- Take ownership of engagements, demonstrating accountability and dedication to ensuring exceptional service delivery.
- Oversee and enhance specific business processes, promoting efficiency and effectiveness.
- Command and uphold our core values, including timeliness, accuracy, and more, in all interactions.
- Recognize the uniqueness of each engagement and adapt to deliver an exceptional experience tailored to each relationship with a high focus on responsiveness and quality communication while anticipating needs.
- Identify possible projects and opportunities for expansion within existing engagements.
- Review the bill pay cycle from a fiduciary standpoint, ensuring proper documentation and approvals are in place with a focus on internal controls and best practice. Full ownership of the books and records for each engagement, with strong accounting knowledge, including ensuring the accuracy of the full Balance Sheet and Income Statement.
- Possess a thorough understanding of investment administration including industry standards, asset classes, and investment structures, along with how to account for them.
- Customize and develop enhanced reports and analyze to identify and address any potential issues, and ability to lead discussions with families and advisors.
- Manage and oversee the tax coordination process for engagements, including arranging payments and signatures, document procurement, and participating in tax planning discussions.
- Understand estate planning techniques and strategies and coordinate with advisors on estate planning processes.
- Review insurance coverage and identify opportunities for optimization.
- Assist with concierge projects and recognize opportunities for relationship expansion.
- Fully manage the payroll process and navigate employment and tax laws.
- Stay informed about industry issues, such as family governance, and family office structuring.
- Act as a trusted advisor and actively build and foster relationships with the family and advisors.
- Manage workload, meet internal and external deadlines, ability to effectively delegate, and identify efficient use of team.
- Utilize and train the team on relevant software and processes, procedures, and engagement details.
- Full ownership over relationship management, ensuring effective communication and coordination within the team and with external providers.
- Oversee engagement billing process, and profitability analysis.
- Coach and develop staff, providing constructive feedback, soft and technical training, and support for career growth.
- Ability to manage 3-4 direct reports and related HR responsibilities, including goal progression and mid-year/ year-end review process.
- Lead by example, promoting teamwork, professionalism, and a positive work environment.
- Attend conferences, networking events, business development meetings, and assist with proposals to expand the business.,.
- Strategic mindset that helps support the company's objectives and identify opportunities and risks for the business.
- Minimum of a bachelor's degree.
- Professional business certification strongly desired (CFP, CPA, CTFA, AEP, MBA, MSA, etc.).
- 5-10 years experience in the family office or related industry.
- Exceptional leadership and communication skills.
- Ability to motivate and inspire others and lead initiatives.
- Expertise in financial software, Microsoft Office, and CRM systems.
-
Relationship Manager
3 weeks ago
Citi Boston, MA, United StatesThe Life Sciences Relationship Manager is part of Citi's Commercial Bank and is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical a ...
-
Relationship Manager
1 week ago
Ascensus Boston, United StatesNewport, an Ascensus company, helps employers offer their associates a more secure financial future through retirement plans, insurance and consulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. ...
-
Client Relationship Manager
1 week ago
Voya Financial, Inc. Boston, United StatesTogether we fight for everyones opportunity for a better financial future. We will do this together with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyones access to opportunitie Relationship Manager, Client Rela ...
-
Client Relationship Manager
1 week ago
pro Boston, United StatesClient Relationship Manager - $30-35/hour · About the opening: · Competitive pay rate: $30-35/hour · Manage analyst-level recruiting relationships · Work with leading financial institutions · Temp to Perm role · Responsibilities: · Cultivate and maintain client relationships · Ad ...
-
Client Relationship Manager
4 days ago
VOYA Financial Inc. Boston, United StatesTogether we fight for everyone's opportunity for a better financial future. · We will do this together - with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone's access to opportunities. The status quo is not goo ...
-
Client Relationship Manager
3 weeks ago
DGA Careers Boston, United StatesAre you ready to swap the sales hustle for a role that thrives on solid client connections and expert risk management counsel? Dive into an exciting position where nurturing long-term relationships and offering tailored insurance solutions is the game, and you are the player We'r ...
-
Client Relationship Manager
2 weeks ago
ProPivotal Boston, United StatesClient Relationship Manager - 75k to 80K - Hiring Immediately · ProPivotal is the largest Boston · - · based staffing firm · and has been recognized by a number of organizations for our exceptional service and our outstanding results. It is our pleasure to provide service to m ...
-
Client Relationship Manager
22 hours ago
firstPRO, Inc Boston, United StatesFirstPro is now accepting resumes for a Client Relationship Manager position based in Boston, MA. This role will focus on managing a portfolio of clients by performing ongoing account management, driving client retention, and management of commercial opportunities within the clie ...
