Relationship Manager (Raleigh, NC)
Core
Strategic client-facing role overseeing service delivery, client retention, and business growth for a wealth management firm.
Role type
Senior IC relationship manager (wealth management operations)
Builds
Client service workflows, retention strategies, and advisor practice management
Domain
Financial services / Wealth management
Required skills
Client relationship management, practice management, strategic planning, CRM proficiency, cross-functional collaboration, data analysis, issue resolution, team leadership, business development support
Preferred skills
None stated
Technologies
CRM systems, workflow management tools
Responsibilities
Ensure consistent delivery of service commitments to clients, manage service workflows and client touchpoints, partner with Wealth Advisors on client segmentation and strategic planning, track and report on client satisfaction metrics and retention trends, identify opportunities to deepen client relationships, support business development efforts
Seniority
Mid-level, hands-on IC