Relationship Manager

Bill Good MarketingNovi, MI

$70,000 - $85,000 / year

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Compensation

$70,000-$85,000/year

Benefits

Health Insurance

Paid Vacation

401k Matching/Retirement Savings

Job Description

If you're the kind of person who genuinely enjoys getting to know clients, staying on top of every detail, and being the steady presence that makes an advisory team run smoothly, this might be exactly what you're looking for.

Who We Are

At The Financial Center, we provide comprehensive financial services with a focus on real relationships and long-term trust. We're a team-oriented, professional, and (yes) fun group of people who take our work seriously without taking ourselves too seriously. If you thrive in a collaborative environment and want to feel like your work actually matters to the people you serve, you'll fit right in here. We are a tight-knit group looking to bring in a new teammate.

What You'll Do

As our Relationship Manager, you're the connective tissue between our clients and our advisors. You'll own the relationship experience from the day-to-day to the big picture. Responsibilities include:

Managing ongoing client relationships and serving as the primary point of contact for client needs, questions, and follow-ups
Coordinating and executing client events and appreciation activities from logistics to follow-through
Capturing and maintaining accurate client information in our CRM
Supporting portfolio review preparation and meeting coordination with our Financial Advisors
Collaborating across the team, including our FAs, CSA, and Sales Assistant, to deliver a seamless client experience

Requirements

What We're Looking For

Proven experience in a relationship management, client service, or similar client-facing role in financial services
Series 7 strongly preferred; SIE or Series 66 also valued
Familiarity with CRM platforms and financial services tools (experience with Redtail or AssetMark is a plus)
Detail-oriented with strong organizational and follow-through skills
Excellent written and verbal communication; comfortable explaining financial concepts clearly to clients
Professional, personable, and calm under pressure

Experience planning and executing client events
Background working in a small team or boutique advisory environment
Someone who is easy to get along with

Benefits

What You Get

Base salary: $70,000 - $85,000 depending on experience
Bonus opportunities
Health insurance stipend
401(k) with match
Paid time off
A team that actually enjoys working together

How to Apply

Submit your resume and a brief note about what draws you to this role. We review every application and will reach out to candidates who look like a strong fit.

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FAQs About Relationship Manager Jobs at Bill Good Marketing

What is the work location for this position at Bill Good Marketing?

This job at Bill Good Marketing is located in Novi, MI, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Bill Good Marketing?

Candidates can expect a pay range of $70,000 and $85,000 per year.

What employment applies to this position at Bill Good Marketing?

Bill Good Marketing lists this role as a Full-time position.

What experience level is required for this role at Bill Good Marketing?

Bill Good Marketing is looking for a candidate with "Senior-level" experience level.

What benefits are offered by Bill Good Marketing for this role?

Bill Good Marketing offers following benefits: Health Insurance, Paid Vacation, 401k Matching/Retirement Savings, and Health & Wellness Programs for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Bill Good Marketing?

You can apply for this role at Bill Good Marketing either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.