Private Client Relationship Manager

“I can succeed as a Private Client Relationship Manager.”

As the Private Client Relationship Manager, you will be responsible for the day-to-day management of the Private Wealth Advisor’s practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion. You will provide subject matter expertise in various areas to offer solutions to complex client matters and provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, facilitate, and advance client servicing, prospecting, and sales efforts for the practice(s) they support. 

Day-to-day, you will:

• Deliver impeccable service to clients, prospects, and centers of influence, ensuring that service a plan is established and achieved
• Focus on growing share of wallet for existing clients and on client retention
• Establish your team’s efficient and consistent operating norms, commitments, role clarity, communication protocols, organizational methods, and succession/contingency planning. Identify and drive opportunities for process improvement
• Design and execute the value proposition for the practice, including the ideal client and target market
• Co-build and execute an actionable Business Plan to drive growth in the target market with Private Wealth Advisor (PWA); leverage data to track and report on the team’s progress towards sales and service goals and KPIs.
• Partner with Marketing to uncover prospective client opportunities, organize and follow-up with leads (e.g., digital lead generation).
• Proactively manage client relationship including existing clients, prospects and COIs
• Resolves complex client issues
• Builds rapport with internal and external contacts
• Manages regular practice meetings to discuss health of the business and progress to goals, including business planning retreats, including pipeline management
• Acts as the connection between PWA, CSA and partners, ensuring open communication and aligned priorities

“I am the person Capital Group is looking for.”

• You have outstanding professional experience and industry knowledge, and you demonstrate strong sales and service acumen
• You are results oriented, working successfully as an individual and part of a team to ensure deliverables are completed in a timely manner
• You are a credible and influential, instilling trust through self-confident interactions and in-depth financial and business acumen
• You are agile and entrepreneurial, able to anticipate and deliver on the needs of a sophisticated, fast-paced business and possess the ability to simultaneously balance a wide range of project
• You are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcome

Core requirements:

• Bachelor’s degree required; Graduate degree preferred.
• Series 65 must be obtained within 9 months of hire date.
• CFP preferred.
• Los Angeles Base Salary Range:  $113,000 – $151,000

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

‎ 

 ‎ 

 ‎

 ‎

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in Canada and the United States are excluded from the above mentioned compensation and benefit plans.

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.