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United Planners Financial Services · 2 days ago

Relationship Manager

Scottsdale, AZ

Full-time

Onsite

Senior Level

5+ years exp

United Planners Financial Services is a broker-dealer that emphasizes service excellence and operational integrity. The Relationship Manager serves as a key liaison for the Financial Institution Division, overseeing relationships and ensuring effective communication and support for financial institution partners and affiliated advisors.

BankingCrowdfundingFinancial Services

Growth Opportunities

Hiring Manager

Rebecca J.

Responsibilities

Act as the primary internal liaison for the Financial Institution Division, promoting consistent, clear, and timely communication across all UP departments

Build trusted, collaborative relationships with internal teams, field Relationship Managers, financial institution partners, and affiliated advisors, reinforcing the firm’s reputation for high-touch, experience-focused-driven support

Maintain a deep understanding of financial institutions’ structures, compensation models, service expectations, and operational workflows to anticipate needs and align resources

Manage and coordinate advisor onboarding, transitions, and integrations with an elevated service mindset, ensuring a seamless, supportive experience for new institutional relationships

Serve as a cross-functional hub during transitions, partnering with Compliance, Operations, Technology, and Supervision to ensure accuracy, readiness, and continuity

Coordinate cross-departmental resolution of operational issues, responding with urgency, ownership, and follow-through consistent with UP standards

Track, manage, and communicate progress on open items, ensuring accountability and closing loops with all stakeholders

Identify patterns or recurring concerns and recommend process improvements that elevate service delivery and operational efficiency

Track key business initiatives, deadlines, and deliverables to support leadership oversight and divisional objectives

Prepare and maintain reporting, dashboards, summaries, and communications for leadership and field distribution

Support strategic planning efforts for the Financial Institution Division, offering insights based on trends, advisor feedback, and operational observations

Proactively identify opportunities to simplify processes and enhance the advisor and institution experience

Model United Planners’ culture statement through behavior that prioritizes service excellence, partnership, integrity, and personal accountability

Contribute to a positive, collaborative work environment where colleagues feel supported, respected, and inspired to serve well

Perform other duties as assigned in support of divisional and firmwide priorities

Qualification

Financial institution knowledgeWealth management platformsWritten communicationVerbal communicationAccountabilityMulti-taskingInterpersonal skillsOrganizational skillsAttention to detailInitiative