Relationship Manager
$60,000–$85,000 year
On-siteBuffalo, New York, United States
Job Summary
Serve as the primary client contact, overseeing end-to-end experiences across inbound interactions and managing responses to service inquiries. Build deep knowledge of firm offerings, financial planning capabilities, and investment products while staying current on market dynamics. Collaborate with Financial Consultants for client meetings via telephone, video conference, and in-person interactions, and work with Wealth Management Associates to ensure accurate documentation of client information. Initiate new account paperwork, oversee onboarding, and facilitate materials for client meetings. Coordinate prospecting initiatives and RFP reviews to support pipeline growth. Report to the Chief Client Experience Officer and work within the Wealth Management Advisory team in Buffalo, NY.
Required Qualifications
- Bachelor's degree, with a concentration in Finance, Business, Economics, or Pre-law preferred
- 3+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm preferred
- Prior direct client relationship or sales experience preferred
- Series 7 and 66 required, or targeted within first year of employment
- Flexibility to travel and work outside of normal business hours to accommodate client schedules
- Experience with Envestnet, Salesforce, & Charles Schwab preferred
Desired Qualifications
- A passion for serving clients and providing an exceptional experience with a fiduciary duty of care
- Excellent written and verbal communication skills, with the ability to succinctly summarize complex information
- Manage multiple priorities simultaneously, maintaining accuracy and close attention to detail
- A strong commitment to achieving goals, acting with a sense of urgency, and follow-through
- Take initiative to address challenges and solve problems proactively
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