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    Relationship Manager II - Dallas, United States - Avantax Wealth Management

    Avantax Wealth Management
    Avantax Wealth Management Dallas, United States

    2 weeks ago

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    Description

    We love finance, software, and (believe it or not), taxes - that's why we love what we do At Avantax, we celebrate our diverse experience and unique contributions and use our combined knowledge to blaze new trails in tax-focused investing. As individuals, we contribute valuable insight from our career history to achieve the Avantax mission. As a team, we work together to make a real impact and have a lot of fun along the way. Our collaborative work features decades of expertise in wealth management.

    We bring our unique experiences together to form the heart of Avantax - working in unison toward the goal of creating services that make it easy for clients and professionals to pursue their financial and business goals. At Avantax, we are committed as a company and individuals to the diversity, equity and inclusion of our clients, team members and the communities in which we work.

    Are you an innovative problem-solver who's eager to take on new challenges, collaborate with diverse team members and achieve excellence? If so, life at Avantax may be the opportunity for you.

    Position Summary

    Avantax is seeking a Relationship Manager II - Transition Services who will be responsible for direct contact and communication with high-value prospects and newly affiliated high-value advisors, transitioning their practice to Avantax. This person is the quarterback who oversees all aspects of the transition, delivering an unparalleled, white-glove experience.

    Essential Duties & Responsibilities

    The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

    • Establish and maintain meaningful working relationships with financial advisors and their staff.
    • Customize transition plans based on the advisor, staff, office operations, and culture.
    • Drive pull-through of assets to convert onto the Avantax platform that aligns with business objectives, subject to change quarterly.
    • Efficiently manage multiple projects at various stages.
    • Develop weekly progress reporting personalized to individual advisor effectiveness.
    • Product mapping, including quality replacements for non-transferable assets.
    • Resolve escalated issues and ensure operational procedures are properly maintained and followed.
    • Able to work independently and as part of a team on moderately complex and complex issues and projects.
    • Other job duties as defined.
    Education & Experience
    • BA or BS in Business or related field.
    • FINRA Series 7 & 63 are preferred.
    • 5+ years of experience in sales and operational roles with demonstrated success in achieving goals.
    • Project and/or relationship management experience preferred.
    • Ability to articulate feedback in a way that others can comprehend.
    • Experience partnering with leadership on various campaigns.
    • Exceptional presentation skills and demonstrated leadership characteristics.
    • Results-oriented and proactive with the ability to balance multiple high-priority initiatives/projects concurrently.
    • Up to 25% travel.
    Physical Demand & Work Effort
    • Keying/typing, standing, walking.
    • Sitting for an extended period.
    • Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
    • The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
    • Compliance with company attendance standards.
    Comprehensive Benefits

    We offer a competitive salary, and an outstanding benefits package that includes medical, dental, vision, life insurance, paid vacation and sick days, paid holidays, tuition reimbursement, and 401(k) with company match.

    #Avantax

    At Avantax, we believe our work benefits from the diverse perspectives of our employees. As such, Avantax welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment. At Avantax, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

    Avantax and its business lines, Avantax Wealth Management and Avantax Planning PartnersSM are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under federal or state law.

    Avantax considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need-to-know basis or as required by law.

    If you need assistance or accommodation due to a disability, you may contact us at , or by calling to speak with a member of the HR Talent Acquisition team.
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