Relationship Manager

Blucora Irving , TX 75061

Posted 2 months ago

Position Summary The Relationship Manager is responsible for cultivating long-term relationships with top practices (+$20M in AUA) by providing sales and practice management support in a variety of areas including investment management, family risk management, retirement / business / education / estate planning, insurance, variable annuities, and advisory services. This position also supports the Senior Relationship Manager and their relationships Essential Duties and Responsibilities Major responsibilities of the position are listed below.

To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Duties may include but not limited to: Client engagement Travel to multiple practices every other month (<15% of time). build and maintain relationships with up to 110 high value practices as the face of hd vest. act as a business coach through regular, systematic phone calls and emails. compose and present polished phone/in person presentations to advisors with excellent delivery and understanding of materials. help advisors grow their business by promoting sales ideas, analyzing client cases, identifying cross-selling opportunities, and developing recommendations and investment strategies. maintain working knowledge of products and services of all educational partners and collaborate with advisors on where those products fit in their business. act as a voice for the advisors when working together with internal team members. develop marketing materials and sales campaigns with the marketing and national sales teams. follow up with internal team members to ensure that all advisor requests and issues are promptly addressed, and interaction details are properly tracked and shared internally. monitor work to ensure compliance with goals and standards. build strong relationships with teammates, business partners, and specialists by fostering collaboration. collaboration with internal teams act as a voice for the advisors when working together with internal team members. develop marketing materials and sales campaigns with the marketing and national sales teams. follow up with internal team members to ensure that all advisor requests and issues are promptly addressed, and interaction details are properly tracked and shared internally. monitor work to ensure compliance with goals and standards. build strong relationships with teammates, business partners, and specialists by fostering collaboration. leadership and teamwork build strong relationships with teammates, business partners, and specialists by fostering collaboration. education and experience 4-6 years in wealth management support or similar role; hdv wealth management experience preferred. finra 7 & 63 licenses required. additional securities licenses and designations may be required depending on role. bs/ba in business, finance, economics, accounting, or related field. expert in microsoft office; especially powerpoint, excel, and visio. highly energetic self-starter. excellent interpersonal skills; written and verbal, with an ability to engage and educate clients. working knowledge and understanding of financial markets, products, and services. comprehensive benefits we offer a competitive salary, outstanding benefits package that includes medical, dental, vision. life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match. qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, or disability. are you a returning applicant? previous applicants: email: password: if you do not remember your password click here. of="" time).="" build="" and="" maintain="" relationships="" with="" up="" to="" 110="" high="" value="" practices="" as="" the="" face="" of="" hd="" vest.="" act="" as="" a="" business="" coach="" through="" regular,="" systematic="" phone="" calls="" and="" emails.="" compose="" and="" present="" polished="" phone/in="" person="" presentations="" to="" advisors="" with="" excellent="" delivery="" and="" understanding="" of="" materials.="" help="" advisors="" grow="" their="" business="" by="" promoting="" sales="" ideas,="" analyzing="" client="" cases,="" identifying="" cross-selling="" opportunities,="" and="" developing="" recommendations="" and="" investment="" strategies.="" maintain="" working="" knowledge="" of="" products="" and="" services="" of="" all="" educational="" partners="" and="" collaborate="" with="" advisors="" on="" where="" those="" products="" fit="" in="" their="" business.="" act="" as="" a="" voice="" for="" the="" advisors="" when="" working="" together="" with="" internal="" team="" members.="" develop="" marketing="" materials="" and="" sales="" campaigns="" with="" the="" marketing="" and="" national="" sales="" teams.="" follow="" up="" with="" internal="" team="" members="" to="" ensure="" that="" all="" advisor="" requests="" and="" issues="" are="" promptly="" addressed,="" and="" interaction="" details="" are="" properly="" tracked="" and="" shared="" internally.="" monitor="" work="" to="" ensure="" compliance="" with="" goals="" and="" standards.="" build="" strong="" relationships="" with="" teammates,="" business="" partners,="" and="" specialists="" by="" fostering="" collaboration.="" collaboration="" with="" internal="" teams="" act="" as="" a="" voice="" for="" the="" advisors="" when="" working="" together="" with="" internal="" team="" members.="" develop="" marketing="" materials="" and="" sales="" campaigns="" with="" the="" marketing="" and="" national="" sales="" teams.="" follow="" up="" with="" internal="" team="" members="" to="" ensure="" that="" all="" advisor="" requests="" and="" issues="" are="" promptly="" addressed,="" and="" interaction="" details="" are="" properly="" tracked="" and="" shared="" internally.="" monitor="" work="" to="" ensure="" compliance="" with="" goals="" and="" standards.="" build="" strong="" relationships="" with="" teammates,="" business="" partners,="" and="" specialists="" by="" fostering="" collaboration.="" leadership="" and="" teamwork="" build="" strong="" relationships="" with="" teammates,="" business="" partners,="" and="" specialists="" by="" fostering="" collaboration.="" education="" and="" experience="" 4-6="" years="" in="" wealth="" management="" support="" or="" similar="" role;="" hdv="" wealth="" management="" experience="" preferred.="" finra="" 7="" &="" 63="" licenses="" required.="" additional="" securities="" licenses="" and="" designations="" may="" be="" required="" depending="" on="" role.="" bs/ba="" in="" business,="" finance,="" economics,="" accounting,="" or="" related="" field.="" expert="" in="" microsoft="" office;="" especially="" powerpoint,="" excel,="" and="" visio.="" highly="" energetic="" self-starter.="" excellent="" interpersonal="" skills;="" written="" and="" verbal,="" with="" an="" ability="" to="" engage="" and="" educate="" clients.="" working="" knowledge="" and="" understanding="" of="" financial="" markets,="" products,="" and="" services.="" comprehensive="" benefits="" we="" offer="" a="" competitive="" salary,="" outstanding="" benefits="" package="" that="" includes="" medical,="" dental,="" vision.="" life="" insurance,="" paid="" vacation="" and="" sick="" days,="" paid="" holidays,="" tuition="" reimbursement,="" and="" 401(k)="" with="" company="" match.="" qualified="" applicants="" will="" receive="" consideration="" for="" employment="" without="" regard="" to="" their="" race,="" color,="" religion,="" national="" origin,="" sex,="" or="" disability.="" are="" you="" a="" returning="" applicant?="" previous="" applicants:="" email:="" password:="" if="" you="" do="" not="" remember="" your="" password="" click="">



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Relationship Manager

Blucora