Hermitage Wealth Management, Inc., an established and growing firm, is seeking to add a Lead Relationship Manager.
A full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting. We have lofty goals within our industry and seek to add teammates to help us attain them. Due to our continued growth, we are seeking a leadership-level candidate who has the capacity to flourish in a multifaceted role:
Must identify with firm’s Core Values:
“Be Able” - reliable, accountable, capable
Nimble & Efficient
Deliver an Apple Pie Experience
Candor and Forgiveness
Is your heart in it?
As a Lead Relationship Manager, you will be a member of a detail-oriented team in an ever-evolving environment. Your main responsibilities will focus on providing high-touch customer service while balancing the operational needs of the organization which include, but are not limited to:
Work alongside Plan Analysts and serve as primary contact for a subsection of firm clients
Overseeing Plan Analyst to ensure coordination of deliverables
Assist Corporate Plan Analyst
Coordinate efforts of Corporate Plan Analyst and Advisor
Create organizational clarity, communication, and consistency
Processes & Technology Integration
Audit workflows to ensure adherence to firm processes
Review, monitor processes and solicit feedback regularly to ensure effectiveness
Partner with vendors to increase capabilities
Investigate new technology to increase effectiveness, improve results
What it takes:
BA/BS degree or equivalent experience
Financial services experience
Polished, outgoing personality
Professional communication skills (both written and spoken)
Enjoy working in a fast-paced environment & adaptable to constant change
Ability to multi-task & absolute can-do attitude
Significant opportunities for advancement
Performance-based bonus structure
401(k) plan with generous employer contribution
Sponsorship of necessary licenses or certifications
Internal Number: 001
About Hermitage Wealth Management, Inc.
A full service comprehensive financial planning and investment advisory firm with a specialization in corporate retirement plan consulting.