Job Listing: Relationship Manager
Expires on June 1, 2025
Full-Time Role in Accounting, Data Analytics, Economics & Finance
Company Overview: MONECO Advisors, LLC is a holistic financial services firm based in Fairfield, CT, offering a wide range of financial planning solutions. The firm employs a modern approach to the finance industry, rooted in a strong culture. We seek energetic individuals with a fresh perspective and innovative ideas to join our team.
Role Overview: The Relationship Manager will work directly with lead advisors, enhancing client service and assisting in building, presenting, and executing personal financial plans.
Main Responsibilities:
1. Concierge Client Experience: Anticipate client needs, exceed expectations, maintain detailed records of client characteristics, develop relationships, and attend meetings.
2. Financial Plan Development: Utilize financial planning tools to build, maintain, and present financial plans.
3. Client Operations: Manage processes related to accounts, transfers, money movement, and maintenance.
4. Team Management: Collaborate with advisors and support teams to meet client needs and prepare for engagements.
Qualifications:
* Excellent verbal and written communication skills; writing samples may be requested.
* Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook).
* Prior internship or 1-3 years experience in wealth management, financial planning, or client services preferred.
* Experience with financial planning tools (eMoney, MoneyGuidePro), CRM systems, or research applications (Morningstar, Bloomberg) is a plus.
* Strong team management and coordination skills.
* Willingness to represent the firm in the community.
This is a unique opportunity to be creative, manage teams, and see the direct impact of personal financial planning. The position offers a full-time salary, competitive benefits, and a performance-based bonus. Join one of Connecticut's fastest-growing independent firms!
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