Saturna Capital
IAS Relationship Manager
Saturna Capital, Bellingham, Washington, us, 98227
Job Posting: IAS Relationship Manager
The Investment Advisory Services (IAS) Relationship Manager will report to the Vice President of Wealth Management. As a Relationship Manager for IAS, your primary responsibility is to oversee a book of clients, ensuring their satisfaction, and strategically growing their wallet share within the company. This role demands a combination of financial acumen, interpersonal skills, and a deep understanding of client needs in the wealth management sector.
Location:
Bellingham, WA (onsite/Hybrid)
Hiring Range:
$90,000 – 108,000 (Full Wage Range: $90,000 – 128,000)
Primary duties include:
Managing a book of affluent and high-net-worth clients, providing comprehensive wealth management solutions
Proactively identifying opportunities to deepen and grow clients' assets under management through cross-selling and referrals; this includes calling on current clients $1MM in funds not IMA and/or no financial plans done.
Serving as the primary point of contact for client inquiries and service requests along with other team members.
Conducting regular client performance reviews with team members, and as necessary with PMs, to address clients’ evolving needs and objectives
Staying abreast of market trends, regulatory changes, and industry best practices to provide informed advice to clients
Our Employee Benefits package includes:
100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities
Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
401k with generous match
Profit sharing and annual performance bonuses
11 personal and 10 vacation paid days off
10 paid holidays (per NYSE holiday schedule)
Paid Parental and Bereavement leaves
Up to $1,000 per month in childcare/tuition assistance
Adult continuing education and professional development assistance
Free YMCA gym membership
Home-buyer assistance program
Required Education and Experience:
Bachelor’s degree from a related field of study, Master’s or MBA preferred
Series 7, 63, and 65 or equivalent licenses required
CFP Charter Holder preferred or other related certifications
Strong customer service background with prior experience in sales
Knowledge of financial products and personal finance
Founded in 1989, Saturna Capital is a bottom-up, fundamental research-oriented investment management firm. It is investment advisor to twelve mutual funds and a variety of private client investment accounts, with assets under management of over $9 billion.
We are an Equal Opportunity Employer and a Drug-free Workplace.
We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
We Use E-Verify
CA Residents, please see our privacy notice here:
https://www.saturna.com/privacy-center
#J-18808-Ljbffr
The Investment Advisory Services (IAS) Relationship Manager will report to the Vice President of Wealth Management. As a Relationship Manager for IAS, your primary responsibility is to oversee a book of clients, ensuring their satisfaction, and strategically growing their wallet share within the company. This role demands a combination of financial acumen, interpersonal skills, and a deep understanding of client needs in the wealth management sector.
Location:
Bellingham, WA (onsite/Hybrid)
Hiring Range:
$90,000 – 108,000 (Full Wage Range: $90,000 – 128,000)
Primary duties include:
Managing a book of affluent and high-net-worth clients, providing comprehensive wealth management solutions
Proactively identifying opportunities to deepen and grow clients' assets under management through cross-selling and referrals; this includes calling on current clients $1MM in funds not IMA and/or no financial plans done.
Serving as the primary point of contact for client inquiries and service requests along with other team members.
Conducting regular client performance reviews with team members, and as necessary with PMs, to address clients’ evolving needs and objectives
Staying abreast of market trends, regulatory changes, and industry best practices to provide informed advice to clients
Our Employee Benefits package includes:
100% company-paid medical premium for employees; High-deductible plan offers full family coverage at no cost to employee
Health Savings Account with employer contribution, Employee Assistance Program, regular Wellness activities
Supplemental insurance such as Long-Term Disability, Voluntary Life, Critical Illness
401k with generous match
Profit sharing and annual performance bonuses
11 personal and 10 vacation paid days off
10 paid holidays (per NYSE holiday schedule)
Paid Parental and Bereavement leaves
Up to $1,000 per month in childcare/tuition assistance
Adult continuing education and professional development assistance
Free YMCA gym membership
Home-buyer assistance program
Required Education and Experience:
Bachelor’s degree from a related field of study, Master’s or MBA preferred
Series 7, 63, and 65 or equivalent licenses required
CFP Charter Holder preferred or other related certifications
Strong customer service background with prior experience in sales
Knowledge of financial products and personal finance
Founded in 1989, Saturna Capital is a bottom-up, fundamental research-oriented investment management firm. It is investment advisor to twelve mutual funds and a variety of private client investment accounts, with assets under management of over $9 billion.
We are an Equal Opportunity Employer and a Drug-free Workplace.
We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
We Use E-Verify
CA Residents, please see our privacy notice here:
https://www.saturna.com/privacy-center
#J-18808-Ljbffr