Vice President, Client Relationship Manager

Responsibilities

• Serve as the main point of contact for the Senior Wealth Manager’s client base; anticipate client needs, address and resolve client questions or inquiries, and cultivate deep relationships through superior client service and follow-up.
• Prepare information and presentations for prospective and existing client meetings, including collection of financial, investment, and tax‑related documents, completing financial analyses, and creating presentation and proposal materials.
• Coordinate deployment of investments for new client allocations and portfolio rebalances.
• Execute and reconcile trades as directed by the Senior Wealth Manager.
• Address client cash management needs to ensure sufficient funds for investment requirements.
• Maintain in‑depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies.
• Set prospective and existing client appointments for the Senior Wealth Manager.
• Log call/meeting notes and track completion of daily tasks in the firm’s relationship management system.
• Prepare reports and materials for client reviews.

Requirements

• Bachelor’s degree
• 2+ years of experience in the wealth management industry or related field
• 2+ years of experience in a client‑facing capacity
• CFP certification