Senior Associate Relationship Manager
Apply NowCompany: Balentine
Location: Atlanta, GA 30349
Description:
We're Hiring:
Senior Associate Relationship Manager
(Atlanta)
Balentine is seeking a Senior Associate Relationship Manager (ARM) who will work closely with our super-ensemble Relationship Management team. In this role, the Senior ARM will support and collaborate with the firm's Relationship Managers to provide a first-class experience to both existing and prospective clients. The Senior ARM will have direct client responsibility and will need to be able to maintain and cultivate strong networks with various functional teams within the firm and in the existing and prospective client spheres of influence.
The successful candidate will have demonstrated experience in the field of investment management and is a self-starter with both a proactive mentality and a growth mindset. The candidate should be highly professional and should possess excellent communication skills. We are an entrepreneurial organization with a successful track record of delivering consistent long-term investment returns achieved by demanding expectations, and we are looking for a candidate who would be enthusiastic to work in this environment.
There is an opportunity to thrive either within the ARM role or on a defined trajectory to becoming a Relationship Manager.
Responsibilities
The ultimate goals of this position are for the Senior Associate Relationship Manager to assume comprehensive management of the day-to-day needs of the firm's clients and assist with client retention goals.
The success of the role is demonstrated by the ability to complete the following:
Client and Prospect Meetings
Lead and manage the preparation for all client meetings.
Attend client meetings, prepare meeting summaries, and oversee follow-up correspondence and next steps for clients.
Initiate pre-meeting huddles for client and prospect meetings, including collaboration with members of other teams within firm.
Perform and supervise data entry for eMoney financial plans for prospects and clients.
Collaborate with the Administrative Associate, Reporting Team, and IST Portfolio Analyst to review and verify client performance reports.
Supervise and update eMoney balance sheets and other client information forms.
Day-to-Day and Project Management
Serve as the liaison between the Relationship Manager, Relationship Analyst(s), Relationship Associate(s), and Administrative Associate(s) in connection with the daily management of clients.
Participate in the peer review process for client trades using RedBlack and NetX360 (Pershing's custodial platform).
Collaborate with the Administrative Associate to track incoming revenue using Salesforce, and gather and present team revenue metrics for the firm.
Lead team projects, such as quarterly tax estimate distributions and the exchange of tax documents.
Serve as point of contact for the Atlanta Wealth Management team during the rollout of firmwide programs and initiatives.
Qualifications
Bachelor's degree
5+ years similar experience
o Including client-facing experience
Willingness to achieve CFP or other industry certification
Technologically savvy and proficient
o Superior Excel skills
o Proficiency with eMoney, Addepar, RedBlack, Box, Salesforce, and NetX360 strongly preferred; experience with similar program types required
Competencies
While we acknowledge there can be multiple approaches to a job well done, the below competencies outline some of the characteristics that we expect to contribute to the success of this position.
+ Professional and Courteous
Ability to maintain uncompromising levels of confidentiality
Ability to interact with all people in a polite manner and a positive attitude
Ability to have a positive impact on the people around you
+ Emotional Intelligence and Interpersonal Skills
Ability to read and connect with people and respond accordingly in varying situations
Ability to recognize own and others' emotions and use them to create positive interactions
+ Organized and Productive
Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts
Ability to manage multiple projects and competing priorities without missing deadlines
Ability to self-manage, prioritize, and produce quality work in both individual and team environments
Ability to maintain a proactive approach complemented by a high energy level
+ Calm Under Pressure / Unflappable
Ability to respond calmly and maintain performance standards in a busy office setting
Ability to maintain high service standards and problem-solve effectively when faced with new challenges
+ Adaptable and Reliable
Ability to remain unperturbed by changing priorities and conditions
Ability to shift concentrations throughout the day
Ability to always arrive on time and prepared
Compensation
Balentine offers a competitive compensation package, including an attractive base salary and benefits.
Company Overview
Balentine LLC is a boutique wealth management firm based in the Southeast with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by and continues to attract, a world-class team of driven individuals. At Balentine, everything we do prioritizes our clients and employees.
Dedicated to providing exceptional service, our goal is to partner with clients to preserve, protect, and grow their wealth across generations, offering personalized, holistic solutions to complex financial and family dynamics.
