Client Relationship Manager

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 DevelopmentIndependently 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 goalsIndependently develop procedures for solving client concerns (logistical, administrative, etc.) and follow through on resolution of client service projects and operational issuesLead team to establish and cultivate relationships with new clients and existing clientsAssume 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 FirmIndependently develop, implement and communicate new team procedures, products and portfolio enhancements to clientsServe as the lead subject matter expert, exercising discretion and independent judgment on a wide variety of different client service, logistical, operational, and administrative topicsPartner 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 seminarsCultivate and develop relationships with Raymond James teams and departmentsPerform 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 dateIndependently delegate and allocate work among a team of two or more full-time employeesMaintain team oversight responsibilities through training team members, determining group workflow and offering input on staff performancePortfolio Research & Design (on behalf of Financial Advisor/Team):Independently develop portfolios and strategies along with being responsible for implementation strategyIndependently review and develop recommendations for the FA/Team as to the appropriate benchmarks for the current asset allocationProvide and maintain written justification for the changes that we have made to model portfolioAnalyze and use discretion to recommend replacements for ETFs, mutual funds and alternative investmentsAnalyze annuity holdings and use discretion to make appropriate changes if necessary, to the underlying positionsBuild prospect portfolio proposals and create portfolio recommendationsPrepare portfolio reviews, participate in client meetings with Financial Advisor to discuss investment strategy optionsFinancial PlanningUse 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 limitationsEngage clients in detailed and sophisticated discovery to uncover additional opportunities to deepen the client relationship and acquire new assetsBased 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 necessaryEducate clients and prospects on different financial planning investment strategies, guidelines, and regulationsDiscover potential investment opportunities related to the client's planning processUse discretion to determine the appropriate products and services to provide guidance on to clientsProvide clients with market and stock research assistanceSKILLS, EXPERIENCE & QUALIFICATIONSBachelor's Degree in Business or in related field is preferredMinimum of 10 years of work experience in a field relevant to the positionActive FINRA Series 7, 63 and 65Accredited Asset Management Specialist (AAMS) or Certified Financial Planner (CFP) preferredLife and health licenses as requiredHighly detail-oriented with superior organizational skills and ability to prioritize tasksFollow-up to ensure resolution and completion of tasksTeam player with the ability to collaborate with othersEffective written and verbal communications skillsExcellent analytical, problem solving and critical thinkingIndependent self-starter who can manage multiple activities to defined deadlinesHighly skilled in Microsoft Excel, PowerPoint, and WordReports To:Market Business Director