Job Description
We are seeking an exceptional Relationship Manager (RM) to join our team. We need an outstanding individual with a talent for problem-solving, meticulous attention to detail and a positive, can-do attitude. This team member will work directly with Senior Wealth Advisors (SWAs) and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families and providing a best-in-class service experience.
Responsibilities
- Serve as the primary liaison between clients, wealth advisors, investment professionals, and operations teams, providing personalized, responsive service.
- Research and resolve routine and complex client inquiries, ensuring requests and communications are completed promptly and within established service standards.
- Support wealth advisors with daily client service, portfolio management, and financial planning activities.
- Coordinate client onboarding, including account applications, alternative investment subscription documents, custodian paperwork, transfers, and welcome and training calls.
- Process, track, and confirm custodian requests and account maintenance, including deposits, cash disbursements, money movement, performance reporting, account closures, and special requests.
- Develop a thorough understanding of assigned client relationships and maintain accurate records across Salesforce, Tamarac, and other internal systems.
- Assist advisors with preparation of client materials and coordinate timely follow-up on outstanding tasks.
- Help clients implement advisor recommendations, coordinating with their CPAs, attorneys, and other professionals as needed.
- Provide backup support to team members to maintain consistent client service.
- Collaborate with advisor and operations leadership on projects that improve policies, procedures, efficiency, and client service.
- Contribute to a professional, collaborative, and positive team environment.
Qualifications
- Bachelor’s degree required, Finance, Business, Economics, Financial Planning, or a related field preferred
- 3-5+ years relevant experience; experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm, or broker/dealer.
- Exceptional organizational skills with a strong ability to prioritize and multi-task.
- Strong computer skills including advanced proficiency with Excel, PowerPoint and Word.
- Experience with Salesforce, Schwab, Fidelity, Tamarac and eMoney highly desired but not required.
- Mature, self-starting professional willing to take ownership of assigned responsibilities.
- Ability to work independently and take direction from multiple parties.
- Personable, responsive and engaging with a client first attitude.
About Beacon Pointe Advisors Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.