Relationship Manager

Beacon Pointe; Town of Texas (WI); On-site; USD 70,000 - 95,000; Full time

Job summary

Beacon Pointe Advisors seeks a Relationship Manager for the Dallas-Fort Worth team to deliver high-touch service to high-net-worth clients, coordinating with wealth advisors and central operations. You will assist with onboarding, client inquiries, and account maintenance, leveraging Salesforce and Tamarac to maintain client files.

Ideal candidates have a four-year degree in finance/business, CFP or pursuing, 1–2+ years of experience, and strong communication and organizational skills in a

Qualifications

• Four-year college degree (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.

Responsibilities

• Act as the primary liaison between high-net-worth clients, investment professionals and service team to provide high-touch service.
• Research and respond to routine-to-complex HNW client inquiries in a timely fashion.
• Participate in client meetings and present on relevant service engagements.

Skills

Communication

Organization

Interpersonal skills

MS Office

Education

Bachelor's degree in Finance, Business or Economics

CFP or pursuing CFP

Tools

Salesforce CRM

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.

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.