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Capital Group · 1 day ago

Private Client Relationship Manager

San Francisco, CA

Full-time

Hybrid

Mid, Senior Level

Capital Group is a company that values diversity and belonging in the workplace. The Private Client Relationship Manager role is responsible for managing the advisor’s practice, ensuring the execution of sales and service goals, and providing oversight to Client Service Associates while delivering exceptional service to clients and facilitating growth in the target market.

Financial Services

Comp. & Benefits

Responsibilities

Delivers impeccable service to clients, prospects, and centers of influence; ensures service plan is established and achieved

Establishes team’s efficient and consistent operating norms, commitments, role clarity, communication protocols, organizational methods, and succession/contingency planning. Identify and drive opportunities for process improvement

Designs and executes the value proposition for the practice, including the ideal client and target market

Co-builds and executes an actionable Business Plan to drive growth in the target market with Private Wealth Advisor (PWA); leverage data to track and report on the team’s progress towards sales and service goals and KPIs

Partners with Marketing to uncover prospective client opportunities, organize and follow-up with leads (e.g., digital lead generation)

Reviews practice metrics (for efficiency and measurement of sales success)

Proactively manages client relationships including existing clients, prospects and COIs

Anticipates, executes, and prioritizes activities from prospects, centers of influence, and clients to ensure successful execution

Manages regular practice meetings to discuss health of the business and progress to goals, including business planning retreats, including pipeline management

Acts as the connection between PWA, CSA and partners, ensuring open communication and aligned priorities

In partnership with the PWAs, facilitates exercises that deepen trust and synergy across the team

Drives efficient execution of tasks across the organization

Prepares and delivers local Wealth Strategy Analyses

Curates and delivers asset allocation recommendations to PWA, clients and prospects

Participates in or leads projects related to practice priorities

Qualification

Series 65CFP®Financial services knowledgeClient relationship managementBusiness planningProject managementLearning agilityEffective communicationCollaborationProblem-solvingInitiative

Required

You have a bachelor's degree

You have a Series 65 or must obtain within 9 months of hire date

You demonstrate initiative to anticipate client needs and identify sales opportunities

You demonstrate ability to plan process and work for a group or team to ensure work is completed in a timely manner and anticipate implications of decisions made and downstream impact

You demonstrate initiative by identifying and recommending solutions on complex and broad matters

You demonstrate ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives

You demonstrate sound judgment in resolving matters of high complexity

You demonstrate effective and professional service orientation and build appropriate rapport with internal and external contacts

You demonstrate ability to instill trust through self-confident interactions and in-depth financial and business acumen

You demonstrate ability to influence groups and/or more senior associates

You demonstrate learning agility and intellectual curiosity in areas of high complexity, ambiguity, and diversity

You demonstrate initiative by identifying issues and recommending solutions on complex and broad matters

You consistently demonstrate the ability to evaluate and appropriately address privacy and confidentiality concerns when dealing with others (or associates outside the department or group)

You demonstrate ability to effectively plan and manage the work of others

You demonstrate the ability to identify, assess, respond to, and escalate risks or potential risks encountered through day-to-day activities

You demonstrate effective written, and oral communication skills with a diverse group of associates, senior business leaders and a diverse group of individuals outside the organization

You demonstrate ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives

You demonstrate the ability to lead and manage projects within the team

You demonstrate in-depth knowledge of financial services and exhibit knowledge in current and possible future policies, practices, trends, technology and information affecting the department/business area

Preferred

Graduate degree preferred

CFP® preferred

Benefits

Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options

Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

Access on-demand professional development resources that allow you to hone existing skills and learn new ones

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.