Client Relationship Manager

OVERVIEW

Your job as a Relationship Manager is a critical one at Procyon through supporting the advisory team in servicing clients households under $2M.This role is responsible for delivering a concierge level of service as the direct point of contact for Procyon’s smaller clients. You will directly oversee these relationships and work closely with their Financial Advisor on execution of plans. The expectation is to manage 200 households with expertise and care. The ability to adapt to ever changing priorities is important. The ideal candidate is personable and knowledgeable as well as service oriented. You are able effectively communicate information with confidence and work well within a team construct.

QUALIFICATIONS

• 3 years’ experience specifically in RIA or Wealth Management serving in a similar capacity
• Proven experience as a Relationship Manager or Financial Advisor
• Series 65 Licensed or Equivalent
• Certified Financial Planner (CFP) strongly preferred
• Strong understanding of the investment markets and high net worth strategies
• Ability to build trust and rapport with clients
• Ability to meet IAR licensing requirements
• Excellent attention to detail, strong organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
• Exceptional interpersonal and communication skills
• Strong work ethic, self-motivated, and goal oriented.
• Proficiency in Microsoft Office Suite

JOB DESCRIPTION

This position will be working under the direct supervision of Procyon’s Chief Revenue Officer, Harry Kirkpatrick. The Relationship Manager will support in the following ways:

Client Relationship Management

• Build and maintain strong relationships with existing clients.
• Proactively address client inquiries and concerns in a timely and professional manner.
• Provide ongoing support and guidance throughout the client lifecycle.
• Coordinate with the Investment team to deliver investment solutions to clients
• Collaborate with the Financial Planning team to deliver financial plans to clients

Client Service

• Delivering exceptional client service adhering to firm service standards
• Conduct client reviews and log details in the CRM
• Use the CRM system to coordinate with your assigned CSA to get client tasks completed
• Manage client data and information accurately.

Financial Planning Support

• Collaborate with financial planners to gather client information and analyze financial needs.
• Assist in the preparation and presentation of financial plans and presentations.
• Educate clients on financial concepts and strategies.

WHY PROCYON

Procyon was designed from the ground up to be an excellent home for our clients and employees. We work hard for our clients but also want Procyon to be a great place to work. We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person. We encourage lifelong learning and, with approval, will also reimburse high-performing employees for pursuing approved advanced designations. As a vibrant and growing firm there is an opportunity for anyone to join and make a difference right away and find new challenges as you learn and grow along with the firm.

Location: Fulton, MD

Travel: Up to 10% of the time between office and event locations

Full / Part-time: Full Time

Hours Per Week: 40 hours, minimum

Hours: 8:30am-5pm

Salary: $100k + Bonus

Above list of responsibilities of job description is not all inclusive. Job responsibilities and duties can and will change over time. Open and real time communication will be necessary between employee and supervisor