Senior Relationship Manager

This Forbes Top 100 nationally ranked investment advisory firm with over 4.7B in AUM is growing! As the firm rapidly expands, they have some amazing career opportunities for self-motivated, team-oriented professionals.

They specialize in providing sophisticated financial planning and investment advice to high-net-worth families and love what they do. The firm has received numerous awards and they are regularly featured in Forbes, Barron’s, CNBC, and other top media outlets. They have also been named a Best Place to Work by Los Angeles Business Journal, Investment News, and Inc. multiple years in a row.

They are currently searching for a qualified candidate to join their team as a Senior Relationship Manager based in the Los Angeles office. There is flexibility for remote applicants with the expectation of occasional travel to Los Angeles Headquarters. Successful candidates for this position will have a demonstrated track record of educational and professional achievement, and strong people skills. CFP Designation highly preferred and must feel comfortable working with ultra HNW clientele upwards of $5M in AUM. Market compensation plus Equity.

CFP certification is strongly preferred. Flexible on comp.

Senior level CRM, sophisticated, 6+ years. The role doesn't need a book and BD is NOT a focus for this role. It’s strictly relationship management of existing clients, but BD experience is always a plus.

Job Responsibilities

• Responsible for a dedicated set of 60-70 client relationships within the Top Producing Team ($1.5B), most of which are in the UHNW category.
• Ability to bring over/bring in their own clients to manage directly and be compensated directly on these self-sourced clients, preferred but not required.
• The Senior Relationship Manager position has the opportunity to transition in the future to a stand-alone growth advisor role with the potential of ~$100MM in client AUM to get started.
• Identify and document each client’s unique goals and objectives.
• Evaluate, implement, and manage investment solutions to meet client goals and objectives.
• Prepare and deliver appropriate financial planning for each client.
• Coordinate with other company resources and clients outside advisors, including CPA and attorneys, to facilitate a client’s holistic wealth plan.
• Conduct quarterly client meetings to review and present quarterly investment results, evaluate new opportunities, and adjust client objectives.
• Manage existing referral relationships to source new clients.
• Partner with business development officers to close and on-board new clients.
• Flexibility for remote applicants with the expectation of occasional travel to Los Angeles Headquarters and client meetings.

Education/Experience

• Bachelor’s degree or higher.
• CFP designation is strongly preferred.
• Minimum 6 years' experience in a financial advisory role with demonstrated ability to retain and manager client relationships.

Competencies

• Financial planning/wealth management acumen, judgement, and experience.
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook.
• Proficiency in financial planning software, ideally eMoney.
• Excellent communication, listening, and relationship building skills.
• Proactive, self-motivated approach.