Client Relationship Manager - RMB Capital Management - Denver, CO - EXPIRED
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Job Information:
Company: RMB Capital Management
RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with approximately $9 billion in assets under management. We are seeking a Client Relationship Manager to join our Retirement Plan Solutions team in Denver, Colorado.
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 and coffee get togethers to give our employees the opportunity to build relationships by getting to know each other.
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
We are actively committed to the personal, professional, and financial growth of each other. We believe there is no greater accomplishment than knowing that at the end of the day, we are making a difference.
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
We are seeking a Client Relationship Manager to join our team in Denver, Colorado.
Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client’s 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
- Support Retirement Plan Solutions (RPS) team by managing ongoing client relationships in a manner that ensures client success, satisfaction, and loyalty.
- Understand and be able to communicate complex retirement plan concepts to plan administrators or plan fiduciary committees.
- Assist team with new business development efforts including preparing proposals and being involved with presenting at prospect meetings.
- Create and manage client service strategy, schedule client committee meetings, collaborate with service providers to gather information, prepare quarterly reporting, attend committee meetings, manage any follow up items, and develop and execute a participant education strategy.
- Present at group participant education meetings and meet with individual participants to provide planning and investment advice.
- Coordinate RPS prospect events and manage marketing campaigns with a focus on attracting new business.
- Attends vendor meetings, industry events and conferences.
- Continue to grow professionally and attend industry conference calls and attend industry conferences / workshops to help ensure your knowledge of retirement plan regulations and best practices stays current.
- Collaborates with other RMB Business units and special operational projects as necessary.
- Some overnight travel may be required.
Qualifications
- Bachelor’s degree or equivalent work experience
- Minimum of 3 years of experience in a retirement plan service-related capacity with increasing responsibilities.
- Retirement industry related credentials preferred (QPFC, QKA, QPA, CPC, AIF, etc.)
- Experience working with Retirement Plan Advisory Group (RPAG) or similar practice management platform preferred.
- Working knowledge of ERISA and the retirement plan industry.
- Ability to read, interpret and apply retirement plan document provisions.
- Basic understanding of Microsoft Office Suite with ability to adapt to new computer systems quickly and efficiently.
- Strong communication skills, verbal and written.
- Strong work ethic and ability to prioritize multiple projects.
- An entrepreneurial spirit, dedication to the retirement plan industry and passion to serve clients.
Perks
We offer medical, dental, and vision coverage, competitive salaries, profit sharing plans, a wellness program, and flexibility with our hybrid work model.
Hybrid Model and Dress for Your Day - The pandemic showed us how capable and motivated our employees are while working remotely which is why we changed our policy to a hybrid model where our employees work 2 days remotely and 3 days in the office. RMB Capital offers 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.
RMB Capital Wellness Program - We are committed to helping our employees live happy and healthy lives. RMB Capital partners with WellWorks to offer our employees a comprehensive wellness program which focuses on whole body health and wellness. We have companywide wellness challenges where employees can earn gift cards, national park passes, and more by participating.
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 are actively committed to the personal, professional, and financial growth of each other, our firm, our clients, our partners, and our communities. We deeply care about our communities which is why we allow our employees to take two additional paid days off from work 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.
Apply Here: https://www.click2apply.net/yyEzpycw5P5ogtD4PsnkkY
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