The Relationship Manager supports advisors by facilitating client meetings, managing account documentation, and executing investment trades. They serve as a primary liaison to ensure client financial goals are met while maintaining regulatory compliance.
Relationship Manager Reports to: Wealth Management Advisor Status: Exempt REMOTE POSITION
As a Relationship Manager at Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors. You will work closely with our advisory team and clients, ensuring that their financial goals and needs are met. This multifaceted role encompasses several key responsibilities and expectations:
Responsibilities:
Attend client meetings and provide valuable support to advisors by gathering necessary information and facilitating smooth interactions
Create follow-up tasks based on client meetings and inquiries, ensuring their prompt completion by either the Relationship Manager or the back office team
Collaborate with advisors to execute trading orders and effectively manage client investment portfolios
Meticulously track and report the status of outstanding tasks, providing advisors with up-to-date information about progress and outstanding client requests
Manage client accounts from initial opening to ongoing servicing, including document gathering, account setups, and comprehensive client support
Gather, organize, and clarify client information to support financial planning analyses and projections.
Conduct client outreach and follow-up to assist with the implementation of advisor recommendations and planning action items.
Ensure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactions
Collaborate with advisors, back office staff, and other team members to provide a seamless and exceptional experience
Serve as a key liaison between advisors and clients throughout the financial planning process by collecting and validating financial information, preparing documentation for planning analyses, and coordinating client follow-up to support the timely implementation of financial planning recommendations.
Skills and Experience:
3+ years recent industry experience (required)
Familiarity with Salesforce preferred
Knowledge of Fidelity custodial platform/Wealthscape (required)
Industry licensing (not required)
Excellent interpersonal and communication skills
Strong organizational and multitasking abilities
Proficiency in financial software and tools
Dedication to maintaining client confidentiality and trust
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