Relationship Manager IV - Capital Partners
Relationship Manager IV - Capital Partners
4 weeks ago Be among the first 25 applicants
Our client in the Investment Banking industry is currently recruiting for a Relationship Manager IV to join our Capital Partners, multi-family office (MFO) team in Boston. In this role you will oversee and serve as the point person for ultra-high net-worth clients while managing a broader support team of Relationships Associates and Client Associates. Capital Partners provides integrated comprehensive solutions to help our clients achieve their definition of success. You will have the opportunity to engage with clients across all our areas of competency including private equity, commercial lending, and family business/corporate advisory.
If you are experienced in closing your own business, able to handle complex accounts and demonstrate confidence to stand in for other RMs when needed, and partner well with colleagues (Team Leader, other RMs, Relationship Associates and Wealth Planners) this opportunity is right for you!
Some of your key responsibilities include:
Relationship Management and Business Development
* Focus a significant amount of time on business development.
* Manage complex accounts / client relationships; work with clients to identify strategic investment objectives and needs – integrating Wealth Planning, as appropriate.
* Ensure all clients are highly satisfied with the service they are receiving as demonstrated by continuing to maintain their assets, referring their friends and family to the firm and identifying other opportunities within Capital Partners (outside of Investment Advisory).
* Develop and implement long term new business strategy in coordination with other Relationship Managers.
Investment Execution
* Demonstrate deep knowledge of investment offerings and ensure alignment of investments with individual client needs.
* Utilize guidelines and policy to assist with development of client specific plans (e.g., asset allocation). Provide oversight when / where others are involved in modeling investments for clients.
* Prepare for account reviews, account opening / closing / maintenance, and creation of client meeting materials.
Risk Management and Administration
* Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions.
* Elevate high level risk issues and oversee Relationship Associate and Administrative Assistant’s efforts relating to the completion of client requests on behalf of the client base.
Business and Professional Leadership
* Demonstrate external “draw” because of personal and professional networks resulting in the ability to source and close business.
* Coach, train and mentor RAs and Sr. RAs and provide input on their career development; contribute to developing less experienced RM’s.
* Be perceived by client as a executive and the senior RM on the team.
Qualifications:
* BA / BS required
* 10+ years relevant portfolio management experience involving equities, bonds, or both
* Superior oral/written communication, analytical and thought leadership skills
* Knowledge of asset allocation, trust, and fiduciary principles
* Familiarity and comfort engaging with private business owners
* Strong team player
* Strong work ethic
* CFA, CFP, and/or MBA a plus
Seniority level
* Seniority level
Director
Employment type
* Employment type
Full-time
Job function
* Job function
Business Development
* Industries
Investment Banking
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