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AssetMark · 6 days ago

Internal Relationship Manager

Charlotte, NC

Full-time

Hybrid

Mid Level

$70K/yr - $80K/yr

3+ years exp

AssetMark is a company shaping the future of financial services, and they are seeking an Internal Relationship Manager to support their RIA-focused business. The role involves partnering with Relationship Managers to enhance client integration, onboarding, and retention while developing strong relationships and collaborating with internal teams.

AdviceConsultingFinancial Services

No H1B

Responsibilities

Build and maintain a strong working relationship with an assigned group of current clients

Work collaboratively with Relationship Managers as an Adhesion advocate for our clients/firms

Develop expertise in Adhesion's various value-add services, including tax management, tax transition, Manager curation of Adhesion's Direct Index and Personal Index portfolios, and OCIO+ programs through active consulting with the advisory firm

Seek opportunities to increase wallet share through asset onboarding, winning outside assets, or positioning firms to grow by introducing more outsourcing options

Retain firms by identifying possible threats and maintaining a strong relationship

Work with the marketing team to create campaigns for current clients, which highlight value add services of the platform

Familiarize with the industry, trends, and solutions that continually enhance Adhesion's platform or overall offer to advisors