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The Relationship Manager serves as the external liaison between IBMC and user banks by performing the following duties.Represent IBMC as a part of the relationship team under direct supervision of the Business Development Manager. · Identify, address and resolve bank partner ques ...
Johnston, IA1 month ago
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· RELATIONSHIP MANAGER · Summary · Are you looking to work in a growing company that can provide internal growth potential? Do you have a high standard for helping people and find fulfillment in creating and cultivating genuine relationships? We are seeking an experienced Relati ...
WEST DES MOINES, IA1 day ago
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The Investment Services Relationship Manager is responsible for supporting investment and business development activities within the company; primarily focusing on Integrity Alliance's RIA and Brokerage investment lineup. · This role will develop and grow new advisor/representati ...
Urbandale, IA1 week ago
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+The Investment Services Relationship Manager supports investment development activities; primarily focusing on Integrity Alliance's RIA and Brokerage investment lineup. · +Establish new relationships with financial advisors. · Foster existing relationships with financial advisor ...
Urbandale, IA1 week ago
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The Sales Relationship Manager SRM manages a group of agents in order to drive sales production reviewing books of business and developing sales skills. · Relationship building In order to be successful the SRM must continuously grow and nurture relationships with their Book of B ...
Des Moines Full time1 month ago
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The Sales Relationship Manager manages a group of agents in order to drive sales production. · The SRM works one on one with agents on active cases, reviewing books of business and developing sales skills. · ...
Des Moines, IA1 month ago
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The Investment Services Relationship Manager is responsible for supporting investment and business development activities within the company. This role will develop and grow new advisor/representative relationships with Integrity Alliance. · Establish new relationships and foster ...
Urbandale1 week ago
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+ Develop enduring partnerships with credit union members through sales and relationship management expertise · + Provide seamless experiences that meet high service standards · + Enhance brand visibility and progress member engagement across financial services · + Operate in var ...
Ankeny $54,876 - $82,314 (USD) Full time3 weeks ago
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The Investment Services Relationship Manager is responsible for supporting investment and business development activities within the company; primarily focusing on Integrity Alliance's RIA and Brokerage investment lineup. · Establish new relationships and foster existing relation ...
Urbandale Full time1 week ago
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The Strategic Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, investment management, and client service. · ...
Des Moines $70,000 - $99,000 (USD)2 weeks ago
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The Strategic Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management investment management and client service. This role serves as both an internal and external resource to support retirement plan clients and help navigate ...
Des Moines $70,000 - $99,000 (USD) Full time3 weeks ago
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The Operations Relationship Manager will serve as the primary liaison between F&G Operations and back offices of mid-tier bank/broker dealer channel for our annuity line of business as well as the Life and Annuity business in our IMO channel. · ...
Des Moines2 weeks ago
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The Strategic Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management, · investment management, and client service. · This role serves as both an internal and external resource to support retirement plan clients and help na ...
Des Moines $70,000 - $99,000 (USD)3 weeks ago
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Relationship Managers employ their expertise in sales and relationship management to attract, retain, and cultivate enduring and loyal partnerships with members of Empeople Credit Union. · ...
Ankeny, IA3 weeks ago
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+The Investment Services Relationship Manager is responsible for supporting investment and business development activities within the company; · +Establish new relationships and foster existing relationships with financial advisors, · Maintain and develop relationships with Mutua ...
Urbandale, IA1 week ago
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The Sales Relationship Manager (SRM), manages a group of agents in order to drive sales production. · ...
Des Moines, IA1 month ago
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The Strategic Relationship Manager is responsible for providing retirement plan clients and partners strategic plan management investment management and client service. This role serves as both an internal and external resource to support retirement plan clients and help navigate ...
Des Moines, IA3 weeks ago
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The Senior Commercial Relationship Manager role serves as the Relationship Manger for new and existing complex clients. It involves managing a portfolio with a loan portfolio over $100MM. · ...
