CG Financial Relationship Manager - Wealth Management

Relationship Manager - Wealth Management

As a Relationship Manager for CG Financial's Wealth Management Division, you will be an integral contributor as we serve clients. You'll operate in a team environment, focusing on the firm's segments of wealth management clients. You'll leverage your skills and expertise to deliver value to your team and our clients. This is a vital client-facing role. In addition, you should have a keen eye for detail and a knack for streamlining processes and working efficiently.

CG Financial is a demanding environment that is rapidly growing. We service clients in multiple states and through multiple office locations. CG Financial is an EOS company.

Our Core Values:

Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.

Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.

Self-Motivated: You have a driven and proactive personality, result-oriented, and accept challenges.

Authentic: Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics.

Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.

This position will be in-office in Williamston, Michigan.

1. Ensure consistent delivery of exceptional service of the team to meet or exceed client expectations and service standards.

• Ensure adoption and relevant updates of client digital viewing tools.
• Provide as-needed support and assistance to Relationship Support Team.
• Complete or delegate applicable action and follow-up items that result from client interactions, questions, and/or needs.
• Accurately document and note client meetings, action items, and follow-up items. Lead the team in organized process to collect related information.
• Monitor your individual activities to ensure adherence to policies and procedures, completeness, and accuracy.
• Responsible for ensuring Client Profile Updates are done in a timely, friendly and professional manner.
• Ensure all correspondence is completed accurately and stored in accordance with the team standards, as well as corporate and industry standards.
• Escalate problems or client issues and bring to the attention of the Financial Advisor as required.
• Monitor your individual activities to ensure adherence to policies and procedures, completeness, and accuracy.
• Maintain comprehensive communication with clients using a contact management system.
• Assist the Advisor in delivery of all relevant client service deliverables including, but not limited to call rotations, birthday cards, holiday acknowledgements, newsletters, client events, etc.
• Lead and oversee client meeting preparation activities.
• Ensure your individual work area is neat and tidy.
• Actively prepare for and participate in client meetings and engagements.
• Conduct internal team meetings focused on meeting preparation, review, and follow up for clients.
• Participate in firm, team, and division projects.

2. Maintain a high standard of compliance in all aspects of the business.

• Ensure all supporting documentation for new accounts and other industry documentation is correct and complete.
• Ensure client servicing is completed in a compliant manner.

3. Help the Senior and Managing Financial Advisor achieve their new business goals.

• Provide various business reporting as and when required by the Senior and/or Managing Financial Advisor for review and/or discussion.
• Meet with the Managing Financial Advisor to understand business goals and the various strategies in place to achieve them.
• Support ongoing change initiatives and new business practices in the business.

Requirements:

• 2 - 5 years of professional client facing experience in financial services.
• Strong work ethic and desire to learn.
• Collaboration, organization, analytical, and problem-solving skills required.
• Excellent verbal and written communication skills.
• Confident in quickly learning innovative technology and software.
• Self-motivated.
• Attention to detail.
• Familiarity with wealth management and financial planning casework.
• Demonstrates strong active listening skills and aptitude for relationship building.
• Experience with a variety of financial products.

Nice to Have:

• Bachelor's degree or higher in business, finance, financial planning, or related field.
• Financial services industry designations.
• Experience with Salesforce.
• Experience with Orion.
• Experience with LPL and Axos custodial platforms.
• Experience with financial planning software and technology.
• Project management experience.
• Series 7 and 66 or Series 65.

Targeted Compensation Range: $60k - $85k depending on experience and qualifications and includes base performance bonus.