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Senior Relationship Manager

Employer
Gilbert & Cook
Location
West Des Moines, Iowa
Salary
Competitive Compensation & Benefits
Closing date
Jun 26, 2024

View more

Job Role
Paraplanner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

SENIOR RELATIONSHIP MANAGER

Summary

We are seeking an experienced Relationship Manager to join our well-established, growing, and collaborative private wealth management firm in West Des Moines, Iowa. The ideal candidate will excel in client service, complex problem solving, communication, and relationship building.

As a Relationship Manager, you will leverage your expertise to deliver exceptional service, clarity, and confidence to our clients. We value detail-oriented, organized, and self-motivated professionals who share our passion for creating unique and memorable client experiences. If you meet these high standards and are dedicated to providing unparalleled service, we invite you to apply for this position.

Candidate Requirements

  • 5 years of proven experience in the financial services realm (financial adviser, planner, specialist, accountant, or related experience) Capability and desire to demonstrate the Gilbert & Cook Core Values
  • Confidence to provide enhanced communication with clients and strategic partners
  • Strong time management and organizational skills – ability to handle multiple responsibilities and take initiative in a high-volume work environment
  • Accuracy, attention to detail, and timely delivery
  • Ability to explain complex information clearly and simply Ability to think critically through complex client situations
  • Excellent PC knowledge and ability to operate database systems
  • Long-term desire to service clients in the Wealth Management industry
  • Effectively manage and prioritize a substantial number of clients
  • Strong communication and presentation skills
  • Preferred: Bachelor’s degree, CFP certification or interest in obtaining certification

Role Responsibilities

  • Support Advisor with high-level strategy in relation to client situations
  • Deliver service to clients through meeting material preparation, meeting attendance, post-meeting action item execution and day-to-day administration
  • Enhance client experience by building and maintaining strong client relationships Actively participate in a collaborative team designed to serve the client
  • Think strategically about client situations to identify possible issues and opportunities
  • Prepare and execute administrative responsibilities and organization of files and paperwork for client meetings, including implementation follow-up
  • Participate in client meetings and responsible for documentation of decisions and action item assignments
  • Provide support to Financial Planning team through process completion, and review and maintenance of client deliverables
  • Ability to review and interpret client legal documentation
  • Communicate with clients for administrative inquiries and needs as they arise
  • Accurate and efficient processing of client account transactions
  • Investment account and insurance paperwork preparation including follow-up and confirmation of implementation
  • Training of team members on firm processes and procedures and also acting as a subject matter expert in a specific area
  • Ability to lead a team through various and multiple projects
  • Comply with all industry rules and regulations
  • Provide a holistic approach to client management
  • Proactively helps to resolve issues or concerns  

Our ideal Gilbert & Cook team member demonstrates the following core values: 

  • In Service to Others- An aspiration to make a positive difference in the lives of the individuals and families that we serve.  
  • Inspired an Abundance Mindset-Provides and inspires prosperity and an excess of what it is that our clients value.  
  • Exemplifies Professionalism- Our clients know us by our actions – the way we show care in our service and sincerity in our approach to doing the right thing. 
  • Listens Generously- Active listening is technical and superficial, but listening from an open heart is generous, by way of feeling another as you see through their eyes, not your own. 
  • Provides Clarity through Collaboration- Working together towards the common goal, bringing clarity to complex situations. 
  • Consistently on a Quest to Grow and Improve- A desire to use innovation   and efficiency to make something better than it was before. Have an Abundance Mindset with regards to personal growth and professional development, resulting in more satisfying and meaningful work.  
  • Humbly Confident- Conducting oneself with a modest and gentle approach to the self-assured nature of our experience. 

About the Company  

Gilbert & Cook Inc. is a private wealth management firm dedicated to empowering a unique group of people to Live a Life of Abundance®. We provide clarity and instill the confidence necessary to make important wealth decisions, while navigating through life’s milestones and transitions. If you are looking for a fast-paced, growing company that focuses on building strong relationships, and personal growth, with its clients at the core, this is the company for you. 

 

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