19 Senior Relationship Manager Jobs in Traverse, MI
RWA Wealth Partners LLC is Hiring a Senior Relationship Manager Near Traverse, MI
As your wealth grows so does the complexity of managing it. Your advisor and team of professionals are in lock step with your goals and the future you seek. Our process is designed to help preserve and enhance the wealth and well-being of your family so you can forge ahead more confidently.
Role OverviewThe ideal candidate will have a well-developed understanding of the wealth management industry and have a passion for ongoing relationship management and client engagement. The Senior Relationship Manager will provide support to a Financial Adviser(s) in all aspects of relationship management including financial plan creation & delivery, driving client loyalty, managing escalations, and client retention.
The relationship management team sets the industry standard for unparalleled financial planning expertise, innovation, and excellent client experiences.
Responsibilities
- Serve as primary contact for specific subset of clients and engage in regular financial plan creation and delivery.
- Assist clients with tax planning, and analysis in areas including insurance, equity compensation, and Social Security.
- Assists in contributing to our culture of knowledge sharing and best practice creation.
- Partner with the Financial Adviser during the client onboarding experience, including participation in client meetings.
- Identify opportunities for relationship enhancement. Anticipate client needs, recognize challenges, and provide swift, efficient solutions.
- Retain and demonstrate our value through understanding our investment platform, having a deep understanding and utilization of our financial planning tools, and utilizing the wealth services (estate planning review and tax preparation) offered by the firm.
- Bachelor’s Degree, Series 65 license, and the CFP® designation (or actively pursuing).
- 4 years’ experience working directly with clients.
- Excellent customer service, communication, emotional intelligence, writing and interpersonal skills.
- Excellent in-person and video call (e.g., Zoom) presentation skills.
- Strong computer skills and proficiency in eMoney preferred or other financial planning software, Holistiplan, Excel, PowerPoint, Word, Salesforce
- Notable attention to detail, decision making skills, analytical prowess, and self-initiated follow through.
RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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Job Summary
Full Time
$100k-134k (estimate)
06/03/2024
07/26/2024
The job skills required for Senior Relationship Manager include Relationship Management, Analysis, Decision Making, Customer Service, Presentation, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Senior Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Senior Relationship Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Senior Relationship Manager positions, which can be used as a reference in future career path planning. As a Senior Relationship Manager, it can be promoted into senior positions as a SB Financial Services Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Relationship Manager. You can explore the career advancement for a Senior Relationship Manager below and select your interested title to get hiring information.
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