What are the responsibilities and job description for the Manager of Wealth Services Relationship Management position at Univest?
Overview
At Girard, a Univest Wealth Division, we’re looking for a thoughtful, experienced leader to join us as our Manager of Wealth Services Relationship Management. In this role, you’ll guide and develop a team of wealth advisors and associates, help shape future talent through our associate program, and drive a high standard of client service across the organization. You’ll also partner closely with other teams to support business growth, strengthen client relationships, and ensure our advisors are equipped to deliver exceptional financial guidance. If you’re ready to lead with purpose and make a meaningful impact in a collaborative wealth management environment, we invite you to explore this opportunity with Girard.
Responsibilities
Provide leadership, direction, and guidance to a team of relationship management wealth advisors. Foster a positive and united work environment, promoting teamwork and professional development
Manage and train wealth advisor associates
Help maintain the three-year associate program to develop future wealth advisors
Ensure associates get exposure to all the divisions in wealth during their tenure
Ensure that the team provides excellent financial advice and service to clients
Work together with other departments to drive cross-selling initiatives and ensure a coordinated approach to client service
Develop and implement operational and strategic plans to achieve team targets and goals and grow the business
Stay up to date with industry trends and best practices and ensure that the team is trained and knowledgeable on these topics
Leverage Salesforce CRM to manage client and pipeline activity
Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct
Travel when needed
Perform other duties as assigned
Qualifications
Bachelor’s Degree in business, finance, or a related field.
Demonstrated experience in managing a team of advisors.
Extensive experience in wealth management, financial planning, and investment services.
Series 7, 66, or 63/65 registration.
CFP preferred; CFA or CTFA is also desirable.
Excellent communication and social skills with the ability to build and maintain strong client relationships.
Strong guidance and management skills.
Proven track record of achieving goals.
Knowledge of industry regulations and compliance requirements.
Strong problem-solving, presentation, and judgment-making skills.
Wage Range
The salary for this position starts from $80,000
Benefits Overview
Univest offers a comprehensive benefits package that includes:
#Girard
An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.
At Girard, a Univest Wealth Division, we’re looking for a thoughtful, experienced leader to join us as our Manager of Wealth Services Relationship Management. In this role, you’ll guide and develop a team of wealth advisors and associates, help shape future talent through our associate program, and drive a high standard of client service across the organization. You’ll also partner closely with other teams to support business growth, strengthen client relationships, and ensure our advisors are equipped to deliver exceptional financial guidance. If you’re ready to lead with purpose and make a meaningful impact in a collaborative wealth management environment, we invite you to explore this opportunity with Girard.
Responsibilities
Provide leadership, direction, and guidance to a team of relationship management wealth advisors. Foster a positive and united work environment, promoting teamwork and professional development
Manage and train wealth advisor associates
Help maintain the three-year associate program to develop future wealth advisors
Ensure associates get exposure to all the divisions in wealth during their tenure
Ensure that the team provides excellent financial advice and service to clients
Work together with other departments to drive cross-selling initiatives and ensure a coordinated approach to client service
Develop and implement operational and strategic plans to achieve team targets and goals and grow the business
Stay up to date with industry trends and best practices and ensure that the team is trained and knowledgeable on these topics
Leverage Salesforce CRM to manage client and pipeline activity
Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct
Travel when needed
Perform other duties as assigned
Qualifications
Bachelor’s Degree in business, finance, or a related field.
Demonstrated experience in managing a team of advisors.
Extensive experience in wealth management, financial planning, and investment services.
Series 7, 66, or 63/65 registration.
CFP preferred; CFA or CTFA is also desirable.
Excellent communication and social skills with the ability to build and maintain strong client relationships.
Strong guidance and management skills.
Proven track record of achieving goals.
Knowledge of industry regulations and compliance requirements.
Strong problem-solving, presentation, and judgment-making skills.
Wage Range
The salary for this position starts from $80,000
Benefits Overview
Univest offers a comprehensive benefits package that includes:
- Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
- Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
- Paid Time Off (PTO): 25 days annually (prorated your first year)
- Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
- Holiday Time Off: 11 paid holidays
- We offer company paid life insurance: as well as other supplemental insurances
- Tuition reimbursement
- Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
- Discounts: on loan products
- Professional development trainings
#Girard
An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.