Relationship Manager

Recruiter
ACM - Austin, Texas
Location
Austin, Texas
Salary
base salary + benefits + additional compensation based on firm AUM growth.
Posted
14 Sep 2022
Closes
14 Oct 2022
Ref
RM
Industry Sector
Asset Management
Employment Type
Full Time
Education
Bachelors

Looking for a relationship management (RM) professional to assist with client retention, investment policy statement (IPS) account reconciliation, and client onboarding.  RM will develop a system for periodic client "touches" to help retain clients and reconcile a client's portfolio to their respective IPS.  RM will also assist in client onboarding through client interaction and the development of client's IPS.  Additionally, an RM will have the opportunity to develop additional compensation from client's they attract to ACM and will be eligible to receive bonuses that are based on firmwide assets under management growth.  RM must be a good communicator and someone that is a self starter.  

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