Vice President, Client Relationship Manager
New
Based in the United StatesFull-TimeVp
Salary not disclosed
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Job Details
- Experience
- 2+ years
- Required Skills
- Client relationship managementCRMFinancial analysis
Requirements
- Bachelor’s degree in Finance, Business, Economics, or a related field
- 2+ years of experience in wealth management, financial services, or a related client-facing financial role
- 2+ years of experience in a client-facing capacity with strong relationship management skills
- Certified Financial Planner (CFP) designation required
- Strong analytical skills with the ability to interpret financial, investment, and tax-related data
- Excellent communication skills with a strong focus on client service and relationship building
- High attention to detail with the ability to manage multiple tasks in a fast-paced environment
- Strong organizational skills and comfort working with financial systems, reporting tools, and CRM platforms
- Ability to work collaboratively with senior advisors while maintaining ownership of assigned responsibilities
- Strong sense of accountability, professionalism, and discretion when handling sensitive client information
Responsibilities
- Serve as the primary support contact for the Senior Wealth Manager’s client base, managing inquiries, follow-ups, and ongoing relationship needs
- Prepare client-facing materials, presentations, and reports for both prospective and existing client meetings, including financial and investment analyses
- Coordinate investment execution, including portfolio allocations, rebalancing activities, and trade implementation as directed
- Monitor and manage client cash positions to ensure proper funding for investment and operational needs
- Execute and reconcile trades while ensuring accuracy and compliance with firm policies and procedures
- Maintain a deep understanding of investment strategies, allocation frameworks, and compliance requirements
- Schedule and coordinate client meetings and engagements for the Senior Wealth Manager
- Document client interactions, track tasks, and maintain accurate records within the firm’s CRM and reporting systems
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