We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Plano, TX office.
The Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families, and institutions.
The successful candidate will have a demonstrated track record of both educational and professional achievement, with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.
Responsibilities
Act as the primary liaison between high-net worth (HNW) clients, investment professionals, and other members of the service support team to provide clients with a personalized, high-touch service experience.
This includes frequent interaction with HNW clients and prospects both verbally and in writing.
- Research and respond to routine-to-complex HNW client inquiries in a timely fashion.
- Participate in client meetings as directed by the assigned wealth advisor and / or present on relevant service engagements.
- Partner with clients, wealth advisory, and central operations teams in the establishment of new accounts including general account setup and alternative subscription documents.
- Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners, and leading welcome and training calls for new clients.
- Request, execute, and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations, and other special requests as needed.
- Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases.
- Participate in team meetings and collaborate with advisor and operations leadership teams on projects and / or initiatives designed to streamline firm policies and procedures.
- Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Interested Candidates : Please click on the link below to apply. Please ensure your resume is uploaded prior to completing the process.
J-18808-Ljbffr
Health Claims Relationship Manager
Health Claims Relationship Manager. Health Claims Third Party Relationship Manager?. Health Claims Third Party Relationship Manager. Dependent on workload, the position may support other health claim TPA relationships and group support for Globe Life. ...
Relationship Manager - Plano
Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic thinker strike a chord with you? Look no further; a Relationship Manager Associate at Capital One is the opportunity for both! This role will facilitate strong partnerships with dealers ...
Partner Relationship Manager II
The Partner Relationship Manager II is the strategic interface between partners and Alkami. The ideal candidate has previous experience as a Partner Manager, building and managing and Partner relationships with SaaS companies focused on the financial services space. Our partner program facilitates m...
Business Relationship Manager Senior Deepening - Vice President
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a ...
Commercial Card- Relationship Manager- Payments- Vice President
As a Relationship Manager on our Commercial Card team, you will cover a small portfolio of the firm’s largest and most complex Commercial Card clients. You will cultivate strong relationships with both your clients and with internal stakeholders by working closely with coverage partners that own the...
Health Claims Relationship Manager
Health Claims Third Party Relationship Manager?. Health Claims Third Party Relationship Manager. Dependent on workload, the position may support other health claim TPA relationships and group support for Globe Life. Ability to manage projects or processes with limited oversight from manager a must. ...
Retail Auto Relationship Manager
Wells Fargo is seeking a Retail Auto Relationship Manager to cultivate and maintain auto dealer relationships within the assigned market territory. Develops and implements procedures to improve relationships if needed while also maintaining profitable relationships. Understands the profitability and...
Pharmacy Relationship Manager
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. We are now seekingPharmacy Relationship Managers in your area!. What does a Pharmacy Relationship Manager do?. We are currently hiring Pharmacy Relationship Manage...
Sr Middle Market Relationship Manager
Reporting directly to the Market President, the Senior Relationship Manager will have experience within the Commercial Banking line of business and enable the company’s financial results by driving new relationships, new loan fundings, new deposits, PxV, and Commercial Card spend. We build long-last...
Senior Relationship Manager-Commercial
The Ag Relationship Manager leads a team of professional product specialists who collectively shape solutions to entice prospective companies to award new business to UMB. The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial Card professionals, a...