Client Relationship Manager - Portsmouth - Steward Partners

Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and platinum level service to our client's and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering platinum level client service with an unwavering commitment to excellence.

POSITION OVERVIEW:

The Relationship Manager is a client facing role responsible for supporting a team of Financial Advisors by independently analyzing client portfolios and using discretion and independent judgment to develop solutions and strategies for clients. In addition, the role serves as the lead team administrator responsible for directing the administrative and operational functions, client service model and business initiatives of the team. The Relationship Manager can solicit business on behalf of the Financial Advisor.

The Relationship Manager has primary duties which include those directly related to management or general business operations, and the exercise of discretion and independent judgment on matters of significance. Duties of the Relationship Manager include but are not limited to:

JOB DUTIES & RESPONSIBILITIES:

Relationship Management & Client Development

• Independently develop, and lead others in, the client service model including a standard of client care that aligns with the team's overall operation, philosophy and strategic business goals
• Independently develop procedures for solving client concerns (logistical, administrative, etc.) and follow through on resolution of client service projects and operational issues
• Lead team to establish and cultivate relationships with new clients and existing clients
• Assume ownership of escalated and complex client concerns through research, leveraging resources and relationships and then, using independent judgment and discretion, determine the appropriate actions/resolutions required including assessing and determining potential risks to the Firm
• Independently develop, implement and communicate new team procedures, products and portfolio enhancements to clients
• Serve as the lead subject matter expert, exercising discretion and independent judgment on a wide variety of different client service, logistical, operational, and administrative topics
• Partner with the Advisor in developing business plans and marketing strategies including independently identifying and targeting prospective clients and/or creating or planning the content of seminars
• Cultivate and develop relationships with Raymond James teams and departments
• Perform administrative duties that directly guide and assist Financial Advisors in daily operation or business practices, including direct business operational functions which include onboarding new client accounts, collecting required documentation and client information, processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
• Independently delegate and allocate work among a team of two or more full-time employees
• Maintain team oversight responsibilities through training team members, determining group workflow and offering input on staff performance

Portfolio Research & Design (on behalf of Financial Advisor/Team):

• Independently develop portfolios and strategies along with being responsible for implementation strategy
• Independently review and develop recommendations for the FA/Team as to the appropriate benchmarks for the current asset allocation
• Provide and maintain written justification for the changes that we have made to model portfolio
• Analyze and use discretion to recommend replacements for ETFs, mutual funds and alternative investments
• Analyze annuity holdings and use discretion to make appropriate changes if necessary, to the underlying positions
• Build prospect portfolio proposals and create portfolio recommendations
• Prepare portfolio reviews, participate in client meetings with Financial Advisor to discuss investment strategy options

Financial Planning

• Use Goal Planning & Monitoring (GPM) to analyze the financial situation of clients and prospects in order to identify potential gaps and risks in their current planning strategies, taking into account investment goals and limitations
• Engage clients in detailed and sophisticated discovery to uncover additional opportunities to deepen the client relationship and acquire new assets
• Based on GPM analysis, design and present strategic wealth planning recommendations to clients and prospects on behalf of the Financial Advisor/Team exercising discretion to make updates as necessary
• Educate clients and prospects on different financial planning investment strategies, guidelines, and regulations
• Discover potential investment opportunities related to the client's planning process
• Use discretion to determine the appropriate products and services to provide guidance on to clients
• Provide clients with market and stock research assistance

SKILLS, EXPERIENCE & QUALIFICATIONS

• Bachelor's Degree in Business or in related field is preferred
• Minimum of 10 years of work experience in a field relevant to the position
• Active FINRA Series 7, 63 and 65
• Accredited Asset Management Specialist (AAMS) or Certified Financial Planner (CFP) preferred
• Life and health licenses as required
• Highly detail-oriented with superior organizational skills and ability to prioritize tasks
• Follow-up to ensure resolution and completion of tasks
• Team player with the ability to collaborate with others
• Effective written and verbal communications skills
• Excellent analytical, problem solving and critical thinking
• Independent self-starter who can manage multiple activities to defined deadlines
• Highly skilled in Microsoft Excel, PowerPoint, and Word

Reports To:

Market Business Director