Relationship Manager (Ann Arbor, MI)
Core
Strategic client-facing role overseeing service excellence, client retention, and business growth for a Wealth Management team.
Role type
Senior IC Relationship Manager (Wealth Management)
Builds
Client service workflows, retention strategies, and advisor practice management
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, practice management, strategic planning, CRM proficiency, cross-functional collaboration, data analysis, problem-solving
Preferred skills
Leadership and mentoring experience, wealth management process knowledge
Responsibilities
Oversee execution of service commitments and client experience standards, partner with Wealth Advisors on client segmentation and strategic planning, track and report on client satisfaction metrics and retention trends, lead client follow-up initiatives, support business development and onboarding, resolve client issues and identify service improvement opportunities