Our client is a fast-growing RIA based in Los Angeles, CA specializing in providing tailored investment management services to private clients, including high-net-worth individuals and trusts, and overseeing three fixed-income funds. Additionally, the firm offers discretionary fixed-income investment management through its affiliated Trust company.
**About the Role:**
The Relationship Manager plays a key role in enhancing the client experience and maintaining strong client relationships. This highly motivated individual will work directly with high-net-worth clients, acting as the primary point of contact for most client inquiries and interactions. The role involves close collaboration with the portfolio management team and requires a detail-oriented individual with excellent interpersonal skills. The Relationship Manager will oversee the day-to-day operations of client accounts and help grow the business through both client service and business development efforts.
**Ideal Candidate Profile:**
- Strong interpersonal communication skills.
- Exceptional attention to detail and ability to work independently.
- Proactive approach to client service with high energy and a customer-focused mindset.
- Professional demeanor with the ability to excel both individually and in a collaborative, team-oriented environment.
- Excellent verbal and written communication abilities.
- High integrity, empathy, and an entrepreneurial mindset.
**Education & Skills:**
- Bachelor's degree from an accredited university.
- Series 7 and Series 66 licenses are required.
- CFP certification is preferred or a willingness to obtain it.
- Proficient in Microsoft Office, particularly Excel and PowerPoint.
- Familiarity with Schwab and Fidelity platforms.
- Experience with Addepar is a plus (but not required).