Private Client Relationship Manager

“I can be myself at work.” You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.   We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.  “I can influence my income.”  You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.  “I can lead a full life.”  You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.  Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options  Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love  Access on-demand professional development resources that allow you to hone existing skills and learn new ones  Role summary: The Private Client Relationship Manager role is responsible for the day-to-day management of the advisor’s practice to ensure execution of the sales and service goals and to keep the advisor and practice in motion. This Associate will provide subject matter expertise in various areas to offer solutions to complex client matters. Additionally, this role will provide oversight of the Client Service Associates (CSA) and other practice support staff to anticipate, facilitate, and advance client servicing, prospecting, and sales efforts for the practice(s) they support. Primary responsibilities/essential functions: Delivers impeccable service to clients, prospects, and centers of influence; ensures service plan is established and achieved. Focuses on growing share of wallet for existing clients and retention. Establishes team’s efficient and consistent operating norms, commitments, role clarity, communication protocols, organizational methods, and succession/contingency planning. Identify and drive opportunities for process improvement. Designs and executes the value proposition for the practice, including the ideal client and target market. Co-builds and execute an actionable Business Plan to drive growth in the target market with Private Wealth Advisor (PWA); leverage data to track and report on the team’s progress towards sales and service goals and KPIs. Partners with Marketing to uncover prospective client opportunities, organize and follow-up with leads (e.g., digital lead generation). Reviews practice metrics (for efficiency and measurement of sales success). Proactively manages client relationship including existing clients, prospects and COIs Resolves complex client issues. Builds rapport with internal and external contacts. Anticipates, executes, and prioritize activities from prospects, centers of influence, and clients to ensure successful execution. Manages regular practice meetings to discuss health of the business and progress to goals, including business planning retreats, including pipeline management. Acts as the connection between PWA, CSA and partners, ensuring open communication and aligned priorities. In partnership with the PWAs, facilitates exercises that deepen trust and synergy across the team. Drives efficient execution of tasks across the organization. Prepares and delivers local Wealth Strategy Analyses. Curates and delivers asset allocation recommendations to PWA, clients and prospects. Participates in or leads projects related to practice priorities. Dotted line supervision of the practice’s CSA. Telephone and email coverage. Additional responsibilities as designed. Skills/qualifications: Demonstrates initiative to anticipate client needs and identify sales opportunities. Demonstrates ability to plan processes and work for a group or team to assure work is completed in a timely manner and anticipates implications of decisions made and downstream impact. Demonstrates initiative by identifying and recommending solutions on complex and broad matters. Demonstrates ability to collaborate and develop/maintain working relationships inside and outside the organization to enable effective completion of business objectives. Demonstrates sound judgment in resolving matters of high complexity. Demonstrates effective and professional service orientation and builds appropriate rapport with internal and external contacts. Demonstrates ability to instill trust through self-confident interactions and in-depth financial and business acumen. Demonstrates ability to influence groups and/or more senior associates. Demonstrates learning agility and intellectual curiosity in areas of high complexity, ambiguity, and diversity. Demonstrates initiative by identifying issues and recommending solutions on complex and broad matters. Consistently demonstrates the ability to evaluate and appropriately address privacy and confidentiality concerns when dealing with others (or associates outside the department or group). Maintains in-depth knowledge of confidentiality and privacy expectations and controls. Demonstrates ability to effectively plan and manage the work of others. Demonstrates the ability to identify, assess, respo