Relationship Manager

About the Opportunity

We are an innovative company seeking a Relationship Manager to work with in our entrepreneurial environment.  The ideal candidate must be capable of managing multiple tasks simultaneously including being the primary contact for client relationships, coordinating client services with our attorneys, participating in a team approach, willingness to identify gaps in services and recommend solutions while managing schedules along with ongoing projects with an emphasis on prioritizing work.  The right person possesses superior organizational skills demonstrating an ability to embrace change and excel in a fast paced, high energy environment.

 

Qualifications/AttributesDesire to learn skills necessary to deliver exemplary service and subject matter within areas of responsibility. Be the firm’s ambassador, conveying positive attributes of the firm to all of the firm’s business relationships; create awareness of other services offered by the firm. Ability to maintain discretion, understanding the sensitivity of varying issues while remaining mindful of burdens placed upon clients. Effectively execute delegated responsibilities with a minimum of guidance and oversight. Solid understanding of process management and ability to apply to practices within areas of responsibility. Understand business purpose, structure, organization, and relationships; coordinating with colleagues to promote team approach so as to seamlessly deliver services to clients. Capable of exercising sound business judgment and confidence to filter among distributed responsibilities within the firm. Exercise sound business judgment and confidence to leverage support from other resources within the firm. Solid understanding of office software applications. Expand, develop, and innovate their role to meet the dynamic needs of the company (willing to embrace change); increasing the influence and reach of the position within the organization and to outside business relationships. Desire to be held accountable for actions and inactions.

 

About the Companies

MarketCounsel is a business and regulatory compliance consulting firm dedicated to the success of our clients: entrepreneurial investment advisory firms nationwide. Our comprehensive service offering revolves around sound, yet business-savvy, regulatory compliance solutions for a focused niche of clientele. We pair best-of-class compliance professionals with state-of-the-art technology to deliver such solutions and meet our clients' needs. The aforementioned technology includes MailBanc, which offers a managed electronic communication platform for enforcing e-mail compliance policies, and AdvisorID, our comprehensive solution designed to offer the essential tools for financial advisors to market their services to existing or prospective clients via online and offline initiatives.

 

Our affiliated law firm, the Hamburger Law Firm, renders legal counsel to investment advisers, broker-dealers, hedge funds, family offices, and registered securities personnel. While our client base is explicit, our scope is broad. We represent clients across the country and our attorneys blanket different segments within our areas of practice. All while maintaining an intense focus in our niche.

 

Benefits

We recognize people as our most valuable asset. Our competitive salary and benefits package includes 401(k) retirement plan, profit sharing, bonuses based on individual performance, dental insurance, medical insurance, paid time off, wellness programs, casual dress code, paid company holidays, free parking, a dependent scholarship program, concierge services, and on-site personal services.

 

TO APPLY:

Inquiries should include a well-formatted resume and cover letter along with compensation requirements and goals. All other submissions will be disregarded.