Administrative Manager - RMB Capital Management - Chicago, IL - EXPIRED

Why RMB Capital?

RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $9 billion in assets under management. We are seeking an Administrative Manager to join our team in Chicago, Illinois.

At RMB Capital, we are committed to building relationships and making a difference. We regularly appreciate our employees who demonstrate our values. We host monthly events including themed happy hours to give our employees the opportunity to build relationships by getting to know each other better.

We are passionate about enriching the lives of our teammates, our clients, our partners, and the communities in which we live and work. Our values are:

• Do the Right Thing
• Invest in Relationships
• Never Settle
• Leave No Stone Unturned
• Get It Done

RMB has grown dramatically since its founding in 2005 to be counted among Barron's Top 50 Independent Registered Investment Advisors (RIAs) globally. Our businesses include wealth management, family office services, asset management, and retirement plan consulting. Our headquarters are in Chicago, Illinois. We have offices in Chicago, Illinois, Denver, Colorado, Lake Forest, Illinois, Milwaukee, Wisconsin, Minneapolis, Minnesota, St. Joseph, Michigan, and Washington D.C.

About The Role

Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting clients’ unique investment and retirement goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.

RMB Wealth Management provides holistic financial planning services as well as asset allocation recommendations and investment implementation for high-net-worth individuals and families. Its goal is to pilot a personalized financial plan designed with each client’s best interests, unique needs, and long-term objectives in mind.

Responsibilities

• Leads the administrative and client service training functions and resolves complex administrative issues for the Wealth Management team.
• Provides an advanced level of leadership and development for team members
• Performs many of the responsibilities of the non-advisor members of the Wealth Management team and acts as back-up when needed
• Provides primary support for Advisors with clients and prospects
• Provides quality control on client-facing documentation
• Supports advisor through routine client contact and relationship management
• Leads training of team members on administrative and client service responsibilities
• Leads efforts to complete administrative, client service, and departmental projects
• Resolves complex custodial and third-party manager issues
• Assists in coordinating preparation of prospect presentations
• Participates in cross-functional projects which support the development and implementation of new processes, systems, and best practices
• Provides feedback on new hire performance
• Effectively communicates with clients, advisors, team members, and trusted advisors

Qualifications

• Undergraduate degree or equivalent work experience required
• Five or more years experience of in wealth management or equivalent field preferred
• Experience servicing customers preferred
• Demonstrated ability to multi-task and prioritize work required
• Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
• Must be able to follow defined processes where they exist, while also adjusting and using good judgment when business circumstances dictate
• Ability to direct and manage team workflow and delegate appropriately
• Ability to work independently and in a collaborative team
• Excellent written and oral communication skills required
• Series 65 required
• CFP preferred

Perks

We offer medical, dental, vision, and mental health coverage, competitive salaries, a profit-sharing plan, a wellness program, and flexibility with our hybrid work model.

Hybrid Model and Dress for Your Day – We implemented a hybrid model where our employees are encouraged to work 3 days in the office and 2 days remotely. We offer a Home Office Stipend to cover the cost of our employees buying equipment to work from home. Our dress code is dress for your day to allow our employees to dress comfortably and appropriately for their day.

Wellness & Mentorship Program - We are committed to helping our employees live happy and healthy lives. We offer a comprehensive wellness program that focuses on whole-body health and wellness. New employees are paired with a mentor when they start to help with cultural integration, career development, and building relationships.

Appreciation - We recognize and appreciate employees who stay at our firm with anniversary awards including extra time off, cash awards, and sabbaticals.

Volunteer PTO Days - We care deeply about philanthropy and the communities we are a part of which is why we allow our employees to take two additional paid days off to volunteer at a non-profit organization. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.

So—what do you think?

If you have made it this far, we are excited to meet you too. We are hopeful that this role will give you the experience to make a difference in our clients’ lives, passion to serve our communities, and fulfillment to make you never want to leave our team.

RMB Capital is an independent investment advisory firm. To learn more about RMB, visit www.rmbcap.com.

RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation, and training.