., digital lead generation).
• Reviews practice metrics (for efficiency and measurement of sales success).
• Proactively manages client relationships including existing clients, prospects and COIs.
• Anticipates, executes, and prioritizes activities from prospects, centers of influence, and clients to ensure successful execution.
• Manages regular practice meetings to discuss health of the business and progress to goals, including business planning retreats, including pipeline management.
• Acts as the connection between PWA, CSA and partners, ensuring open communication and aligned priorities.
• In partnership with the PWAs, facilitates exercises that deepen trust and synergy across the team.
• Drives efficient execution of tasks across the organization.
• Prepares and delivers local Wealth Strategy Analyses.
• Curates and delivers asset allocation recommendations to PWA, clients and prospects.
• Participates in or leads projects related to practice priorities.

Benefits

• competitive salary
• bonuses and benefits
• company-funded retirement contribution
• generous time-away and health benefits from day one, with the opportunity for flexible work options
• 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones
• individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees