FUND A LIFE YOU LOVE

Wealth Management - Relationship Manager

Cincinnati, OH  Lenox Wealth Management

Benefits Offered

Vision, Medical, Dental, 401K

Employment Type

Full-Time

SCOPE OF POSITION:

The Relationship Manager is a key role within the Wealth Management Team. This person serves as dedicated support on client relationships across multiple teams. They will provide direct support to a Wealth Advisor and work to develop and present key financial insights for our clients.

 

SPECIFIC DUTIES & RESPONSIBILITIES:

· This position provides daily, direct support to Wealth Advisors and to clients as needed

· Assembling, analyzing and developing presentations aimed at assisting clients in making appropriate financial decisions. The scope of our analysis is broad (e.g., long-term planning, investment evaluation, estate planning, income tax forecasting, cash flow planning, charitable giving, insurance planning and risk management)

· Provide analysis and support in the service and trading of investment portfolios, including company stock recommendations, bond and mutual fund accounts

· Facilitating and following up the implementation of planning recommendations

· Participating on internal firm Committees

· Serve as key liaison to other areas supporting clients, which include in-person meetings, operations, marketing and compliance

 

REQUIRED EXPERIENCE, SKILLS & PERSONALITY ATTRIBUTES:

Experience and Skill Requirements:

· Bachelor’s degree, preferably in Finance or Accounting

· 2+ years financial services experience, providing some or all the above responsibilities

· Knowledge of financial services compliance requirements and reporting (FINRA, RIA, fiduciary)

· Ongoing professional development of Certified Financial Planner (CFP)

 

Other Requirements:

· Desire to learn and grow

· Ability to take direction and carry out duties and responsibilities with minimal supervision

· Must have strong organizational and prioritization skills

· Enjoy a team environment with a supportive culture

· Excellent customer service skills

· Strong attention to detail

· Proficient Microsoft Office skills – Excel, Word, PowerPoint, etc.

· Strong communication skills, both verbal and written

· Excellent organization skills and ability to multi-task in a fast paced environment

For more information, please contact Steve Reder: sreder@lenoxwealth.com