-
Swiss Private Banker/ Relationship Manager
2 weeks ago
AP Executive New Providence, United StatesJob Description · Job DescriptionTired of city life? An international private bank based in Bahamas, is seeking to hire a Senior Swiss Private Banker / Relationship Manager to be based in its Nassau office. · The role is offering dual client booking solutions (Bahamas and Switzer ...
-
VP, Relationship Manager
1 month ago
Customers Bank Providence, United States Full timeAt Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and executi ...
-
Client Relationship Manager
4 days ago
WorkTrust Solutions Cumberland, United StatesClient Relationship Manager · About WorkTrust Solutions · WorkTrust Solutions is a professional services staffing firm specializing in ERP (Enterprise Resource Planning), EPM (Enterprise Performance Management), and Business Intelligence/Analytics. We leverage a strict quality co ...
-
Relationship Manager
4 days ago
Springs Window Fashions Norwood, United States· Job Description: Upbeat energetic self-motivated individual who can development relationships with our current business partners and train our partners associates to grow sales and get them excited about Sunburst Shutters and Polywood Shutter · Daily Responsibilities: · Punch ...
-
Investment Relationship Manager
5 days ago
Fidelity TalentSource LLC Smithfield, United States· Job Description: · Investment Relationship Manager · The Role · The Financial Institutions Group (FIG) within the Intermediary Investment Client Group (IICG) is seeking an Investment Relationship Manager (IRM) for coverage of alternative analyst and product teams at leading we ...
-
Customer Relationship Manager
2 weeks ago
CACI Bristol, United StatesCustomer Relationship Manager (CRM)Job Category: Project and Program ManagementTime Type: Full timeMinimum Clearance Required to Start: SecretEmployee Type: RegularPercentage of Travel Required: Up to 50%Type of Travel: Local* * *What You'll Get to Do: · The ESD Liaison will supp ...
-
Relationship Manager
1 week ago
FarSounder Inc Warwick, United States**Description**: · Are you looking for a career where you'll be part of a small, dynamic team? Are you a good communicator and love meeting new people? Are you a creative thinker? Do you enjoy engaging in a variety of tasks and learning new things? Then this position may be for y ...
-
Sales Engineer
3 weeks ago
Fusion Dynamics Providence, United StatesDo you enjoy sharing your enthusiasm with customers, love achieving success, and are excited to join a motivated team? Come join us We are currently seeking a Sales Engineer (m/f/d) for our location in Berlin-Adlershof, starting as soon as possible. In this role, you will: · - C ...
-
MD, Business Banking Relationship Manager
2 weeks ago
Webster Bank Massachusetts, United States Full timeIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial ban ...
-
Business Banking Relationship Manager
3 weeks ago
Webster Bank Brockton, United StatesIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial ban ...
-
Maritime and Coastal Client Relationship Manager
2 weeks ago
GHD Bridgewater, United StatesThere's no pledge more important than the one we make to look after our environment, and we're committed to helping you do exactly that · Join us as we strive to ensure a sustainable future for our communities and the world we live in. · Become part of our global network of ski ...
-
Private Client Relationship Manager
2 days ago
Webster Bank Bristol, United StatesIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial ban ...
-
Commercial Relationship Manager III
3 weeks ago
Eastern Bank Brockton, United StatesPURPOSE/OBJECTIVE: · The Relationship Manager (RM) III is highly independent and is considered a subject matter expert with significant experience and knowledge. The RM III will have a highly developed sense of deal quality and be comfortable discussing sophisticated transactions ...
-
Quantum Ventures Briggs, United StatesAbout the Company · We are an independent consulting firm for occupational pension schemes. Our focus is on occupational pension schemes. Employers receive a complete service package for occupational pension schemes from us. With our own actuarial department, we create expert opi ...
-
Business Banking Relationship Manager II
1 week ago
Citizens Westwood, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending an ...
-
Business Banking Relationship Manager I
1 week ago
Citizens Financial Group, Inc. Franklin, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with p Relationship Manager, Business ...
