Palmer Group is partnered with our wealth management client, and we are seeking a dynamic, client-focused Senior Relationship Manager to join our team. The ideal candidate will have a strong background in wealth management and a passion for building and maintaining client relationships. As a Relationship Manager, you will be responsible for preparing for client meetings, building relationships with clients, and supporting advisors.
Work model:
- On-Site
- Monday – Thursday, 8:00 am – 5:00 pm
- Friday, 8:00 am – 4:00 pm
What you will do:
- Develop and maintain strong relationships with clients
- Support advisors with questions and account service needs from clients
- Prepare for client meetings through document preparation and reviewing reports
- Collaborate with internal teams to deliver comprehensive financial plans
- Review and process trades for clients
- Ensure compliance with all regulatory requirements and company policies
What you will need to be successful:
- Bachelor’s degree in finance, business, or a related field
- Minimum of 3-5 years of experience in wealth management
- Previous leadership experience is preferred
- Strong knowledge of investment products and financial planning
- Excellent communication and interpersonal skills
- Proven ability to build and maintain client relationships
- FINRA Series 7 and 66 are a plus
- Experience working with CRM, Morningstar Office, Black Diamond, and/or eMoney a plus
Benefits overview:
- Dental, health, and vision insurance
- 401k
- PTO
Interested and qualified candidates can contact Palmer Group at (515) 225-7000 or email resumes@thepalmergroup.com.
