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 advising clients 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
At RDV Corporation, we recruit only the most talented people who are highly capable, energetic, positive, results focused, and who naturally contribute to a premier service-oriented culture. In turn, our employees experience competitive compensation and comprehensive benefits programs that enhance their lives and experiences. They also enjoy a workplace that is meaningful, engaging, and collaborative; a place where they can grow their career in the vibrant heart of downtown Grand Rapids, MI.

Duties and Responsibilities

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

• Financial planning, long-term modeling and annual cash flow planning
• Treasury management and reporting, including banking relationships and financial reporting
• Investment support, including liaison with Ottawa Avenue Private Capital and branch offices
• Delivery of risk and personal asset management services
• Communication in the collection of information required for tax compliance services
• Support of client communication process regarding estate planning and trust administration services

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 and advise clients on their potential financial impact resulting from emerging issues, as well as regulatory and tax changes.

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 Executive Officer, Chief Financial Officer, and 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