-
Vendor Relationship Manager
3 weeks ago
Computershare Canton, United StatesJob Description · Location: Canton, MA, Jersey City, NJ, New York, NY, Louisville, KY, St Paul, MN, Columbia, MD, Houston, TX, Edison, NJ, Charlotte, NC, Hybrid · We're committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the ...
-
Business Banking Relationship Manager II
1 week ago
Citizens Westwood, United StatesAt Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, youll deepen relationships with your clients by collaborating with peers across banking, lending an ...
-
Vendor Relationship Manager
4 weeks ago
Computershare Canton, United StatesJob DescriptionLocation: Canton, MA, Jersey City, NJ, New York, NY, Louisville, KY, St Paul, MN, Columbia, MD, Houston, TX, Edison, NJ, Charlotte, NC, Hybrid We're committed to your flexibility and wellbeing and our hybrid strategy currently requires two days a week in the office ...
-
Business Banking Relationship Manager II
5 days ago
Citizens Financial Group, Inc. Westwood, United States· At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you'll deepen relationships with your clients by collaborating with peers across banking, lendin ...
Client Relationship Manager - Providence, United States - Skwealth
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
SK Wealth Management, LLC, a comprehensive personal financial planning and investment management services firm, located in Providence, RI, is currently seeking a qualified individual to serve as aClient Relationship Manager
to work as part of the SK Wealth team to deliver the outstanding advice and service we've become known for.
Be an integral part to our Diamond Team approach to serving our clients. This structure allows us to accommodate continued growth while providing a clear career path for our team members.
Have the opportunity to lead client relationships and the development of their plans along with financial planners and associate financial planners on the client team
Coordinate with our clients' other professionals (attorneys, accountants, etc.) to ensure clear communication and implementation of financial planning strategies
Foster relationships with other professionals and with our client base in an effort to generate referrals for prospective clients
Utilize our top of the line tech tools to efficiently provide value to our clients
CRM – Advisor Engine
Financial Planning Software – eMoney
Risk Tolerance Questionnaire – Orion Risk Intelligence
Portfolio Management – Orion
Tax Analysis – Holistiplan
About our process:
Our financial planning process, The Integrated Financial Advantage is intentionally designed to cover all aspects of a clients' financial life.
Over the past 25 years, this process has continuously provided value for our clients which has allowed us to grow into the award-winning firm we are today.
As this process covers investment planning, tax planning, estate planning, risk management, education funding, and charitable giving, a qualified candidate will already have experience in these areas.
If you are looking for a sales position, this is not the job for you.However, if you are looking to join a dynamic team of financial planners that will provide you with an opportunity to grow, learn, and sharpen your skills, this is a great opportunity.
If you've been looking for your next big opportunity, you can stop looking now.Skills critical to success in this role include:
Excellent communication skills, the ability to define objectives, assess probabilities, and establish specific priorities; as well as the ability to quantify rank order priorities to develop complex strategies for clients.
Additional skills required are the ability to itemize procedures and bring focus and closure to projects to ensure that clients' goals are met, and effective financial planning strategies are created.
Candidates should have:
The CERTIFIED FINANCIAL PLANNER (CFP) designation
At least ten years' experience working in the financial services area
Bachelor's degree is required
Experience with working with retirement plan design and retirement plan participants is also preferred
SK Wealth Management, LLC, an affiliate of Sansiveri, Kimball & Co., LLP, has recently been recognized as one of the "2023 Best Places to Work" by Providence Business News and Best Companies Group.
Sansiveri is also a nine-time recipient of the "When Work Works/Alfred P.Sloan Award for Workplace Flexibility" – this award ranks our Firm in the top 20% of employers nationally in terms of programs, policies, and culture for creating an effective and flexible workplace.
SKWealth offers a highly professional and employee-friendly workplace with competitive salary, benefits, and opportunities for advancement.#J-18808-Ljbffr