Job Description

Senior Relationship Manager
A growing Independent Registered Investment Adviser in Beachwood, OH seeks a professional Relationship Manager ("RM"). Among other things, the RM will:

1) establish strong relationships with existing clients
2) be proactive and attentive to high net worth clients who have specialized needs/requests
3) deliver excellent service by exceeding client expectations
4) maintain a high level of confidentiality at all times
5) cultivate client relationships to drive consolidation of assets (or develop greater share of wallet)
6) systematize business development efforts and identify new client opportunities
7) focus efforts on turning prospects into clients
8) create and deliver polished, professional sales presentations
9) contribute to investment policy decisions
10) support administrative staff with back office/operational duties

The Ideal Candidate should have 10+ years of successful Relationship/Client Service experience, a proven sales track record (or an understanding of the sales process) and exceptional sales presentation skills. The right candidate will be a team player with strong interpersonal skills, high integrity, and high energy. He or she must be an altruistic, well-organized, polished self-starter.

Education : Bachelors degree required. Candidates with CFP, CFA or MBA are encouraged to apply.