Vision Capital Management, Inc. is a Registered Investment Advisor based in Portland, Oregon. The firm provides investment advisory services to individual and institutional clients. For further firm information see our website at www.vcmi.net.
The firm is seeking a Client Relationship Manager to join our private client service and development team. Responsibilities of the job include, but are not limited to:
Provide superior service to current clients of the firm assigned to you. This includes regularly communicating with clients in person, or by phone, based on client segmentation. Client meetings should be conducted in a proactive manner to add value through education and addressing potential planning needs. You will create personalized agendas for each client meeting.
Regularly monitor assigned accounts for consistency with client goals and objectives and approve rebalancing trades.
Execute customized financial planning: input data and deliver plans with recommendations.
Backup colleagues as needed when they are unavailable to address client needs.
Learn new account procedures and complete required custodian forms for new and existing clients as needed.
Set up and attend COI meetings on your own and with other team members.
Assist with client events and monthly educational seminars as needed.
Meet with client prospects to identify ways in which Vision Capital’s services may benefit them through investment management and planning expertise.
Council prospects through the client onboarding process. Onboarding will include carefully identifying the optimal asset allocation for the client based on Vision’s proprietary risk-based process and ensuring a seamless and fulfilling experience.
Required qualifications for the job include:
Client service experience within the financial industry
Excellent communication skills with a successful track record of client & colleague relationships
Team player eager to assist colleagues to support clients and develop firm growth
Demonstrated integrity and teamwork, key shared values of our firm dynamic
Self-starter with an ownership-mentality
Strong organizational skills
Proficient in Microsoft Office
Preferred qualifications include:
Experience using eMoney
Experience with custodian platforms and forms (Fidelity, Schwab, TDA)
Additional Salary Information: Salary and benefits:
• Competitive Salary, Bonus (based on firm growth and personal contribution to growth), Participation in Profit Sharing Plan
• Benefits include employee health insurance, 401k, disability insurance, life insurance, parking, mobile phone plan, paid time off
• Long-term equity/firm ownership potential
• Reimbursement for job-related continuing education
Serving both individual and institutional investors since 1999, Vision Capital Management is an employee owned firm that provides the highest quality financial advice and investment management services. We are fee only, independent financial advisors because we believe that our clients’ interests should come first and foremost.In working with individuals and families to both grow and preserve thei...r wealth, we focus on educating our clients so they feel empowered to be active participants in their financial lives. We complement our disciplined and repeatable investment strategy with high-touch financial planning, allowing us to build long-term, committed relationships with our clients.