Relationship Manager for Financial Advisory Teams

Carson Group; Sarasota (FL); On-site; USD 65,000 - 81,250; Full time

Benefits offered by this job

Base salary between $65,000 - $81,250

Variable compensation potential (Bonus and/or commissions)

401(k) with company contribution

PTO

Health benefits

Job summary

A financial services company is seeking a Relationship Manager in Sarasota, FL. This role emphasizes providing top-tier support to clients and financial advisors, coordinating projects, and ensuring compliance with client account management. Qualified candidates should possess a bachelor's degree, strong communication skills, and familiarity with financial advising tools. Competitive compensation and benefits are offered in a collaborative work environment.

Qualifications

• 5 years of experience in the financial or banking industry preferred.
• Natural desire and curiosity to learn.
• Strong desire for continual personal and professional growth.

Responsibilities

• Provide ongoing service and support to clients.
• Coordinate projects and assist in improving office procedures.
• Prepare paperwork for maintaining client accounts.

Skills

Knowledge of Financial Advisor office tools

Microsoft Office skills

Strong research and problem-solving skills

Attention to detail

Planning and organizational skills

Project and time management skills

Excellent communication skills

Education

Bachelor’s degree in business administration, accounting, finance

Tools

Orion

Goldmine

Redtail

Salesforce

Job description

A financial services company is seeking a Relationship Manager in Sarasota, FL. This role emphasizes providing top-tier support to clients and financial advisors, coordinating projects, and ensuring compliance with client account management. Qualified candidates should possess a bachelor's degree, strong communication skills, and familiarity with financial advising tools. Competitive compensation and benefits are offered in a collaborative work environment.