SB Financial Services Manager manages and directs small business financial service activities. Develops sales and servicing plans to enhance client relations and portfolio growth. Being an SB Financial Services Manager requires a bachelor's degree. Typically reports to a top management. The SB Financial Services Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be an SB Financial Services Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
Relationship Manager - Wealth Management
As a Relationship Manager for CG Financial's Wealth Management Division, you will be an integral contributor as we serve clients. You'll operate in a team environment, focusing on the firm's segments of wealth management clients. You'll leverage your skills and expertise to deliver value to your team and our clients. This is a vital client-facing role. In addition, you should have a keen eye for detail and a knack for streamlining processes and working efficiently.
CG Financial is a demanding environment that is rapidly growing. We service clients in multiple states and through multiple office locations. CG Financial is an EOS company.
Our Core Values:
Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.
Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.
Self-Motivated: You have a driven and proactive personality, result-oriented, and accept challenges.
Authentic: Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics.
Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.
This position will be in-office in Williamston, Michigan.
1. Ensure consistent delivery of exceptional service of the team to meet or exceed client expectations and service standards.
2. Maintain a high standard of compliance in all aspects of the business.
3. Help the Senior and Managing Financial Advisor achieve their new business goals.
Requirements:
Nice to Have:
Targeted Compensation Range: $60k - $85k depending on experience and qualifications and includes base performance bonus.