Balentine's culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.
Senior Associate Relationship Manager
(Atlanta)
Balentine is seeking a Senior Associate Relationship Manager (ARM) who will work closely with our super-ensemble Relationship Management team. In this role, the Senior ARM will support and collaborate with the firm's Relationship Managers to provide a first-class experience to both existing and prospective clients. The Senior ARM will have direct client responsibility and will need to be able to maintain and cultivate strong networks with various functional teams within the firm and in the existing and prospective client spheres of influence.
The successful candidate will have demonstrated experience in the field of investment management and is a self-starter with both a proactive mentality and a growth mindset. The candidate should be highly professional and should possess excellent communication skills. We are an entrepreneurial organization with a successful track record of delivering consistent long-term investment returns achieved by demanding expectations, and we are looking for a candidate who would be enthusiastic to work in this environment.
There is an opportunity to thrive either within the ARM role or on a defined trajectory to becoming a Relationship Manager.
Responsibilities
The ultimate goals of this position are for the Senior Associate Relationship Manager to assume comprehensive management of the day-to-day needs of the firm's clients and assist with client retention goals.
The success of the role is demonstrated by the ability to complete the following:
Client and Prospect Meetings
Lead and manage the preparation for all client meetings.
Attend client meetings, prepare meeting summaries, and oversee follow-up correspondence and next steps for clients.
Initiate pre-meeting huddles for client and prospect meetings, including collaboration with members of other teams within firm.
Perform and supervise data entry for eMoney financial plans for prospects and clients.
Collaborate with the Administrative Associate, Reporting Team, and IST Portfolio Analyst to review and verify client performance reports.
Supervise and update eMoney balance sheets and other client information forms.
Day-to-Day and Project Management
Serve as the liaison between the Relationship Manager, Relationship Analyst(s), Relationship Associate(s), and Administrative Associate(s) in connection with the daily management of clients.
Participate in the peer review process for client trades using RedBlack and NetX360 (Pershing's custodial platform).
Collaborate with the Administrative Associate to track incoming revenue using Salesforce, and gather and present team revenue metrics for the firm.
Lead team projects, such as quarterly tax estimate distributions and the exchange of tax documents.
Serve as point of contact for the Atlanta Wealth Management team during the rollout of firmwide programs and initiatives.
Qualifications
Bachelor's degree
5+ years similar experience
o Including client-facing experience
Willingness to achieve CFP or other industry certification
Technologically savvy and proficient
o Superior Excel skills
o Proficiency with eMoney, Addepar, RedBlack, Box, Salesforce, and NetX360 strongly preferred; experience with similar program types required
Competencies
While we acknowledge there can be multiple approaches to a job well done, the below competencies outline some of the characteristics that we expect to contribute to the success of this position.
+ Professional and Courteous
Ability to maintain uncompromising levels of confidentiality
Ability to interact with all people in a polite manner and a positive attitude
Ability to have a positive impact on the people around you
+ Emotional Intelligence and Interpersonal Skills
Ability to read and connect with people and respond accordingly in varying situations
Ability to recognize own and others' emotions and use them to create positive interactions
+ Organized and Productive
Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts
Ability to manage multiple projects and competing priorities without missing deadlines
Ability to self-manage, prioritize, and produce quality work in both individual and team environments
Ability to maintain a proactive approach complemented by a high energy level
+ Calm Under Pressure / Unflappable
Ability to respond calmly and maintain performance standards in a busy office setting
Ability to maintain high service standards and problem-solve effectively when faced with new challenges
+ Adaptable and Reliable
Ability to remain unperturbed by changing priorities and conditions
Ability to shift concentrations throughout the day
Ability to always arrive on time and prepared
Compensation
Balentine offers a competitive compensation package, including an attractive base salary and benefits.
Company Overview
Balentine LLC is a boutique wealth management firm based in the Southeast with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by and continues to attract, a world-class team of driven individuals. At Balentine, everything we do prioritizes our clients and employees.
Dedicated to providing exceptional service, our goal is to partner with clients to preserve, protect, and grow their wealth across generations, offering personalized, holistic solutions to complex financial and family dynamics.
Balentine's culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.