Beacon Pointe
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Relationship Manager
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Beacon Pointe 3 days ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
Beacon Pointe Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Columbia, MD office. The Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Columbia, MD office. The Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Responsibilities
Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing. Research and respond to routine-to-complex HNW client inquires in a timely fashion. Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements. Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients. Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed. Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures. Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
4+ years relevant experience Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team environment Proficiency in Microsoft Office applications is a must Experience using eMoney and Salesforce is a plus.
About The Beacon Pointe Family Of Companies
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including
Forbes, Financial Advisor Magazine, Barron’s,
and more. For more information, please visit
Awards Disclosures . Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Sales and Business Development Referrals increase your chances of interviewing at Beacon Pointe by 2x Get notified about new Relationship Manager jobs in
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Relationship Manager
role at
Beacon Pointe 3 days ago Be among the first 25 applicants Join to apply for the
Relationship Manager
role at
Beacon Pointe Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Columbia, MD office. The Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. Job Description
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Relationship Manager in our Columbia, MD office. The Relationship Manager will join a highly talented team of wealth management and client service professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
Responsibilities
Act as the primary liaison between high-net worth (HNW) clients, investment professionals and other members of the service support team to provide clients with personalized, high-touch service experience. This includes frequent interaction with HNW clients and prospects both verbally and in writing. Research and respond to routine-to-complex HNW client inquires in a timely fashion. Participate in client meetings as directed by the assigned wealth advisor and/or present on relevant service engagements. Partner with clients, wealth advisory and central operations teams in the establishment of new accounts including general account set up and alternative subscription documents Assist with relationship onboarding tasks such as requesting account paperwork, tracking setup via custodian partners and leading welcome and training calls for new clients. Request, execute and confirm account maintenance tasks including deposits, cash disbursements, performance reporting, account terminations and other special requests as needed. Maintain and update client files utilizing internal systems including Salesforce CRM and Tamarac portfolio management databases Participate in team meetings and collaborate with advisor and operations leadership teams on projects and/or initiatives designed to streamline firm policies and procedures. Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Qualifications
4+ years relevant experience Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team environment Proficiency in Microsoft Office applications is a must Experience using eMoney and Salesforce is a plus.
About The Beacon Pointe Family Of Companies
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including
Forbes, Financial Advisor Magazine, Barron’s,
and more. For more information, please visit
Awards Disclosures . Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Sales and Business Development Referrals increase your chances of interviewing at Beacon Pointe by 2x Get notified about new Relationship Manager jobs in
Columbia, MD . Washington, DC $60,000.00-$90,000.00 1 month ago Washington, DC $123,241.00-$156,419.00 3 weeks ago Relationship Manager I - Business Banking
Washington, DC $71,500.00-$127,400.00 2 weeks ago Relationship Manager I - Business Banking
Washington, DC $71,500.00-$127,400.00 1 month ago Relationship Manager I - Business Banking
Washington DC-Baltimore Area $135,000.00-$175,000.00 1 week ago Sr. Relationship Manager - PNC Private Bank
Relationship Manager I - Business Banking
Baltimore, MD $71,500.00-$177,100.00 1 month ago Washington DC-Baltimore Area $70,000.00-$140,000.00 2 weeks ago Territory Account Executive - Washington DC
Washington, DC $134,000.00-$196,000.00 3 days ago Washington DC-Baltimore Area $110,000.00-$120,000.00 3 weeks ago Baltimore, MD $71,500.00-$177,100.00 1 month ago Baltimore, MD $100,000.00-$135,000.00 3 weeks ago Washington, DC $56,500.00-$70,000.00 3 months ago Manager, Technical Account Management, Public Sector
Washington, DC $100,000.00-$190,000.00 4 days ago Washington, DC $120,000.00-$180,000.00 4 days ago Washington, DC $78,970.00-$126,140.00 2 months ago Washington, DC $60,000.00-$72,000.00 2 days ago Silver Spring, MD $60,000.00-$75,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr