Relationship Manager

Team Overview: Advanced Branch Support is seeking a highly motivated professional to deliver elevated, concierge-style support of our top practices. The Relationship Manager is responsible for building and maintaining strong and trusting relationships with our top producing branch teams, serving as a dedicated partner with the branch team and acting as strategic and operational support for their complex initiatives.

What You Will Do

Consistently demonstrate an advanced level of service excellence with the ability to leverage different knowledge areas to problem solve, provide thorough solutions, and alternatives. Must be able to identify complex issues and pain points and communicate clearly and effectively influence to yield positive business results.

Provide innovative solutions by identifying additional value and capacity add services with the ability to strongly partner in a confident manner to ensure a trusting relationship with Financial Advisors and all branch staff. Anticipate and recognize client and advisor needs, identify opportunities to create efficiencies and resolve requests with urgency and accuracy.

Responsible for establishing, owning, and maintaining a deeper relationship with top branch teams, including attending branch meetings with some travel necessary for branch visits. Identify, build, and maintain stakeholder relationships to improve the department's effectiveness by identifying potential process changes, improvements, and enhancements, and supporting new team, department and firmwide initiatives.

Responsible for continuous learning and development through department emails, helping to organize and lead team/department meetings, and continuing education sessions for knowledge areas of interest to our top branch teams.