Relationship Manager

Full Job Description

• Relationship Manager, Family Office
• The Charitable Relationship Manager, Family Office is entrusted to work with and develop key relationships with some of the largest and most complex Registered Investment Advisors (RIAs), Broker-Dealer Financial Advisor teams, and Multi-Family Offices (MFOs) in the country.
• This individual will partner with existing and new client relationships with overall responsibility for creating, fostering, and maintaining these key relationships.
• The Charitable Relationship Manager, Family Office will be accountable for overall client satisfaction, helping to navigate a seamless charitable giving experience, through an unrelenting commitment to service and positioning of digital solutions.

Duties & Responsibilities:

• Provide overall client accountability and management of a sophisticated portfolio of clients.
• Accountable for overall client satisfaction, helping to navigate a better charitable giving experience, and working every day with a holistic view of operations to drive improved outcomes.
• Demonstrate the highest levels of engagement with the team. Work cross-functionally to ensure efforts and relationships across departments and partners are client-focused and produce solutions for efficiencies and compliance.
• Develop key strategic relationships with principal decision-makers of each client relationship.
• Ensure client retention, loyalty, and continued opportunities with excellent service achieved through proactive client contact, prompt and accurate responses, and professional enthusiasm.
• Participate in comprehensive quarterly planning workshops and/or annual relationship reviews.
• Demonstrate knowledge and understanding of charitable giving instruments, specifically Donor Advised Funds (DAFs).
• Support clients with the formation and execution of giving strategies, policies, and procedures around complex charitable gifts and grants.
• Accurately identify, plan, influence, and implement solutions to help streamline workflows.
• Establish and demonstrate value and differentiation from our competitors.
• Responsible for documenting client activities in the CRM on a timely basis.
• This role provides white-glove service, which will require some after-hours work and on-call availability.
• Other duties as assigned.

Education & Experience:

• Bachelor’s degree or higher in Business Administration, Operations Management, or comparable experience required.
• Advanced degree preferred.
• 3+ years of direct client experience in a client service and/or relationship management function.
• 3+ years in financial services, non-profit, and/or philanthropic industry with direct RIA/MFO experience is required.
• Understanding of the organizational structure of an RIA/MFO; including service, technology, and back-office operations.
• Proven track record in building and handling relationships with demanding and complex clients, including with the highest level of decision-makers.
• Devotion to high-quality customer service. Knowledge of relationship management best practices with ultra-high net worth clients and their family offices.
• An understanding of complex assets, grants administration, and related services.
• International granting experience a plus.
• Proven ability to be successful with clients and prospects in face-to-face meetings, virtual, phone-based, and/or email interactions.
• Strong communication and listening skills, with the ability to influence client interactions.
• Strong at multi-tasking, and project management with utmost attention to detail.
• Ability to identify and escalate at-risk situations.
• Comfortable working independently including decision making.
• Salesforce experience is desirable.

Pay: Estimated: $39 – $50 an hour