Relationship Manager

Dynasty Financial Partners; Atlanta (GA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Relationship Manager to join their team in Atlanta. This pivotal role involves serving as the primary contact for client firms, managing projects, and providing strategic advice to leadership. You will engage in relationship management, project coordination, and strategic coaching, ensuring seamless communication and collaboration. The position offers an exciting opportunity to work closely with clients and travel frequently, making a significant impact in the wealth management sector. If you have a strong background in finance and a passion for client service, this role could be your next career move.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401k Retirement Plan

Paid Time Off

Disability Insurance

Life Insurance

Qualifications

• Bachelor’s degree in relevant fields like Business or Finance.
• Experience in corporate development or strategic consulting.

Responsibilities

• Manage client relationships and respond to inquiries promptly.
• Collaborate with firm principals on business plans and strategies.

Skills

Financial Analysis

Communication Skills

Project Management

Attention to Detail

Team Collaboration

Education

Bachelor’s Degree in Business Administration

Bachelor’s Degree in Finance

Bachelor’s Degree in Economics

Tools

PowerPoint

Excel

Job description

Join to apply for the Relationship Manager role at Dynasty Financial Partners.

Dynasty Financial Partners is seeking an individual to join the firm as a Relationship Manager on the Relationship Management Team. The role is crucial as you will be the primary contact between our client firms and Dynasty, managing projects and serving as a strategic advisor to the leadership of the Network firm. The position is based in Atlanta, Georgia, at a client firm’s location, focusing solely on this relationship.

Responsibilities

• Relationship Management: Ensure prompt responses to client inquiries, problem solve creatively, and act as an outsourced COO to allow principals to focus on growth.
• Strategic Coaching: Collaborate with firm principals to design and implement business plans, evaluate internal teams, and provide ongoing feedback on business models and client development.
• Project Management: Coordinate multiple parties towards clear goals, gather and communicate information effectively.
• Transition Specialist: Handle transitions of wealth management firms onto new technology platforms or advisor team transfers.
• Communication: Report progress and issues to senior leadership from Dynasty’s headquarters in St. Petersburg, Florida.
• Work Travel: Travel most weeks for face-to-face meetings, with some travel back to Dynasty HQ, based on client location.

Minimum Requirements

• Bachelor’s Degree in Business Administration, Finance, Economics, or related field.
• Experience in corporate development, investment banking, private equity, or strategic consulting, especially around M&A and corporate strategy.
• Understanding of financial analysis, valuation, and deal structuring.
• Strong attention to detail, communication skills, and ability to handle complex information.
• Excellent organizational and time management skills.
• Ability to collaborate and work in a team environment.

Preferred Skills and Experience

• Self-starter with initiative.
• Good presentation and public speaking skills.
• Proficiency in PowerPoint and Excel.
• Experience in wealth management, practice management, or management consulting.
• Interest in team-oriented work and willingness to travel.

Benefits

• Health, dental, vision insurance
• Retirement plan (401k) with matching
• Paid Time Off, FSA/HSA, disability, life insurance

Equal Employment Opportunity

Dynasty Financial Partners is committed to equal opportunity employment, making decisions without regard to race, color, sex, age, national origin, religion, disability, veteran status, or other protected classes.