Mutual Group
Mutual Group is a financial services firm dedicated to empowering investment advisors with personalized solutions. They focus on helping advisors grow their businesses through investment management, technology support, compliance assistance, and staffing resources. With over $13 billion in assets under management, Mutual Group provides a comprehensive suite of services designed to simplify operations and enhance client service, allowing advisors to focus on their unique business goals.
Director - Relationship Manager
February 10
Mutual Group
Mutual Group is a financial services firm dedicated to empowering investment advisors with personalized solutions. They focus on helping advisors grow their businesses through investment management, technology support, compliance assistance, and staffing resources. With over $13 billion in assets under management, Mutual Group provides a comprehensive suite of services designed to simplify operations and enhance client service, allowing advisors to focus on their unique business goals.
📋 Description
• Seeking a motivated, proactive and client-focused Relationship Manager • Serve as a trusted partner to advisors • Essential in ensuring a differentiated client experience • Play a key role in advisor onboarding, growth and innovation • Serve as a key client advocate across the organization • Responsible for daily advisor engagement and adding value to the overall client relationship • Support onboarding of new clients and resolve issues • Execute on client engagement and growth initiatives • Serve as an escalation point for clients • Travel for in-person client meetings, events and conferences • Contribute towards company-wide initiatives in support of its mission to power advisors' success
🎯 Requirements
• 5-7+ years of financial services industry experience • Preference given to candidates with financial technology experience and Series 63 and 65 or 66 • Experience working in an operational setting and understanding the inter-connectedness of how operations, compliance and technology come together in the advisory industry • Bachelor’s degree in business management or related area, or equivalent experience • Deep understanding of the financial advisory and independent broker-dealer space including custodians, compliance consultants, technology vendors, platform providers, and product companies. • Strong communication skills, both written and oral • Comfortable with public speaking/presentations • Demonstrated problem-solving and decision-making skills
🏖️ Benefits
• Competitive salary and comprehensive benefits package including health insurance • Matching 401(k) • Generous PTO • Wellness initiatives • Opportunities for continuous learning and professional development in a supportive and growth-oriented environment
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