Field Relationship Manager
Wealth Management This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $150,000 - $175,000 per year A bit about us: We are a national organization that is expanding out footprint in the wealth management space and looking for talented folks. Why join us? Opportunity to chart your own course Entreprenurial spirit Base bonus stock Full benefits Job Details Job Details: We are seeking a dynamic and highly motivated Permanent Field Relationship Manager to join our Accounting Finance team. This is a unique opportunity to play a key role in a fast-paced, innovative environment where you will be responsible for managing and enhancing business relationships with our clients. The ideal candidate will have a strong background in the Accounting Finance industry, with a focus on Registered Investment Advisors (RIA). This role requires a minimum of 5 years of experience in a similar capacity. Responsibilities: 1. Serve as the primary contact for all client relationship matters, fostering long-term relationships and ensuring client satisfaction. 2. Develop a deep understanding of the client's business and provide strategic guidance based on industry knowledge and expertise. 3. Collaborate with internal teams to ensure client needs are met and potential issues are addressed proactively. 4. Conduct regular client meetings and reviews to discuss their account, address any issues or concerns, and identify opportunities for additional services. 5. Maintain up-to-date knowledge of industry trends, developments, and regulatory changes that may impact the client's business. 6. Provide regular reports to senior management on client relationships, including feedback, concerns, and opportunities for growth. 7. Participate in the development and execution of strategic initiatives to drive business growth and enhance client relationships. 8. Implement and promote the use of CRM systems for effective client relationship management. 9. Provide input into the development of new products and services based on client needs and industry trends. Qualifications: 1. Bachelor’s degree in Accounting, Finance, or related field. An MBA or equivalent is preferred. 2. Minimum of 5 years of experience in the Accounting Finance industry, with a focus on Registered Investment Advisors (RIA). 3. Proven track record of managing and enhancing client relationships. 4. Strong understanding of the RIA market, including industry trends, regulatory environment, and key business drivers. 5. Exceptional interpersonal and communication skills, with the ability to engage and influence at all levels of the organization. 6. Strong strategic thinking and problem-solving skills, with the ability to anticipate and navigate complex business situations. 7. Proficient in the use of CRM systems for client relationship management. 8. Ability to travel as needed to meet with clients and attend industry events. 9. Self-motivated and results-oriented, with a commitment to delivering high-quality service to clients. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
