39 Relationship Manager Jobs in Austin, TX
CORDA Investment Management is Hiring a Relationship Manager Near Austin, TX
Company Overview
CORDA Investment Management is a dynamic and rapidly growing wealth management firm headquartered in Houston, with branch offices in Dallas, Austin, San Antonio, New Orleans, Denver, and Miami. We deliver investment management and comprehensive financial planning to individuals, families, endowments, and foundations. Our team is dedicated to fostering strong relationships with our clients and delivering tailored financial strategies to help them achieve their goals. As we continue to expand our client base and offerings, we are seeking motivated and experienced individuals to join our team.
Position Overview
The Relationship Manager (RM) works directly with our high-net-worth clients. The RM works in a client-focused, team-centered environment as a contributor to both the firm's client service and business development efforts.
As a Relationship Manager, you will be responsible for cultivating and maintaining relationships with high-net-worth individuals, families, and institutions. You will serve as the primary point of contact for clients, providing personalized financial guidance and delivering comprehensive wealth management solutions. This role requires a combination of financial expertise, interpersonal skills, and business development acumen.
Key Responsibilities
- Ensure retention of and deepen the relationship with our firm's clients
- Develop and maintain long-term relationships with clients, understanding their financial objectives, risk tolerance, and unique circumstances.
- Collaborate with management, our portfolio managers, operations, and financial planners to deliver full-service, integrated financial management for our clients
- Provide ongoing portfolio management and investment advice, monitoring performance and recommending adjustments as needed.
- Proactively identify opportunities to deepen client relationships and expand business through referrals and cross-selling initiatives.
- Stay current on market trends, regulatory developments, and industry best practices to effectively advise clients and mitigate risks.
- Competitive but highly collaborative with the ability to work both independently and in a team environment.
Experience / Qualifications
- Bachelor's degree (B. A./B.S.) from accredited college or university
- Series 65 Uniform Investment Adviser license
- Seven years as a Registered Investment Advisor representative or licensed Registered Representative for a full-service broker dealer
- Proficiency with Excel, PowerPoint, Word, Microsoft 365
- Experience with Salesforce a plus
Note to Applicants
Most roles at CORDA will be part of our best-of-both hybrid work model. This includes working together in the office on Tuesdays, Wednesdays, and Thursdays, and choosing to work where one works best on Mondays and Fridays. This maximizes in person collaboration and interaction while simultaneously providing flexibility.
What It’s Like Working Here
We believe in rewarding your contributions and offer competitive pay, bonus, 401k match, health insurance, and bottom line -- a top shelf work environment where everybody gets along, enjoys what they do, and encourages their co-workers to achieve their goals and dreams. We hire people who know how to make good decisions -- you'll be empowered to do the right thing for our clients.
Benefits That Support the Unique Needs of Our People
HEALTHCARE
Multiple healthcare plan options to fit you and your family, 50% of coverage cost paid by CORDA
Long Term Disability Insurance
TIME OFF
Every other Friday off
30-day paid sabbatical after seven years employment. 30-day paid sabbatical every 5 years thereafter
RETIREMENT PLANS
Company contributions to your 401(k) retirement plans, and access to financial planning tools
Job Type: Full-time
Pay: $120,000.00 - $150,000.00 per year
Work Location: Hybrid remote in Austin, TX 78759
Job Summary
Full Time
$101k-135k (estimate)
03/27/2024
04/28/2024
corda401k.com
<25
The job skills required for Relationship Manager include Client Relationship, Collaboration, Client Service, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Relationship Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Relationship Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Relationship Manager positions, which can be used as a reference in future career path planning. As a Relationship Manager, it can be promoted into senior positions as a SB Financial Services Relationship Manager II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Relationship Manager. You can explore the career advancement for a Relationship Manager below and select your interested title to get hiring information.
If you are interested in becoming a Relationship Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Relationship Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Relationship Manager job description and responsibilities
Analyzed personal and financial data to deepen current profitable client relationships while providing financial advice and counseling to all bank customers.
03/13/2022: Brownsville, TX
These relationship managers should be made use of for only banking transactions such as draft making, account statement etc.
02/06/2022: Long Beach, CA
Maintaining strong relationships with clients to build trust.
02/17/2022: Chico, CA
Too often a relationship manager fails to really understand the customers' business.
02/24/2022: New London, CT
Relationship Managers are responsible to build client relationships with various business clients and customers.
02/19/2022: Orange, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Relationship Manager jobs
Strong communication and coordination skills are needed for facilitating better relationships with clients and other partners.
12/19/2021: Cheyenne, WY
Complex relationships will be managed, structured, underwrited, negotiated, and secured with es structure, underwrite, negotiate and manage complex credit relationships.
02/15/2022: Alamogordo, NM
They must be friendly and customer service oriented to foster positive client relationships despite the high-stress circumstances when dealing with dissatisfaction.
03/12/2022: La Crosse, WI
Get comfortable speaking to people.
02/11/2022: Grand Rapids, MI
Following up with clients and delivering quality service to paid members and working closely to maintain a good rapport with them.
02/14/2022: Columbus, GA
Step 3: View the best colleges and universities for Relationship Manager.
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