Senior Relationship Manager

Organization

RWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. And as a fee-only fiduciary, the advice you get is always in your best interest.

As your wealth grows so does the complexity of managing it. Your advisor and team of professionals are in lock step with your goals and the future you seek. Our process is designed to help preserve and enhance the wealth and well-being of your family so you can forge ahead more confidently.

Role Overview

The ideal candidate will have a well-developed understanding of the wealth management industry and have a passion for ongoing relationship management and client engagement. The Senior Relationship Manager will provide support to a Financial Adviser(s) in all aspects of relationship management including financial plan creation & delivery, driving client loyalty, managing escalations, and client retention.

The relationship management team sets the industry standard for unparalleled financial planning expertise, innovation, and excellent client experiences.

Responsibilities

• Serve as primary contact for specific subset of clients and engage in regular financial plan creation and delivery.

• Assist clients with tax planning, and analysis in areas including insurance, equity compensation, and Social Security.

• Assists in contributing to our culture of knowledge sharing and best practice creation.

• Partner with the Financial Adviser during the client onboarding experience, including participation in client meetings.

• Identify opportunities for relationship enhancement. Anticipate client needs, recognize challenges, and provide swift, efficient solutions.

• Retain and demonstrate our value through understanding our investment platform, having a deep understanding and utilization of our financial planning tools, and utilizing the wealth services (estate planning review and tax preparation) offered by the firm.

Education, Experience and Qualifications

• Bachelor's Degree, Series 65 license, and the CFP designation (or actively pursuing).

• 4+ years' experience working directly with clients.

• Excellent customer service, communication, emotional intelligence, writing and interpersonal skills.

• Excellent in-person and video call (e.g., Zoom) presentation skills.

• Strong computer skills and proficiency in eMoney preferred or other financial planning software, Holistiplan, Excel, PowerPoint, Word, Salesforce

• Notable attention to detail, decision making skills, analytical prowess, and self-initiated follow through.

Compensation

Total annual compensation, inclusive of base salary and variable compensation, will range from $120,000 - $160,000. Final base salary will be carefully determined based on several factors including relevant knowledge, skillset, and experience.

RWA Wealth Partners is an equal opportunity employer. We believe that the most effective way to invite and retain a diverse workforce is to build an enduring culture of inclusion and belonging. The Firm does not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

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