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Modern Wealth Management · 2 weeks ago

RELATIONSHIP MANAGER

Campbell, CA

Full-time

Onsite

Mid Level

$90K/yr - $120K/yr

Modern Wealth Management is a company focused on supporting financial advisors. The Relationship Manager plays a key role in managing operational tasks, client onboarding, and maintaining strong client relationships to enhance the advisors' capacity for financial planning and relationship-building.

FinanceFinancial ServicesManagement ConsultingWealth Management

Responsibilities

Assist financial advisors by handling administrative tasks, coordinating client communications, and managing client accounts to allow advisors to focus on strategic relationship-building and financial planning

Take ownership of day-to-day operational tasks such as processing account transactions, coordinating portfolio updates, and resolving client service requests in a timely and accurate manner

Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure all client-related activities are executed efficiently and in line with company standards

Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery

Cultivate and maintain strong relationships with clients

Understand clients' financial goals and preferences

Identify opportunities for client growth and new business

Stay informed on financial market trends and regulatory changes

Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures

Qualification

Client relationship managementFinancial services experienceCertified Financial Planner (CFP)Data managementCommunication skillsTeam collaborationProblem-solving

Required

Bachelor's degree in finance, economics, business administration, or a related field is typically required

Previous experience in a client-facing role within the financial services industry is highly desirable, particularly in wealth management, private banking, or investment advisory

Preferred

Work towards the attainment of Certified Financial Planner (CFP) designation may be preferred

Company

Modern Wealth Management

At Modern Wealth Management, our goal is to reimagine the delivery of financial advice.

Founded in 1996

Lenexa, Kansas, USA

51-200 employees

https://barberfinancialgroup.com/

Funding

Current Stage

Growth Stage

Total Funding

unknown

2023-04-25Acquired

Leadership Team

Dean Barber

President & CEO

Mike Capelle

Cofounder & Co-CEO

Company data provided by crunchbase