CFP Relationship Management DirectorVirtualVocations • Murfreesboro, Tennessee, United States
CFP Relationship Management Director
VirtualVocations • Murfreesboro, Tennessee, United States
Hace 4 días
Tipo de contrato
- A tiempo completo
Descripción del trabajo
A company is looking for a Relationship Management Assistant Director.
Key Responsibilities
Implements relationship management strategies and initiatives for Sophisticated Planning Strategies (SPS)
Serves as the primary contact for top firms, cultivating strategic relationships and enhancing client experience for high-net-worth clients
Coordinates with financial, legal, and tax professionals to ensure timely delivery of complex cases that meet advisor expectations
Required Qualifications
Bachelor's degree required; advanced degree preferred
Minimum 7 years of experience in process management, case management, and client-facing financial planning
CFP designation required or working towards it within 12 months
HNW planning experience required
Proficiency in financial planning software systems
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Director Relationship Management • Murfreesboro, Tennessee, United States
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