Advisor Relationship Manager

Position: ADVISOR RELATIONSHIP MANAGER
Location: Fairport

Summary

As an Intermediary Distribution Group Relationship Manager, you will work largely independently and will serve as a point of contact within the Asset Management Client Services Team for the Intermediary Distribution Group (IDG). You will work in tandem with the appropriate internal and external Advisor Consultant Teams and be responsible for high-level financial advisor communications, relationship building, and monitoring across all product lines.

You will report to the Director of Asset Management Services.

Responsibilities

* Responsible for providing superior service to our third-party advisors as well as and to end clients when appropriate

* Develop a strong understanding of all service offerings and investment products available to third-party advisors

* Initiate new account documents, cancellations, investment objective changes, and other client directives, ensuring all necessary criteria are gathered for the completion of the activity at every stage and across functional areas

* Coordinate with internal business units and service providers to ensure third-party advisor and client requests are fulfilled timely and accurately

* Provide critical review of incoming correspondence (i.e., trading directives and actionable items)

* Research and resolve problems or issues

* Facilitate information exchange between internal departments and external parties regarding changes/updates

* Promote collaborative, comprehensive, and coordinated client communication across all product lines to ensure positive client experience

* Assist in the training of new team members on practices and procedures

* Act as a backup for team coverage

* Additional initiatives and projects as assigned

Qualifications

* Bachelor's degree with an emphasis in finance, business, economics, or pre-law preferred

* Minimum 3 years financial services industry experience

* Working knowledge of broker dealer and RIA operations preferred

* Excellent written and verbal communication skills

* Ability to work in a fast-paced customer service environment with high attention to detail

Perks

* Health, dental & vision insurance

* Employer HSA contribution

* Opt out credit

* 401k employer match

* Paid volunteer days

* Gym reimbursement

Compensation: $63-68k expected base salary