Private Client Relationship Manager

Capital Group; San Francisco (CA); On-site; USD 151,000 - 189,000; Full time

Benefits offered by this job

Generous time-away benefits

Charitable contribution matching

Professional development resources

15% contribution to retirement plan

Job summary

Capital Group is seeking a Private Client Relationship Manager in San Francisco to oversee the daily operations of the Private Wealth Advisor's practice. The role focuses on delivering exceptional client experiences, managing relationships, and collaborating on business plans to expand market reach. Candidates should have a Bachelor's degree, industry knowledge, and the ability to effectively manage client service and drives results. A competitive salary ranging from $151,000 to $189,000 and generous benefits are offered.

Qualifications

• Outstanding professional experience and industry knowledge.
• Strong sales and service orientation.
• Ability to instill trust through confident interactions.
• Agility and entrepreneurial mindset to anticipate business needs.
• Collaboration with stakeholders to drive outcomes.

Responsibilities

• Manage day-to-day operations of the Private Wealth Advisor's practice.
• Drive exceptional client experiences and strengthen relationships.
• Establish efficient operating norms and execute business plans.
• Ensure strong internal communication across the team.
• Identify opportunities for process enhancements.

Skills

Sales acumen

Client relationship management

Financial acumen

Team collaboration

Education

Bachelor's degree

Graduate degree (preferred)

Job description

I can succeed as a Private Client Relationship Manager.

As the Private Client Relationship Manager, 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.

I am the person Capital Group is looking for.

• 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

Core requirements:

• Bachelor's degree required; Graduate degree preferred.
• Series 65 must be obtained within 60 days of hire date.
• CFP preferred.

Base Salary Range: $151,000 - $189,000

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.

Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.