Des Moines Full time1 month ago
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The Client Relationship Manager is responsible for providing personalized financial service and guidance to a portfolio of high–net-worth and emerging affluent clients. · This role combines attentive relationship management with a community-focused approach to business developmen ...
Waukee Full time1 month ago
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This position is located at our Des Moines, IA E. Euclid Ave. branch. · We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits package to provide employees and their families with as much choice as ...
Des Moines1 week ago
Relationship Manager - Urbandale - Mariner Finance
Description
About UsMariner is a privately held national financial services firm equipped with the experience to meet your modern wealth needs.
Our advisors have access to in-house expertise covering everything from tax, estate, trust, and insurance to investment banking and valuation, so they can maximize time spent creating unified wealth plans with clients.
By opening more windows of wealth, we can create opportunities to positively impact the lives of many. With this purpose, we intend to raise the bar for the entire industry.Founded in 2006 with $300 million in assets under advisement, Mariner and its affiliates now advise on over $560 billion in assets as of 1/3/25.
Figures include assets from Cardinal Investment Advisors, currently undergoing acquisition by Mariner Institutional and slated to operationally close by 3/31/2025.
Learn more at. Mariner is committed to, and maintains, a drug-free workplace. For further information, click here .
Job Description
As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values.
Our focus is to partner with clients to create a strategy for today and beyond.A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
ResponsibilitiesWork with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
Effectively work with your team and available resources in support of our clients, executing client requests and updating information
Active participant in obtaining new clients in partnership with strategic relationships and community networks
Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
Qualifications
Bachelor's degree required
5+ years' experience working in a financial planning, accounting, legal or other organization that provides relevant experience
Series 65, CFP or CFA required
Skills & Knowledge
Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
Previous experience with high net worth or ultra-high net worth clients
Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
Highly effective interpersonal, relationship management and communication skills
Demonstrated talent development experience, training new staff, mentoring interns, etc.
Excellent organizational and time management skills in a high energy environment to manage multiple priorities
Strong attention to detail
Note:
All Wealth Advisors must have a clean U4 with no disclosures.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community.
We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals.
We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.Our compensation reflects the cost of talent across multiple US geographic markets. The base pay for this position across all US geographic markets ranges from $70,200.00/year to $125,000.00/year.
Pay is based on a number of factors including geographic location and may vary depending on job-related knowledge, skills, and experience.
Eligibility to participate in an incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance.
Roles may also be eligible for additional compensation and/or benefits.#LI-SU1
#LI-Hybrid
EOE/M-F/D/V
About the Team
At Mariner, behind every advisor is a team of advisors. And behind that, you'll find the answers to complex questions about taxes, insurance, estate planning, tech and more.
It's how we give advisors access to a new level of support to give their clients access to a new level of advice.
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Relationship Manager
Only for registered members Johnston, IA
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Relationship Manager
Only for registered members WEST DES MOINES, IA
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Investment Services Relationship Manager
Only for registered members Urbandale, IA
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Investment Services Relationship Manager
Only for registered members Urbandale, IA
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Sales Relationship Manager
Full time Only for registered members Des Moines
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Sales Relationship Manager
Only for registered members Des Moines, IA
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Investment Services Relationship Manager
Only for registered members Urbandale
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Relationship Manager
Full time Only for registered members Ankeny
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Investment Services Relationship Manager
Full time Only for registered members Urbandale
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Strategic Relationship Manager
Only for registered members Des Moines
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Strategic Relationship Manager
Full time Only for registered members Des Moines
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Operations Relationship Manager
Only for registered members Des Moines
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Strategic Relationship Manager
Only for registered members Des Moines
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Relationship Manager
Only for registered members Ankeny, IA
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Investment Services Relationship Manager
Only for registered members Urbandale, IA
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Sales Relationship Manager
Only for registered members Des Moines, IA
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Strategic Relationship Manager
Only for registered members Des Moines, IA
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Senior Commercial Relationship Manager
Full time Only for registered members Des Moines
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Client Relationship Manager
Full time Only for registered members Waukee
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Senior Commercial Relationship Manager
Only for registered members Des Moines
