Brookstone Capital Management
Relationship Manager
Brookstone Capital Management - Wheaton, Illinois, United States, 60189
Work at Brookstone Capital Management
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Overview
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Brookstone Capital Management , a rapidly growing national Turnkey Asset Management Platform (TAMP) with over $11B in Assets Under Management (AUM), provides personalized and comprehensive wealth management services to over 700 Advisors and 50,000 clients. We have been one of the fastest-growing TAMPs in the country since its inception by providing a comprehensive, and flexible open-architecture platform. Brookstone has found success by being laser-focused on providing an all-inclusive support system that will help Advisors start, build, and grow their Advisory businesses.
Position Overview:
We are seeking to add a highly skilled
Relations Manager
who will play a crucial role in building and managing relationships with Financial Advisors utilizing Brookstone's Platform. The ideal candidate will have a deep understanding of TAMP and/or Investment Advisory services, possess excellent interpersonal skills, and be dedicated to delivering exceptional client experiences. The successful candidate will be a hands-on, positive, high-energy, and collaborative individual who is able to deliver real results while create long-lasting relationships with Brookstone's Advisors. Responsibilities: Act as the main point of contact for Financial Advisors, providing guidance on Brookstone's TAMP services and addressing inquiries. Cultivate and maintain strong relationships with Financial Advisors, understanding their business goals and needs. Proactively facilitate the investment process for Financial Advisors and their clients while understanding the life cycle of each Advisor's business and helping them be successful. Collaborate with internal teams to ensure the successful onboarding and ongoing support of Financial Advisors on Brookstone's TAMP. Provide training and education to Financial Advisors on Brookstone's tools, products, and services. Work closely with cross-functional teams to enhance Brookstone's TAMP based on Financial Advisor feedback and market trends. Monitor and analyze Financial Advisor performance metrics, identifying areas for improvement and growth. Stay informed about industry developments, regulatory changes, and TAMP best practices. Perform other related duties as assigned Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field. Proven experience as a Relationship Manager or a similar role. In-depth knowledge the Financial Advisory industry. Prior experience with TAMPs a plus. Strong understanding of investment products, strategies, and portfolio management. Exceptional communication and presentation skills. Ability to build and maintain strong relationships with Financial Advisors. Detail-oriented with excellent organizational and problem-solving skills. Position:
Full-time Location:
Wheaton, IL (100% onsite - not a remote/hybrid/WFH position) Benefits:
Medical, Dental, Vision, 401(k) w/match, Life, Maternity, and PTO (paid vacation, sick, and personal time off) Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Customer Service, Sales, and Business Development Industries Financial Services, Investment Management, and Insurance Referrals increase your chances of interviewing at Brookstone Capital Management by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Relationship Manager” roles.
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Relations Manager
who will play a crucial role in building and managing relationships with Financial Advisors utilizing Brookstone's Platform. The ideal candidate will have a deep understanding of TAMP and/or Investment Advisory services, possess excellent interpersonal skills, and be dedicated to delivering exceptional client experiences. The successful candidate will be a hands-on, positive, high-energy, and collaborative individual who is able to deliver real results while create long-lasting relationships with Brookstone's Advisors. Responsibilities: Act as the main point of contact for Financial Advisors, providing guidance on Brookstone's TAMP services and addressing inquiries. Cultivate and maintain strong relationships with Financial Advisors, understanding their business goals and needs. Proactively facilitate the investment process for Financial Advisors and their clients while understanding the life cycle of each Advisor's business and helping them be successful. Collaborate with internal teams to ensure the successful onboarding and ongoing support of Financial Advisors on Brookstone's TAMP. Provide training and education to Financial Advisors on Brookstone's tools, products, and services. Work closely with cross-functional teams to enhance Brookstone's TAMP based on Financial Advisor feedback and market trends. Monitor and analyze Financial Advisor performance metrics, identifying areas for improvement and growth. Stay informed about industry developments, regulatory changes, and TAMP best practices. Perform other related duties as assigned Qualifications: Bachelor's degree in Finance, Economics, Business, or a related field. Proven experience as a Relationship Manager or a similar role. In-depth knowledge the Financial Advisory industry. Prior experience with TAMPs a plus. Strong understanding of investment products, strategies, and portfolio management. Exceptional communication and presentation skills. Ability to build and maintain strong relationships with Financial Advisors. Detail-oriented with excellent organizational and problem-solving skills. Position:
Full-time Location:
Wheaton, IL (100% onsite - not a remote/hybrid/WFH position) Benefits:
Medical, Dental, Vision, 401(k) w/match, Life, Maternity, and PTO (paid vacation, sick, and personal time off) Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Customer Service, Sales, and Business Development Industries Financial Services, Investment Management, and Insurance Referrals increase your chances of interviewing at Brookstone Capital Management by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Disability insurance Get notified when a new job is posted. Sign in to set job alerts for “Relationship Manager” roles.
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