Relationship Manager

Advanced Branch Support is seeking a highly motivated professional to deliver elevated, concierge-style support of our top practices. The Relationship Manager is responsible for building and maintaining strong and trusting relationships with our top producing branch teams, serving as a dedicated partner with the branch team and acting as strategic and operational support for their complex initiatives.

What You Will Do:

• Consistently demonstrate an advanced level of service excellence with the ability to leverage different knowledge areas to problem solve, provide thorough solutions, and alternatives.

• Must be able to identify complex issues and pain points and communicate clearly and effectively influence to yield positive business results.

• Provide innovative solutions by identifying additional value and capacity add services with the ability to strongly partner in a confident manner to ensure a trusting relationship with Financial Advisors and all branch staff.

• Anticipate and recognize client and advisor needs, identify opportunities to create efficiencies and resolve requests with urgency and accuracy.

• Responsible for establishing, owning, and maintaining a deeper relationship with top branch teams, including attending branch meetings with some travel necessary for branch visits.

• Identify, build, and maintain stakeholder relationships to improve the department’s effectiveness by identifying potential process changes, improvements, and enhancements, and supporting new team, department and firmwide initiatives.

• Responsible for continuous learning and development through department emails, helping to organize and lead team/department meetings, and continuing education sessions for knowledge areas of interest to our top branch teams.

What Experience You Will Need:

• Proficient in Microsoft Office 365 (Word, Excel, PowerPoint, Outlook, Teams)

• Bachelor’s degree in business or related field or equivalent work experience.

• 5+ years of experience in financial services, client support, private banking, or wealth management preferred.

What will set you apart:

• Series 7 and 66

• Previous concierge or High Net Worth/Top Practice support experience

Candidates that live within a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week