Career Opportunities >> Relationship Manager
Relationship Manager
Summary
Title:Relationship Manager
ID:2257
Job Type:Full-time/exempt (salaried)
Company:RDV Corporation
Description
The Opportunity
The Relationship Manager (RM) will lead the coordination of financial services to provide a seamless delivery of outstanding client experiences and outcomes. The RM will be responsible for a select group of clients, advising them to help them meet their financial goals and objectives, as well as educating and enabling them to make informed financial decisions. This position will collaborate and communicate extensively with both internal and external professionals. 

Culture of Care
As an employee of RDV Corporation, you will experience a workplace that is founded on the respect and well-being of others – our employees, their families, and the families that we serve. Located in the heart of downtown Grand Rapids, we are a team of highly competent professionals who are gracious and trustworthy.

Duties and Responsibilities

Effectively lead coordination and facilitation of client financial services, including:

  • Estate planning, including wealth transfer planning and trust planning and administration
  • Financial planning, including long-term modeling and annual cash flow planning
  • Risk and personal asset management
  • Tax planning and administration
  • Treasury management and reporting, including banking relationships and financial reporting
  • Investment support, including liaison with Ottawa Avenue Private Capital and branch offices

Manage and lead client relationships, including:

  • Serve as the main point of contact for clients, holding numerous client meetings and keeping open lines of communications
  • Develop a complete and ongoing understanding of clients’ objectives and goals and ensure recommendations and counsel provided is productive and consistent
  • Display a comprehensive understanding of the “total picture”; communicating and collaborating with internal and external experts when appropriate
  • Cultivate strong working relationships with client contacts. Demonstrate ability to add value by anticipating possible solutions and partnering with client to implement
  • Ensure overall client satisfaction by facilitating efforts of service team, coordinating resources to ensure timely delivery and issue resolution, effectively communicating client concerns/needs
  • Manage communications and activities to ensure resolution of all issues and to provide a seamless delivery of services and outcomes; retain communications and documents as needed
  • Create financial modeling and presentations
  • Educate clients on emerging issues, regulatory/tax changes, and other external events, advising the clients of the impact on their finances

Assist in shaping an evolving client service strategy, including responsibilities such as:

  • Serve as a key member of the comprehensive Client Service Team
  • Openly and pro-actively share information regarding pertinent family information, interactions, and assignments with the Chief Financial Officer, as well as with the Client Service Team, as appropriate to help everyone best serve the clients
  • Search and propose recommendations for financial planning software and potentially a CRM solution
  • Lead the development of a client portal
  • Create a strategy around financial learning opportunities, including sourcing and potentially assisting in the creation of financial learning plans and materials
  • Improve and document processes to be consistent and scalable
Elements of Success
  • At least 10 years experience in the financial services industry, with direct client relationship management for a minimum of 3 years
  • MBA preferred, Bachelor’s degree in Finance and/or Accounting related field required
  • CFP or CPA certification strongly preferred
  • Working knowledge of estate and tax planning, as well as risk management
  • Proven ability to work with private clients in a collaborative, team-based environment
  • Proven superior skills in collaboration, delegation, and leadership necessary to service the client relationship
  • Demonstrated excellent interpersonal, communication, and presentation skills, both written and oral which transcends to diverse audiences with clients at all levels of financial knowledge and acumen
  • Ability to analyze complex problems and recommend appropriate and productive solutions
  • Experience with financial planning and modeling techniques and software
  • Demonstrated track record of implementing technology solutions or expertise in utilizing and interest in technology
  • Excellent organizational skills, including ability to multi-task and follow through
  • Uncompromised commitment to the highest level of integrity and confidentiality
  • Must be highly motivated and solution-oriented with a high degree of integrity, ethics, discretion, and dedication to the mission of the organization
  • Must be able to work an irregular schedule, evenings or Saturdays as needed, with additional hours and travel during peak times or as required

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