Relationship Manager (West Financial Services)

The Relationship Manager (RM) role requires strong financial planning, analytical and business development skills. The RM manages a team of professionals that provides client guidance on investment policy, portfolio allocation, security selection and implementation, and all financial planning issues such as goal identification, cash flow and wealth transfer strategies, charitable efforts, real estate activities, and legacy matters. The Relationship Manager manages, maintains and deepens relationships with the team's clients to achieve consistent client service, develops new business and promotes growth and profitability of the firm.

Position Accountabilities

Relationship Management:

As the primary point of contact, the RM is responsible for ongoing client communication and investment reviews. Supervises implementation of the investment strategy as outlined in the Investment Policy Guidelines and provides financial planning advice on an ongoing basis.

Business Development:

Cultivates and maintains relationships with numerous sources of new business, including company officials, attorneys, accountants, and other centers of influence. Meets with prospects to explain company services. Prepares and delivers proposals to prospective clients. Maintains prospect tracking system and participates and supports development of the WFS marketing program.

Investment Policy and Market Research:

Assists in the development of company short and long-term investment policies and strategies based on management investment philosophy and client investment objectives.

Keeps informed of developments in the security markets. Participates in Investment Committee meetings and decisions as well as contributes to Daily Strategy meetings.

Leadership and Mentoring:

Provides routine coaching, training and assistance to staff to develop knowledge, skills and abilities to maximize performance and potential. Assists in performance reviews and with SEC compliance reporting requirements, as directed.

Scope of Authority

Job function has significant effect on the company and a major impact within area of responsibility. Authority to operate with significant latitude within the broad framework of company policy. Incumbent works in close consultation with top management at WFS.

Organizational Relationship

This position reports to: President - WFS

Position Qualifications

Education & Experience

• Position requires excellent analytical ability and problem solving skills, good judgement, and personal integrity. A bachelor's degree or higher in finance or related field, a CFP,CFA, CPA, or JD designation and a thorough knowledge of stocks, mutual funds, U.S. Treasuries, agencies and municipal bonds is desired.
• A minimum of five years work related experience is required, including experience in financial planning principles, equity and fixed income investments.

Knowledge & Skills

• Requires extensive internal and external contacts at all levels involving a high degree of diplomacy, tact, judgment, timing and persuasion. Self-starter with strong organizational skills.
• Professional and articulate with strong attention to detail. Ability to communicate complex information from diverse sources in an organized manner. Ability to write statements of broad policy. Ability to make effective presentations of proposals and recommendations before internal and external audiences at all levels.
• High level problem-solving skills are required; problems are technically complex and require the collection, interpretation, and analysis of data from diverse sources.
• Proficient computer skills including the Microsoft Office suite (Word, PowerPoint, Excel, Outlook) and other platforms.

Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits.

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.