Careers

Relationship Manager

Date Posted: 10/31/2011

Dowling & Yahnke, LLC is one of the largest independent wealth management firms in San Diego. Founded in 1991, we serve high net worth clients who value an extremely personal, fee-only, fiduciary advisor relationship and a disciplined investment strategy. We are seeking a highly motivated and highly ethical Relationship Manager to join our knowledgeable, credentialed and experienced team. We consider this position critical in providing the highest level of professional service to our client base. Dowling and Yahnke, LLC offers a competitive salary, as well as a comprehensive benefits package and retirement plan.

Successful candidates will have the highest professional integrity, value absolute confidentiality, and exhibit excellent written, verbal, and interpersonal skills. This position splits its responsibilities evenly between client management and portfolio management. As part of the interview process, candidates will participate in a variety of assessments. The chosen candidate will be required to successfully complete a full background/credit check at the offer stage.

Job Responsibilities:

• Serve as a client-facing Firm representative, responsible for ongoing client communications and support.
• Understand and effectively communicate to prospects, clients, and centers of influence the Firm’s investment philosophy and value proposition.
• Facilitate the introduction and conversion of potential clients to the Firm.
• Serve on the Firm’s Investment Committee and assist in the ongoing development of the Firm’s investment strategy.
• Direct the implementation of investment strategies developed by the Investment Committee.
• Serve on the Firm’s Management Committee.
• Identify and execute projects additive to the Firm’s efficiency, knowledge base, and growth.
• Earn and maintain the CFA and CFP® designations.

Qualifications and Requirements:

• BA/BS degree, with an MBA strongly preferred.
• Five plus years of prior work in an investment, financial planning, accounting, law firm, or other organization with strong client relationship experience.
• Chartered Financial Analyst (CFA) and/or Certified Financial Planner (CFP®) designations preferred.
• Demonstrable success in building and maintaining relationships with high net worth clients and/or sophisticated business decision makers.
• Patient educator and problem solver.
• Ability to organize and prioritize multiple tasks.
• A strong understanding of the financial services industry and capital markets.
• Excellence in Excel, Word and PowerPoint required.
• Knowledge of Advent AXYS, Junxure, Tamarac, MoneyGuide Pro a plus.

Dowling & Yahnke, LLC is an Equal Opportunity employer. No relocation assistance is offered for this position; candidates not residing in San Diego County, CA will be responsible for relocation at their own expense. Eligible candidates will be able to provide proof of eligibility to work in the United States without support; sponsorship is not available.

Interested candidates should send a resume and cover letter, with salary requirements, to: hr@dywealth.com.