Relationship Manager

Beacon Pointe; Amherst (MA); Hybrid; USD 65,000 - 85,000; Full time

Job summary

A leading investment advisory firm in Amherst, MA is seeking a Relationship Manager to provide high-touch service to high-net-worth clients. This hybrid role involves primary liaison responsibilities, effective communication, and maintaining client records. The successful candidate will possess a Bachelor's degree in Finance, Business or Economics, along with 1-2+ years of relevant experience. Excellent communication skills and proficiency in Salesforce and Microsoft Office are essential for this position.

Qualifications

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
• 1-2+ years relevant experience.
• Ability to excel in a fast-paced, team environment.

Responsibilities

• Serve as primary liaison for high-net-worth clients.
• Research and respond to client inquiries effectively.
• Maintain and update client files using Salesforce CRM.

Skills

Excellent written and verbal communication skills

Strong organizational skills

Analytical skills

Interpersonal skills

Proficiency with Microsoft Office

Experience with Salesforce

Familiarity with custodian platforms (Schwab, Fidelity)

Education

Bachelor's degree in Finance, Business or Economics

Tools

Salesforce

Tamarac

Envestnet Trading

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Amherst, MA office. The Relationship Manager will join a highly talented team of wealth management and client service professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

The structure of this role is hybrid, with in-office days and remote work days.

Responsibilities

• Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with a personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing.
• Research and respond to routine-to-complex HNW client inquiries in a timely fashion.
• Records client inquiries including service changes, new account opening, money movement, trading, etc. in CRM
• Monitor daily custodial alerts including cash management, account updates, and trading, and resolve accordingly.
• Assists with preparation of meeting presentation materials, documents meeting follow-up and takes ownership of specific operational related tasks.
• Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements.
• Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents.
• Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients.
• Prepares custodian paperwork, facilitate account updates and communicates with clients on status.
• Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed.
• Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases.
• Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures.
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

Qualifications

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred)
• 1-2+ years relevant experience
• Excellent written and verbal communication skills
• Strong organizational, analytical, and interpersonal skills
• Ability to excel in a fast-paced, team environment
• Proficiency with Microsoft Office; experience with Salesforce, Tamarac, Envestnet Trading, or similar systems preferred.
• Familiarity with major custodian platforms such as Schwab and Fidelity is a plus.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.