Relationship Manager (In-Office; Ligonier, PA)

Job Description:

The Relationship Manager is a client relationship and investment management position that provides support for the Lead Advisor. They are focused on building strong, lasting relationships with clients through proactive engagement and strategic outreach. This role involves servicing existing clients, identifying potential clients, understanding their needs, and providing tailored solutions that align with the company’s offerings. The individual will engage with clients through networking, meetings, and follow-ups, ensuring a positive and value-driven experience. Additionally, they will collaborate with internal teams to ensure seamless onboarding and continuous support, fostering trust and long-term partnerships that drive business growth.

 

Duties:

  • Conduct regular reviews and updates of client portfolios, ensuring alignment with their financial objectives and market trends.

  • Collaborate with clients to identify their financial needs and life goals, providing education and guidance on financial decision-making.

  • Stay updated on industry trends, regulatory changes, and market conditions to ensure the best financial advice is provided.

  • Maintain compliance with industry standards and regulations.

  • Contribute to strategic planning initiatives aimed at enhancing client experience and firm growth.

  • Collaborate with internal teams, including compliance, operations, and portfolio management, to deliver seamless service.

  • Identify and develop relationships with potential clients through networking, referrals, and other business development strategies.

  • Generate leads and create business proposals tailored to prospective clients' financial needs.

  • Build and maintain strong relationships with clients and industry partners to foster long-term business growth.

  • Represent the company at industry events, conferences, and client meetings to enhance business presence and reputation.

Qualifications:

  • Solid academic track record with a Bachelor’s degree in Finance, Business, or related field.

  • 3-5 years of experience in financial advisory, wealth management, or a related client-facing role within the financial services industry.

  • Demonstrated experience in managing and nurturing client relationships, particularly with high-net-worth individuals or families.

  • Strong understanding of financial products, investment strategies, and market analysis.

  • Excellent communication, presentation, and interpersonal skills.

  • Ability to work independently and manage multiple client relationships.

  • Ability to network, develop leads, and establish client relationships effectively.

  • Desire/ability to work successfully in a small company environment

  • Self-starter, takes initiative; client first attitude

Salary & Benefits:

  • Competitive salary commensurate with experience

  • Generous PTO package

  • 401k match after 1 year of employment

  • Company paid LTD and Life Insurance

  • Health Insurance options

**Interested applicants can send a cover letter and resume to jbuterbaugh@covingtoninvestment.com**