Relationship Manager - manage relationship between RIA and Network firm

Jobot; Georgia; On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health, dental, and vision insurance

401(k) with company match

Unlimited PTO

20%-25% bonus

Equity

Job summary

An established industry player is seeking a Relationship Manager to foster connections between independent registered investment advisors and the firm. This pivotal role involves overseeing client projects, serving as a strategic advisor, and driving growth and profitability. Join a dynamic team at a rapidly growing firm with over $100 billion in assets under management, where your contributions will directly impact the success of clients and the organization. If you are passionate about empowering advisors and enhancing client relationships, this opportunity is perfect for you.

Qualifications

• Strong relationship management skills with clients.
• Experience in project management and strategic advisory roles.

Responsibilities

• Manage relationships between RIA and client firms effectively.
• Lead projects and drive profitability and growth for clients.

Skills

Relationship Management

Project Management

Strategic Advisory

Job description

Relationship Manager - manage relationship between RIA and Network firm

Job details

Relationship Manager - 100B AUM Wealth Tech Company in RIA industry - Buckhead

Salary: $80,000 - $150,000 per year

A Bit About Us
We specialize in supporting independent registered investment advisors by providing technology & CRM, investment platform, practice management, M&A, and capital strategies.

Why join us?
We are a growing firm founded 12 years ago and already surpassing 100 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors.

• Comprehensive health, dental, and vision insurance
• 401(k) with company match
• Unlimited PTO
• 20%-25% bonus
• Equity

Job Details
You will play a key role in our organization's growth with this RIA. You are the head of the relationship between our organization and our client firm. You will project manage all the various projects a client firm is working on with us, along with being a strategic advisor to the leadership of the Network firm. You will lead the effort to drive profitability and growth within these organizations.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds.

Seniority level

• Not Applicable

Employment type

• Full-time

Job function

• Sales and Business Development

Industries

• Accounting, Financial Services, and Banking