RELATIONSHIP MANAGER
ST. LOUIS, MO
Position Summary
The Relationship Manager (RM) is a knowledge
leader on the Focus Partners Advisor Solutions (FPAS) offering and tools and
proactively manages assigned relationships as the primary point of contact for assigned
Advisors on the platform. The RM is an
organized individual that prioritizes time and resources to ensure they deliver
a high-level experience to Advisors to both retain and grow assets on the FPAS
platform. As an integral member of the
regional team, the RM is responsible for meeting growth goals for assigned
firms as well as collaborating with Regional Directors and Divisional Managers
in support of all advisors in their region.
Primary Responsibilities
- Manages assigned advisor relationships
through consistent, proactive outreach as well as attentive service to
inbound advisor requests to meet asset retention and growth goals.
- Educates advisors on our services by
effectively articulating the firm’s value proposition in investments,
planning and operations.
- Partners with Regional Directors and
Divisional Managers to demonstrate tools and resources to prospective
advisors.
- Articulates with expertise the options
available from a contract, platform and offering perspective for
prospective advisors.
- Owner of the onboarding experience for
new advisors, coordinating cross-departmental efforts to ensure appropriate
training is delivered and introductions to key resources and teams are made.
- Demonstrates expertise on FPAS tools to
support advisors’ by generating client proposals and portfolio analysis, delivering
up to date and relevant investment research/marketing materials, and
introducing third party offerings and resources as appropriate.
- Tracks all Advisor communications and
ensures accurate firm/personnel related information in Salesforce.
- Manages weekly follow up tasks for the
region and ensures the accuracy of the prospect pipeline and client
satisfaction rating within Salesforce.
- Assists advisors in delivering the Design
I Build I Protect experience by maintaining proficiency in the FPAS investment philosophy, model portfolios and alternative investment
strategies, and the trading experience delivered through each of our
platforms.
- Takes ownership of advisor needs and
challenges, researches options and utilizes firm resources to provide
solutions.
- Collaborates with the Relationship
Management and Regional teams to share knowledge and best practices and
provide coverage for others on the team.
- Works in partnership with our internal
service, operations, and investment teams to ensure the advisors needs and
expectations are met.
- Limited travel to advisor events and internal meetings (10%
travel).
- As a team player, is
always looking for additional ways to support our advisors and team.
Qualifications
- 2+ years of direct client-facing experience in Financial Services
- Bachelor’s degree OR High School Diploma & 5 + years of equivalent work experience
- Series 65 or ability to obtain license within 6
months
About Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.
Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.
*This is Exempt
The annualized base pay range for this role is expected to be between $68,000 - $75,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees.
