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Dynasty Financial Partners · 1 month ago

Relationship Manager

Atlanta, GA

Full-time

Onsite

Mid, Senior Level

Dynasty Financial Partners is seeking a Relationship Manager to join their Relationship Management Team. The role involves managing client relationships, providing strategic coaching, and ensuring project management for various initiatives within client firms. The position requires strong communication skills and the ability to travel for face-to-face meetings with clients.

AdviceConsultingFinanceFinancial ServicesWealth Management

Responsibilities

Ensure clients of Dynasty receive prompt responses to inquiries

Problem solve a variety of situations using creative thinking

Act as an outsourced chief operating officer (OCOO), so that principals of the business can maintain focus on growth

Work with principals of the firms to design and implement business plans

Assist with evaluation of RIA’s internal teams

Provide on-going feedback around the firm’s business model with a specific focus around client development

Be able to coordinate multiple parties to work towards clear goals and hurdles

Collect information from multiple parties and provide clear communication back to the client and senior management

Prior experience in handling a wealth management firm’s transition onto a new technology solution/platform, or a transition of an actual advisor team to a new firm

Responsible for reporting back to senior leadership on progress within the relationship and identify any issues

Members of the Relationship Management Team expect to travel most weeks, as we do believe in building relationships through face-to-face meetings

Qualification

Financial analysisM&ACorporate strategyProject managementWealth managementManagement consultingExcel skillsPowerPoint skillsCommunication skillsOrganizational skillsDetail orientedTeam collaborationPresentation skillsCritical thinkingInitiative

Required

Bachelor's Degree in Business Administration, Finance, Economics, or related field required

Understanding of financial analysis, valuation methodologies, and deal structuring

Strong attention to detail and ability to handle and process complex information accurately

Strong communication skills (both oral and written) and interpersonal skills

Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines

Detail oriented and thorough in completing projects/tasks

Must be able to partner, collaborate and work in a team environment

Preferred

Experience in corporate development, investment banking, private equity, or strategic consulting roles with a focus on M&A and corporate strategy, preferred

The most important factor is being able to be a self-starter and take the initiative on projects

Good presentation and public speaking skills

Strong communication and interpersonal service skills

Excellent writing, presentation, and organizational skills

Intellectual curiosity and critical thinking skills

Must have initiative and ability to complete tasks with minimal supervision

An interest in working in a team environment with a willingness to pitch in where needed

Excellent Powerpoint and Excel skills

Experience in one or more of the following career paths will definitely be a plus: Wealth Management, Practice Management, Management Consulting