Relationship Manager (Santa Barbara, CA)
Core
Strategic client-facing role overseeing service delivery, client experience standards, and practice management for a wealth management firm.
Role type
Senior IC relationship manager (client service)
Builds
Client retention and business growth support for Wealth Advisors
Domain
Wealth Management / Financial Planning
Required skills
Client relationship management, practice management, strategic planning, CRM proficiency, cross-functional collaboration, data analysis (KPIs), issue resolution
Preferred skills
Leadership and mentoring experience, wealth management process knowledge
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, support business development by preparing advisors for prospect meetings
Seniority
Junior to Mid-level, hands-on IC