Relationship Manager
- Employer
- ACM - Austin, Texas
- Location
- Austin, Texas
- Salary
- base salary + benefits + additional compensation based on firm AUM growth.
- Closing date
- Oct 14, 2022
View more
- Job Function
- Relationship Management
- Industry Sector
- Asset Management
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- 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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