Relationship Manager (West Financial Services)

Atlantic Union Bank • McLean, VA

292d • $103,046 - $171,947

About The Position

The Relationship Manager (RM) role requires strong financial planning, analytical and business development skills. The RM manages a team of professionals that provides client guidance on investment policy, portfolio allocation, security selection and implementation, and all financial planning issues such as goal identification, cash flow and wealth transfer strategies, charitable efforts, real estate activities, and legacy matters. The Relationship Manager manages, maintains and deepens relationships with the team's clients to achieve consistent client service, develops new business and promotes growth and profitability of the firm.

Requirements

• A bachelor's degree or higher in finance or related field.
• A CFP®, CFA, CPA, or JD designation.
• Thorough knowledge of stocks, mutual funds, U.S. Treasuries, agencies and municipal bonds.
• A minimum of five years work related experience, including experience in financial planning principles, equity and fixed income investments.
• Excellent analytical ability and problem solving skills.
• Good judgement and personal integrity.
• Extensive internal and external contacts at all levels involving a high degree of diplomacy, tact, judgment, timing and persuasion.
• Strong organizational skills.
• Ability to communicate complex information from diverse sources in an organized manner.
• Ability to write statements of broad policy.
• Ability to make effective presentations of proposals and recommendations before internal and external audiences at all levels.
• High level problem-solving skills.
• Proficient computer skills including the Microsoft Office suite (Word, PowerPoint, Excel, Outlook) and other platforms.

Responsibilities

• As the primary point of contact, the RM is responsible for ongoing client communication and investment reviews.
• Supervises implementation of the investment strategy as outlined in the Investment Policy Guidelines and provides financial planning advice on an ongoing basis.
• Cultivates and maintains relationships with numerous sources of new business, including company officials, attorneys, accountants, and other centers of influence.
• Meets with prospects to explain company services.
• Prepares and delivers proposals to prospective clients.
• Maintains prospect tracking system and participates and supports development of the WFS marketing program.
• Assists in the development of company short and long-term investment policies and strategies based on management investment philosophy and client investment objectives.
• Keeps informed of developments in the security markets.
• Participates in Investment Committee meetings and decisions as well as contributes to Daily Strategy meetings.
• Provides routine coaching, training and assistance to staff to develop knowledge, skills and abilities to maximize performance and potential.
• Assists in performance reviews and with SEC compliance reporting requirements, as directed.

Benefits

• Eligible to participate in an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program.
• Comprehensive benefits package.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree