Senior Relationship Management Partner

Partner with internal teams and advisors to strengthen retention and demonstrate strategic value Identify retention risks and proactively build trust and credibility with financial professionals Escalate high-risk issues and trends through appropriate channels Leverage internal resources, subject matter experts, and cross-functional partners to resolve service and operational needs Act as an advocate for financial professionals to ensure timely issue resolution Coordinate cross-functional efforts to deliver seamless outcomes Monitor and document “at-risk” advisors and engagement activities within Salesforce Enhance the overall advisor experience by delivering tailored support, insights, and resources Partner with stakeholders to support implementation of firm initiatives and ensure seamless execution Stay informed on current and upcoming initiatives; identify opportunities for enhancement and provide actionable feedback Customize engagement strategies based on advisor needs, maximizing positive outcomes Build and maintain strong relationships across internal partners to drive an integrated advisor experience Support growth initiatives by connecting advisors with resources, insights, and strategic opportunities Analyze data to develop insights and recommendations that drive advisor growth Mentor team members by providing guidance, coaching, and knowledge-sharing opportunities to support professional growth and performance. Facilitate cross-training initiatives to enhance team versatility, ensure business continuity, and promote operational efficiency. Manage large and/or high-producing Financial Professional relationships by applying advanced expertise, independent judgment, and a higher-level service standard to drive exceptional client outcomes. Requirements Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree Minimum of high school diploma or equivalent is required Proven ability to manage and prioritize multiple tasks in a fast-paced, deadline-driven environment Strong analytical and problem-solving skills Demonstrated initiative with a proactive approach to driving tasks through to completion Excellent written and verbal communication skills, with the ability to present information clearly and effectively Highly organized with the ability to manage work across multiple systems and platforms Proficiency in Microsoft 365 (Outlook, Teams, Excel, PowerPoint, SharePoint) 3–5+ years of relevant industry experience (preferred) Experience with Salesforce and/or other Customer Relationship Management (CRM) systems Proven ability to build and maintain relationships with business partners and financial professionals Experience supporting initiatives related to advisor experience, retention, and growth. Core Competencies Demonstrates strong analytical and problem-solving skills to enhance advisor experience and retention. Proficient in managing relationships with financial professionals and leveraging CRM systems to drive growth initiatives. Highest-signal resume keywords Salesforce Proficiency Microsoft 365 Proficiency Analytical Skills Relationship Management Advisor Experience Support ATS Optimization Keywords Hard Skills Data Analysis Task Prioritization Problem-Solving Proactive Initiative Client Outcome Management Soft Skills Excellent Communication Highly Organized MentoringCoaching Cross-Training Facilitation Industry Keywords Advisor Retention Financial Professionals Cross-Functional Collaboration Operational Efficiency Growth Initiatives Tools & Technologies Salesforce Microsoft Outlook Microsoft Teams Microsoft Excel Microsoft PowerPoint Microsoft SharePoint #J-18808-Ljbffr Jobtailor