Associate Relationship Manager

  • Location
    Raleigh, North Carolina
  • Salary
    $ 90000 - $ 125000
  • Category
    Banking / Finance / Insurance - General
  • Job reference:
  • Job type
    Direct Hire

Job description
The overarching goal of the ARM is to assume comprehensive management of the tactical, day-to-day needs of the Raleigh office thereby allowing the RMs to focus on client acquisition and strategical needs of the office and its employees. Specific duties can be broken down into four groups and will include the following responsibilities.
* Demonstrate an in-depth knowledge of Company’s historical and current philosophies and marketing strategies by completing first draft responses to Requests for Proposals (RFP’s) at
least one week before due; schedule and run follow-up meetings with RMs to finalize RFP response, and meeting all associated deadlines
* Present to the RM weekly business lead ideas, progress, as well as customized pitching plans for known opportunities
* Ensure seamless transfer of complex investments by responding to Transition Specialist requests within a 24-hour period including coordinating responses from the RM as required
* Demonstrate in-depth knowledge of Company’s custodian and reporting systems by compiling accurate research as needed, meeting all communicated deadlines
* Provide complete and error-free analyses of client’s return attribution profile
* Maintain, without error, tracking sheet analysis, client cash-needs summaries, and internal client reporting summaries
* Respond to client requests in both collaborative and independent fashions and within Company’s standard 24-hour period.
* Serve as the liaison between the RM and the Client Service Associate by responding to all questions related to the daily management of clients including rebalance coordination and cash flow management.
* Demonstrate in-depth knowledge of Company’s CRM software
* Adhere to both Company and regulatory reporting requirements
* Format and brand all external documents consistent with current Company conventions
* Efficiently collect data from clients and input into financial planning software, requesting and updating changes on an agreed upon schedule and as provided by clients
* Input RM-instructed changes to the financial planning software and updated as requested
* Prepare all financial planning reports for client review meetings; materials should be reviewed for accuracy and completeness prior to delivery to the RM
* Demonstrate knowledge of basic financial planning concepts in tax, estate, insurance, retirement and investment realms by scheduling and running “pre-brief” meetings prior to all
client meetings to ensure the RM is prepared for the client
* Within the first month, meet with existing team to review and update Client Profiles
* Follow established client monitoring protocol of those Client profiles to ensure accurate information is readily available
* Demonstrate an in-depth knowledge of Company’s investment strategies and model mechanics by making complete and thorough recommendations for existing client portfolios proactively based on on-going monitoring as well as reactively as requested by the RMs
* Serve as the liaison between the Raleigh Office and Company’s IST by participating in all investment related discussions, acquiring responses from the IST to all investment-related
questions with regards to Raleigh’s clients and prospects
The successful candidate will likely have previously demonstrated experience in the field of investment management. The individual should be comfortable working for an entrepreneurial organization with a successful track record of delivering consistent long-term investment returns in a high-performing culture. Specifically, he/she should have a representation of the following qualifications:
* Understanding of a broad range of investment products, including those of a more complex nature in alternative and private capital asset classes
* Some combination of M.B.A. degree or CFA®/CFP® designation required
* Undergraduate business degree desired
* Ability to support business development, account maintenance, and administrative issues
* MS Office proficient and self -sufficient
* Desired competence in additional web and cloud based reporting and infrastructure systems
* Understanding of performance attribution and accounting
* Account transition knowledge and monitoring

Please apply with your CV to: Chase Sommer -919-3252011

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

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