Capital Companies Group · 1 day ago
Private Client Relationship Manager
New York, NY
Full-time
Onsite
Mid, Senior Level
$135K/yr - $180K/yrCapital Group Companies is dedicated to fostering a strong sense of belonging and integrity in the workplace. As a Private Client Relationship Manager, you will manage the day-to-day operations of the Private Wealth Advisor’s practice, ensuring sales and service goals are met while enhancing client relationships and supporting business growth.
AdviceFinancial ServicesReal Estate
Responsibilities
You will be responsible for the day-to-day management of the Private Wealth Advisor’s practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion
You will provide subject matter expertise in various areas to offer solutions to complex client matters and provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, facilitate, and advance client servicing, prospecting, and sales efforts for the practice(s) they support
A Private Client Relationship Manager drives exceptional client, prospect, and COI experiences while proactively strengthening relationships and supporting retention and growth
They establish efficient operating norms for the practice, execute the team’s value proposition, and collaborate closely with the Private Wealth Advisor and Marketing to build and implement business plans that expand the target market and increase share of wallet
Additionally, they ensure strong internal communication, lead routine business health and pipeline meetings, and identify opportunities to enhance processes and alignment across the team
Qualification
Required
Bachelor's degree required
Series 65 must be obtained within 60 days of hire date
Outstanding professional experience and industry knowledge
Strong sales and service acumen
Results oriented, working successfully as an individual and part of a team
Credible and influential, instilling trust through self-confident interactions
In-depth financial and business acumen
Agile and entrepreneurial, able to anticipate and deliver on the needs of a sophisticated, fast-paced business
Ability to simultaneously balance a wide range of projects
Collaborative, partnering seamlessly with internal and external stakeholders
Preferred
Graduate degree preferred
CFP preferred
Benefits
Generous time-away and health benefits from day one, with the opportunity for flexible work options
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
Individual annual performance bonus
Capital’s annual profitability bonus
Retirement plan where Capital contributes 15% of your eligible earnings
Company
Capital Companies Group
Capital Companies Group is a company based out of 1110Brickell Ave, Miami, Florida, United States.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase