Relationship Manager

Relationship Manager

Job Description

WHO WE ARE

Integrated Capital Management, LLC, is a SEC registered, fee-based fiduciary wealth management firm dedicated to delivering comprehensive, objective financial advice. For over fifteen years, we have served a sophisticated and affluent client based – helping families and individuals navigate complex financial landscapes with clarity and confidence. At ICM, our culture is collaborative: every team member contributes meaningfully to client outcomes and firm success. We hold ourselves to the highest fiduciary standard and take pride in the trust our clients place in us.

JOB SUMMARY

Our Relationship Managers play a pivotal role in delivering an exceptional client experience by focusing on three core responsibilities: serving, retaining, and growing client relationships. This position offers a dynamic blend of responsibilities, including providing outstanding service to existing clients, developing business within a targeted market niche, and cultivating opportunities generated through referrals. You will have a meaningful impact at every stage of the client relationship while working closely with an affluent clientele to help them achieve their financial goals.

KEY ACCOUNTABILITIES

- Successfully manage assigned client relationships, resulting in a high client retention rate

- Exercise strong relationship management skills with an ability to guide clients to their financial goals

- Engage in systematic client reviews in person and on MS Teams following a firm agenda

- Play a lead role in scheduling, organizing, and delivering engaging presentations to highly educated prospective clients

- Open to learning the firm’s eMoney financial planning construction, modeling, and presentation process

- Bring on new clients through client referrals, networking, and presentations

- Stay up-to-date on industry and regulatory updates, the economy, financial markets, fraud, and cybersecurity threats

- Assist with social media marketing efforts

- The ideal candidate will possess personal motivation and drive, and will thrive in the firm’s high-performing environment

REQUIRED QUALIFICATIONS

- 2-5 years of experience in financial planning, wealth management, or insurance

- Bachelor's degree required; Accounting, Finance, or Economics preferred

- CFP® designation (or active pursuit) is a strong plus

- Have a passion for providing first class service, with the ability to effectively interact directly with clients

- Exceptional communication, presentation, and active listening skills

- High personal accountability with a proactive, upbeat, team-first attitude

- Have proven analytical and organizational skills and strong attention to detail, accuracy, and deadlines

- Fiduciary mindset — unwavering commitment to client best interests and confidentiality

SALARY AND BENEFITS - Based on industry benchmarks and include:

- A salary based on experience

- Quarterly performance bonus tied to client relationship metrics

- Health care, 401(k) with firm match, and profit-sharing plan

- Paid vacation and a supportive, professional work environment

Ready to Talk?

Submit your resume and cover letter to [email protected] to be considered for this coveted opportunity.