Relationship Manager - Advanced Branch Support
About The Position
The Relationship Manager on the Advanced Branch Support team provides elevated, concierge-style support to top-producing branch teams. The role builds and maintains trusting relationships, serving as a dedicated partner and providing strategic and operational support for complex initiatives. The Relationship Manager delivers advanced service, uses knowledge across different areas to solve problems, and communicates effectively about complex issues and pain points. The role identifies opportunities to add value and improve capacity, anticipates client and advisor needs, and resolves requests with urgency and accuracy. It also develops stakeholder relationships, supports process improvements and firmwide initiatives, and contributes to ongoing team learning and development. Some travel is necessary for branch visits and meetings. Candidates who live within a commutable distance of the Tempe, Arizona, or St. Louis, Missouri, home offices are expected to work in the office four days per week.
Requirements
- Proficiency in Microsoft Office 365, including Word, Excel, PowerPoint, Outlook, and Teams.
- Bachelor's degree in business or a related field, or equivalent work experience.
- 5+ years of experience in financial services, client support, private banking, or wealth management is preferred.
Nice To Haves
- Series 7 and 66 licenses.
- Previous concierge or High Net Worth/Top Practice support experience.
Responsibilities
- Deliver advanced service, using knowledge across different areas to solve problems and provide thorough solutions and alternatives.
- Identify complex issues and pain points, communicate clearly, and influence positive business results.
- Provide innovative solutions by identifying additional value and capacity-add services, and partner confidently with Financial Advisors and branch staff.
- Anticipate client and advisor needs, identify opportunities to create efficiencies, and resolve requests with urgency and accuracy.
- Establish, own, and maintain deeper relationships with top branch teams, including attending branch meetings; some travel is necessary for branch visits.
- Build and maintain stakeholder relationships to improve departmental effectiveness by identifying process changes, improvements, and enhancements, and supporting team, department, and firmwide initiatives.
- Continue learning and development through department emails, helping organize and lead team and department meetings, and continuing education sessions relevant to top branch teams.
Benefits
- Medical and prescription drug coverage
- Dental insurance
- Vision insurance
- Voluntary benefits, including accident, hospital indemnity, and critical illness coverage
- Short- and long-term disability coverage
- Basic life and basic AD&D coverage
- 401(k) retirement plan
- Health savings account
- Flexible spending account
- Ten paid holidays
- 15 days of vacation for new associates beginning January 1 each year
- Sick time and personal days
- Paid day for volunteerism
- Associates may be eligible for bonuses and profit sharing
- Employee Assistance Program
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What This Job Offers
Job Type
Full-time
