Relationship Manager

Beacon Pointe; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Beacon Pointe Advisors seeks a Relationship Manager in Dallas–Fort Worth, TX to serve high-net-worth individuals, families and institutions. You will be the primary liaison among clients, investment professionals, and the service team, delivering personalized service and coordinating account setup and ongoing maintenance.

Responsibilities include client inquiries, meetings, onboarding tasks, and collaboration with wealth advisory and operations teams, using Salesforce and Tamarac; a four-year

Qualifications

• Four-year college degree (Finance, Business or Economics preferred).
• CFP or willing to pursue CFP within 24 months.
• 1–2+ years relevant experience.
• Excellent written and verbal communication skills.

Responsibilities

• Act as liaison between high-net-worth clients, investment pros and service team for high-touch service.
• Research and respond to client inquiries in a timely fashion.
• Participate in client meetings and present service engagements.
• Establish new accounts with wealth advisors and operations teams.
• Assist with onboarding tasks and account paperwork.
• Coordinate deposits, disbursements, reporting and terminations as needed.
• Maintain client files in Salesforce and Tamarac systems.
• Attend team meetings and support policy/procedure projects.

Skills

Excellent written and verbal comms

Strong organizational skills

Interpersonal skills

Analytical skills

Team collaboration

Education

Bachelor's degree in Finance, Business or Economics

Tools

Microsoft Office

Tamarac

Job description

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager on our Dallas-Fort Worth, TX team. 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.

Job Description

We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager on our Dallas-Fort Worth, TX team. 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.

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 inquires in a timely fashion.
• 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.
• 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)
• CFP or willing to pursue the CFP for completion within 24 months
• 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 in Microsoft Office applications is a must
• Experience using Tamarac 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 .