-
Client Relationship Manager
22 hours ago
firstPRO, Inc Boston, United StatesContract · Client Relationship Manager is responsible for a portfolio of clients with regard to the overall satisfaction of the client. The primary responsibilities of the position include ongoing account management, driving client retention, satisfaction and reference ability an ...
-
Relationship Dev. Manager
3 days ago
Harvard University Boston, United StatesBasic Qualifications · * Bachelor's degree or equivalent work experience required. · * Minimum of 3 years' relevant work experience · Additional Information · This is a one-year term position from the date of hire, with the possibility of extension, contingent upon work performan ...
-
Sr. Relationship Manager
1 week ago
Bank of America Boston, United StatesSr. Relationship Manager - Global Commercial Banking - For Profit Healthcare Group · Boston, Massachusetts · Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is h ...
-
Client Relationship Manager
22 hours ago
firstPRO, Inc Boston, United StatesfirstPRO is now accepting resumes for a Client Relationship Manager role in Boston, MA. This is a direct hire role with a hybrid workstyle. · About the position: · Client Relationship Manager is responsible for a portfolio of clients with regard to the overall satisfaction of th ...
-
Business Relationship Manager
1 day ago
Christian Science Inc Boston, United StatesDepartment: · Office of the CIO, IT Operations Group · SUMMARY · The Business Relationship Manager (BRM) promotes customer satisfaction by representing the IT Operations Group to customers and building relationships that generate insights for the entire OCIO department. As the ...
-
University Relationship Manager
1 week ago
Professional Staffing Group Boston, United StatesUniversity Relationship Manager ($30-35/hr) · We are seeking an experienced and dedicated University Relationship Manager to join a prestigious educational institution's Master of Finance program. This role involves managing analyst-level recruiting relationships, ensuring stron ...
-
Client Relationship Manager
3 weeks ago
DGA Careers Boston, United StatesAre you ready to swap the sales hustle for a role that thrives on solid client connections and expert risk management counsel? Dive into an exciting position where nurturing long-term relationships and offering tailored insurance solutions is the game, and you are the player We'r ...
-
Relationship Manager IV
2 weeks ago
M&T Bank Boston, United StatesOverview: · Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of significant intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point o ...
-
Commercial Relationship Manager
4 weeks ago
M&T Bank Boston, United StatesOverview: Responsible for an assigned portfolio of loan and/or deposit relationships with major businesses in the community. Solicits new business, cross sells, administers and services existing business relationships.Primary Responsibilities: Services customers seeking loan and/ ...
-
Relationship Manager IV
1 week ago
Wilmington Trust Boston, United StatesOverview: · Manages client relationships and daily administration of assigned Global Capital Markets (GCM) accounts of significant intricacy, complexity and risk, including all administrative, operational and risk management activities for GCM transactions. Serves as main point ...
-
Business Relationship Manager
3 weeks ago
Christian Science Inc Boston, United StatesDepartment: Office of the CIO, IT Operations GroupSUMMARYThe Business Relationship Manager (BRM) promotes customer satisfaction by representing the IT Operations Group to customers and building relationships that generate insights for the entire OCIO department. As the "face of I ...
-
Relationship Management Analyst
3 weeks ago
HighVista Strategies Boston, United StatesFirm Background · HighVista Strategies is a Boston-based investment firm with approximately $10 billion in assets under management and 70 employees. We were founded in 2004 and have been managing funds since 2005 for a variety of institutional investors including sovereign wealt ...
Relationship Manager - Boston, United States - Trove Family Office
2 weeks ago
Description
Company Overview
Trove is an administrative financial services company that understands the complex needs of highnet-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-today, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America
At Trove we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork. Interested? Read more about the day-to-day responsibilities of our Relationship Manager role below
Job Description
As a Relationship Manager at Trove, within our Family Office division, you will be a key leader in our organization, responsible for taking ownership of client engagements, team development, and certain business processes. Your command of our core values and dedication to service excellence will play a vital role in our continued success. Additionally, your ability to understand overall business strategies and drive business development will contribute to our growth.
Responsibilities include, but are not limited to:
Qualifications, Skills & Experiences for Success:
Compensation:
Trove Family Office offers outstanding compensation packages where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more. We offer team rotation opportunities, specialized educational courses and seminars, company events, senior mentor programs and community services events.
Location:
The position will be based in of Trove's Boston, MA, Office
Equal Opportunity Employer
Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.
