Job Title: Advisor Services Relationship Manager
Position Overview
We are seeking a dynamic and experienced Relationship Manager to join our team and serve as a crucial link between our investment company and our network of financial advisors.
As a Relationship Manager, you will play a key role in building and maintaining strong, long-lasting partnerships, understanding the unique needs of financial advisors, and ensuring they have access to the tools and resources necessary for success.
Our ideal Relationship Manager has the following Core Values:
Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.
Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.
Self-Motivated: You have a driven and proactive personality, result-oriented, and accepts challenges.
Authentic: Your personality is true, honest, and built on integrity.
You create an atmosphere with no drama or politics.
Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.
Organized and Process-Oriented with Financial Savvy: You have a deep understanding of financial principles and can use that knowledge to make data-driven decisions that drive business success.
You also have a keen eye for detail and a knack for streamlining processes.
Responsibilities:
Client Relationship Management:
Develop and maintain strong, trust-based relationships with financial advisors from both inbound and outbound communication.
Serve as the primary point of contact for assigned financial advisors, addressing inquiries and providing timely, accurate information.
Collect and update information on advisors business so that consistent quality service can be provided
Understand the financial advisors' business models and client needs to provide tailored support and assistance.
Collaborate with internal teams to address advisors' requests, resolve issues, and enhance the overall advisor experience.
Product Knowledge and Education
Serve as a generalist of our company's products, services, and industry trends.
Coordinate with Subject Matter Expert (SME) for complex needs.
Provide training and education to financial advisors on new products, market insights, and investment strategies.
Business Development
Identify opportunities for business expansion and increased engagement with financial advisors.
Collaborate with the sales and marketing teams to execute targeted initiatives and campaigns.
Feedback and Improvement
Gather feedback from financial advisors and communicate it internally to enhance our products and services.
Work closely with internal stakeholders to implement improvements based on feedback, seeing projects from idea to implementation
Internal Team Support
Support the efforts of the entire CG Advisor Network team with projects as needed.
At CGAN we have a culture of can-do attitude, where members of all rank will support the group efforts.
Attendance of Investment Committee meetings.
Research and reconciliation of advisor and client data in internal software and systems
Ability to troubleshoot situations and present solutions.
Qualifications:
Bachelor's degree in finance, business, or a related field.
Advanced degrees or industry certifications are a plus.
Proven experience in relationship management within the financial services industry, preferably working with financial advisors.
Strong understanding of investment products, market trends, and financial planning concepts.
Excellent communication and presentation skills.
Ability to work independently and collaboratively in a fast-paced environment.
Exceptional problem-solving and organizational skills.
Desired Technical Skills
Advanced MS Excel capabilities
Experience with Investment Analysis Software: Morningstar, Kwanti, Riskalyze, Hidden Levers
Experience with Orion Advisor Solutions
Experience with Salesforce CRM
Series 65 or ability to complete within first 60 days
Compensation Range: $60K to $100K + bonus and incentive compensation, depending on experience and qualifications
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