The Relationship Manager (RM) is responsible for strategic growth for the Dallas office and for ensuring clients receive a high level of touch and an excellent STMM client experience. RMs are responsible for client communication to include face-to-face meetings, emails and phone calls, and ensuring client requests are being fulfilled and followed up on. RMs do not make investment decisions related to the investment of the account, but instead work with the Portfolio Management team to ensure accounts are invested according to asset allocation and risk tolerance. This position is also responsible for developing new business in the Dallas and surrounding markets. An ideal candidate would have a book of business they could bring to STMM and a desire to be a market leader in the Dallas market to ensure STMMs Dallas client-base is growing. This position reports to the Managing Director, Director of Relationship Management in San Antonio.
Client relationship management
Provide strong customer service and client experience to all clients
Communicate with clients in the form of regular portfolio meetings to go over the client’s portfolio and performance, and through phone calls and email
Meet with clients/prospects to complete new account documents, conduct a risk assessment to determine if STMMs products are a fit for their investment needs, and other forms required to manage the relationship
Schedule meetings and prepare appropriate documents
Respond to client requests and ensure requests are being fulfilled in a timely fashion
Adhere to STMMs Service Checklist to ensure clients are being serviced as required by our policies
Prepare and present to current clients and/or prospects and educate them on STMMs investment process and philosophy
Cultivate relationships to grow assets under management
Ensure open “opportunities” assigned to the IA are followed up on to ensure a high close rate
Maintain opportunities and client information in CRM
New Business Development
Work with STMM sales manager to build new client pipeline by identifying and properly qualifying new client opportunities (individuals and institutions)
Cultivate referrals utilizing strategic relationships and contacts, both existing and new, and aggressively pursue contact with leads, convert leads to prospects, and prospects to clients
Develop and cultivate centers of influence (attorneys, accountants, doctors, etc.)
Attend and promote company sponsored events and community activities intended to raise the profile of STMM
Record all prospect activities in CRM and provide activity reports to sales manager
Bachelor’s degree from four-year University. Series 65 license, CFA or CFP considered a plus. 5+ years of experience in investment advisory client relationship management required. Investment Advisory and Trust experience preferred. Strong leadership qualities with good communication and interpersonal skills. Strong understanding of investment advisory customer and market dynamics. Demonstrated proficiency with all MS Office products. Salaried position.
Additional Salary Information: Negotiable and based on experience
South Texas Money Management, Ltd. (“STMM”) is a registered investment adviser and was founded in late 2000 by Jeanie Wyatt, CFA. South Texas Money Management manages approximately $3 billion in assets under management and offers investment advisory services to individuals, trusts, estates, employee benefits plans, and endowments. STMM has offices in San Antonio, Austin, Corpus Christi, Dallas and Houston to serve our clients.