Capital Companies Group · 13 hours ago
Private Client Relationship Manager
Los Angeles, CA
Full-time
Onsite
Mid, Senior Level
$128K/yr - $171K/yrCapital Group Companies is committed to fostering a strong sense of belonging in a respectful workplace. The Private Client Relationship Manager will manage the day-to-day operations of the Private Wealth Advisor’s practice, ensuring the execution of sales and service goals while providing subject matter expertise and oversight of client service associates.
AdviceFinancial ServicesReal Estate
Responsibilities
Responsible for the day-to-day management of the Private Wealth Advisor’s practice to ensure execution of the sales and service goals
Provide subject matter expertise in various areas to offer solutions to complex client matters
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
Drive exceptional client, prospect, and COI experiences while proactively strengthening relationships and supporting retention and growth
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
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
You have outstanding professional experience and industry knowledge, and you demonstrate strong sales and service acumen
You are results oriented, working successfully as an individual and part of a team to ensure deliverables are completed in a timely manner
You are a credible and influential, instilling trust through self-confident interactions and in-depth financial and business acumen
You are agile and entrepreneurial, able to anticipate and deliver on the needs of a sophisticated, fast-paced business and possess the ability to simultaneously balance a wide range of project
You are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcome
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.
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