Relationship Manager

Apollon Wealth Management; United States; Remote; USD 90,000 - 130,000; Full time

Job summary

Apollon Wealth Management is seeking a Relationship Manager to support advisors and clients in delivering comprehensive wealth management services. You will attend meetings, gather information, and help implement planning actions, while ensuring regulatory compliance and high-quality client service.

The role requires at least 3+ years of relevant experience, proficiency with Salesforce and Wealthscape, and strong interpersonal and organizational skills to manage client accounts from onboarding

Qualifications

• 3+ years recent industry experience (required).
• Familiarity with Salesforce preferred.
• Knowledge of Fidelity custodial platform/Wealthscape (required).
• Industry licensing (not required).
• Excellent interpersonal and communication skills.
• Strong organizational and multitasking abilities.
• Proficiency in financial software and tools.
• Dedication to maintaining client confidentiality and trust.

Responsibilities

• Attend client meetings and provide support to advisors by gathering information and facilitating interactions.
• Create follow-up tasks from client meetings and inquiries for completion by RM or back office.
• Collaborate with advisors to execute trading orders and manage client portfolios.
• Meticulously track and report status of outstanding tasks to advisors.
• Manage client accounts from initial opening to ongoing servicing, including document gathering and account setups.
• Gather, organize, and clarify client information to support financial planning analyses.
• Conduct client outreach to assist with implementation of advisor recommendations.
• Ensure all activities conform to regulatory requirements and internal compliance standards.
• Collaborate with advisors, back office, and team to provide a seamless experience.
• Coordinate client follow-up to support timely implementation of financial planning recommendations.

Skills

Interpersonal skills

Communication

Organizational skills

Confidentiality

Tools

Salesforce

Wealthscape

Fidelity custodial platform

Job description

Relationship Manager Reports to: Wealth Management Advisor Status :Exempt REMOTE POSITION

As a Relationship Manager at Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors. You will work closely with our advisory team and clients, ensuring that their financial goals and needs are met. This multifaceted role encompasses several key responsibilities and expectations:

Responsibilities:

• Attend client meetings and provide valuable support to advisors by gathering necessary information and facilitating smooth interactions
• Create follow-up tasks based on client meetings and inquiries, ensuring their prompt completion by either the Relationship Manager or the back office team
• Collaborate with advisors to execute trading orders and effectively manage client investment portfolios
• Meticulously track and report the status of outstanding tasks, providing advisors with up-to-date information about progress and outstanding client requests
• Manage client accounts from initial opening to ongoing servicing, including document gathering, account setups, and comprehensive client support
• Gather, organize, and clarify client information to support financial planning analyses and projections.
• Conduct client outreach and follow-up to assist with the implementation of advisor recommendations and planning action items.
• Ensure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactions
• Collaborate with advisors, back office staff, and other team members to provide a seamless and exceptional experience
• Serve as a key liaison between advisors and clients throughout the financial planning process by collecting and validating financial information, preparing documentation for planning analyses, and coordinating client follow-up to support the timely implementation of financial planning recommendations.

Skills and Experience:

• 3+ years recent industry experience (required)
• Familiarity with Salesforce preferred
• Knowledge of Fidelity custodial platform/Wealthscape (required)
• Industry licensing (not required)
• Excellent interpersonal and communication skills
• Strong organizational and multitasking abilities
• Proficiency in financial software and tools
• Dedication to maintaining client confidentiality and trust