Beacon Pointe · 1 day ago
Senior Relationship Manager
Seattle, WA
Full-time
Hybrid
Mid, Senior Level
2+ years expBeacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms, providing advisory services to high-net-worth individuals, families, and institutions. The Senior Relationship Manager will serve as the primary liaison for high-net-worth clients, ensuring exceptional service and support for their investment management and financial planning needs.
Financial Services
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
Contribute to a professional and energetic working environment
Qualification
Required
Four-year college degree
CFP or willing to pursue the CFP for completion within 24 months
2+ years relevant experience
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Personable, responsive, and engaging with a client-first attitude
Mature, self-starting professional willing to take ownership of assigned responsibilities
Ability to work independently and take direction from multiple parties
Ability to excel in a fast-paced, team environment
Proficiency in Microsoft Office applications is a must
Preferred
Bachelor's degree in Finance, Business or Economics
Experience using Tamarac, Fidelity or Schwab platforms
Company
Beacon Pointe
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Shannon Eusey
CEO and Co-Founder
Garth Flint
Partner and Co-Founder
Company data provided by crunchbase