Strategic Relationships Coordinator - Sarasota, FL

A great experience starts with a great team! Cumberland Advisors, LLC, a growing, well-respected wealth management firm, is actively seeking a Strategic Relationships Coordinator to join our team in Sarasota, FL.

About Cumberland Advisors, LLC

Cumberland Advisors is an investment management firm that has been actively managing portfolios since 1973. The Asset Management group oversees more than $2.5 billion in assets under management and provides professional managed strategies to financial advisors and their clients through independent broker-dealers, wirehouses, registered investment advisors (RIAs), trust companies, and turnkey asset management platforms (TAMPs). We work closely with advisors, home offices, and platform partners to deliver investment solutions, portfolio expertise, service, and support designed to help advisors meet the needs of their clients. Our collaborative culture combines institutional-quality portfolio management with a high-touch relationship model focused on responsiveness, accessibility, and long-term partnership. 

Position Overview

The Strategic Relationships Coordinator is a key member of Cumberland Advisors’ Asset Management division. This role supports and helps expand the firm’s relationships with wirehouses, broker-dealers, turnkey asset management platforms (TAMPs), financial advisors, due diligence teams, and other home office stakeholders.

The position combines strategic relationship development, business development support, due diligence coordination, platform administration & distribution, client service, and executive support. The successful candidate will be comfortable owning important client relations processes while proactively seeking meetings, introductions, visibility, and growth opportunities within existing and prospective distribution relationships.

 Essential Duties and Responsibilities

• Maintains and strengthens relationships with broker-dealer, wirehouse, TAMP, platform, due diligence, and home office contacts.
• Develops a regular communication cadence with key partners and helps expand access to platform decision-makers, internal consultants, financial advisors, and other distribution resources.
• Coordinates annual home office travel planning, meeting schedules, agendas, briefing materials, and follow-up activities.
• Monitors and communicates relevant personnel, organizational, platform, process, and product changes at partner firms.
• Identifies and pursues opportunities for additional strategy placement, platform visibility, advisor education, and distribution.
• Supports due diligence reviews, platform initiatives, relationship onboarding, strategy additions, and ongoing partner reviews.
• Assists financial advisors and clients with communications, service requests, meeting coordination, and delivery of approved materials.
• Follows up with prospects, financial advisors, home office contacts, and existing clients to advance relationship opportunities and service needs.
• Supports targeted outreach, sales campaigns, conferences, home office meetings, advisor education, and other business development initiatives.
• Takes initiative in requesting meetings, introductions, access, and appropriate opportunities to deepen existing relationships.
• Maintains complete and timely CRM records, including contacts, activities, opportunities, meeting notes, and follow-up items.
• Provides phone coverage and route inquiries appropriately as part of the Client Relations team.
• Coordinates and completes due diligence questionnaires (DDQs), requests for proposal (RFPs), annual questionnaires, platform reviews, and related information requests.
• Maintains an accurate and current library of approved firm, strategy, operational, compliance, and organizational responses.
• Coordinates information gathering and review across Asset Management, Compliance, Operations, Marketing, and other internal teams.
• Tracks platform updates, deadlines, outstanding items, certifications, approvals, and recurring requirements through completion.
• Maintains due diligence databases, platform records, and marketing repositories, and helps improve the consistency and efficiency of related processes.
• Supports the President of Asset Management with marketing material preparation and delivery, presentation coordination, and meeting logistics.
• Prepares relationship summaries, contact lists, meeting materials, opportunity tracking, and follow-up plans.
• Assists with sales and strategy support projects, internal coordination, and special initiatives.
• Contributes to other relationships, client service, and administrative responsibilities as business needs require.

Education & Qualifications

• Approximately 4 or more years of relevant experience in asset management, wealth management, broker-dealer or TAMP home office support, national accounts support, platform relations, due diligence, advisor services, client relations, sales enablement, or a related financial services role.
• Experience supporting relationships with financial intermediaries, due diligence teams, investment platforms, financial advisors, or home office personnel.
• Working knowledge of separately managed accounts, investment strategies, asset management distribution, and the intermediary sales process.
• Experience completing DDQs, RFPs, platform questionnaires, or similar due diligence requests is strongly preferred.
• Existing industry relationships are preferred but are not required if the candidate has demonstrated the ability to build strong relationships in other capacities.
• Ability and willingness to travel periodically for home office meetings, conferences, and relationship development.

Skill(s)

Proficient reading, writing, grammar, and mathematics skills; strong interpersonal relations, communicative skills, organizational skills and attention to detail; proficient with CRM systems, Microsoft Office Suite or similar software; knowledge of various office machines and equipment; judgement and decision making skills; ability to sit, stand, walk, bend, stoop, reach with hands or arms, use hands to manipulate objects, handle or feel, and lift items weighing 50 lbs. or less; visual, auditory and speaking skills.

Pay Transparency

We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

Benefits

Cumberland Advisors, LLC offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program, and tuition reimbursement. 

In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. 

EEO Statement

Qualified applicants are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. 

Equal Opportunity Employer–Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity

Sponsorship Statement

 As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Cumberland Advisors, LLC currently or in the future.