Territory Manager
Ritchie Bros.
Vice President, Family Office Relationship Manager
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: Boston • Massachusetts, New Jersey, Rhode Island • 🇺🇸 United States
Visit company websiteSalary
💰 $120,000 - $200,000 per year
Job Level
Lead
About the role
- Work with and develop key relationships with some of the largest and most complex Single-Family Offices (SFOs) and Wealthy Families (WFs)
- Provide overall client accountability and book management of a sophisticated portfolio of clients
- Conduct comprehensive quarterly and/or annual relationship reviews
- Develop true partnerships by helping clients successfully lead and build their business while improving the business relationship
- Grow assets under administration (AUA) and find opportunities to convert to assets under management (AUM) by working closely with sales and the investment teams
Requirements
- Bachelor’s degree required
- MBA preferred
- 15+ years of financial services, proven experience with SFO/WF/RIA industry expertise a must
- 15+ years of direct client and/or financial services experience in a Sales and/or Relationship Management function
- Series 7 and 63 licenses required
- Deep understanding of the organizational structure of an SFO/WF/RIA – including service, technology, investment and back-office operations
- Experience in wealth management and/or investment management
- Financial business analysis and/or consulting experience
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial serviceswealth managementinvestment managementfinancial business analysisconsulting
Soft skills
client accountabilityrelationship managementpartnership developmentbusiness relationship improvement
Certifications
Bachelor's degreeMBASeries 7 licenseSeries 63 license
