CPA Relationship Manager

The CPA Relationship Manager is a key role in delivering wealth management services to firms and driving results for CPA firms. The role of the CPA Relationship Manager is to work directly with affiliate CPA firms to grow their wealth management business. The Relationship Manager guides the firm to implement best practices for establishing wealth management as a core offering in their firm, including prospecting wealth management leads and coaching CPAs on an effective client approach. Our unique approach to client development combines a need for financial planning expertise, coaching, lead identification, and data management into one position focused on helping CPAs help their clients.  

What you will do:

• Be a driving force to execute CPA firm’s wealth management strategic vision, business plans, growth and retention strategies in conjunction with Affiliate Development Director and Territory Director.
• Collaborate with firm and Financial Planning Consultants on wealth management SWOT assessments, goal setting, priorities/plans and recommended growth strategies.
• Assist CPA firms in growing their wealth management business through discovery, creation of goals/priorities, promoting business strategies, driving best practices, identifying client opportunities, coaching on client approach. Asses, diagnose and present best practices & solutions to firms.
• Responsible for firm growth including number of CPA firm producers and firm penetration. Plays critical­­­ role in achieving net new asset targets for assigned firms.
• Communicates wealth management/financial planning strategies and ideas for successful introductions to the CPA firm’s clients. 
• Hosts regular educational sessions on their own or with other partners to inform CPAs on broad wealth management/planning topics. 
• Tracks and reports prospect and pipeline activity in CRM, to supervisor, financial planning consultants, CPA firm leadership and other leaders.

• Conduct regular communication with firm leaders on progress and accountability, holding CPA firm accountable to results.

   

What you need to have:

• At least 5 years related financial services/planning experience and/or training
• Demonstrated financial management and budgeting skills with ability to make sound business decisions based on data and statistics
• Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
• Build strong relationships across all teams by fostering collaboration.
• Act as a partner in connecting ideas, questions or opportunities with internal team members and subject matter experts.

• Responsible for project management and integrating resources to ensure timely deliverables to CPA firm for project completion.

   

 What is nice to have:

• Bachelor’s degree (B.A.) from four-year college or university preferred
• Series 65 and state insurance license, preferred
• CFP preferred

Travel requirements: Travel to CPA firm based on segmentation and engagement model (20% travel).

Compensation: The salary range for this role is from $60,000-$95,000 base, a competitive incentive-base bonus.  Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.