Associate Relationship Manager

Balentine is seeking an Associate Relationship Manager (ARM) who will work closely with our super-ensemble Relationship Management team. In this role, the ARM will support and collaborate with the firm’s Relationship Managers to provide a first-class experience to both existing and prospective clients. The Senior ARM will have direct client responsibility and will need to be able to maintain and cultivate strong networks with various functional teams within the firm and in the existing and prospective client spheres of influence.

The successful candidate will have demonstrated experience in the field of investment management and is a self-starter with both a proactive mentality and a growth mindset. The candidate should be highly professional and possess excellent communication skills. We are an entrepreneurial organization with a successful track record of delivering consistent long-term investment returns achieved by demanding expectations, and we are looking for a candidate who would be enthusiastic to work in this environment.

There is an opportunity to thrive either within the ARM role or on a defined trajectory to becoming a Relationship Manager.

Responsibilities

The ultimate goals of this position are for the Associate Relationship Manager to assume comprehensive management of the day-to-day needs of the firm’s clients and assist with client retention goals.

Client and Prospect Meetings

• Lead and manage the preparation for all client meetings.
• Attend client meetings, prepare meeting summaries, and oversee follow-up correspondence and next steps for clients.
• Initiate pre-meeting huddles for client and prospect meetings, including collaboration with members of other teams within firm to deliver tailored client-facing reports and presentations.
• Perform and supervise data entry for eMoney financial plans for prospects and clients.
• Collaborate with the Administrative Associate, Reporting Team, and IST Portfolio Analyst to review and verify client performance reports.
• Supervise and update eMoney balance sheets and other client information forms.

Day-to-Day and Account Oversight

• Serve as the liaison between the Relationship Manager, Relationship Analyst(s), Relationship Associate(s), and Administrative Associate(s) in connection with the daily management of clients.
• Participate in the peer review process for client trades using RedBlack and NetX360 (Pershing's custodial platform).
• Collaborate with the Administrative Associate to track incoming revenue using Salesforce, and gather and present team revenue metrics for the firm.
• Lead team projects, such as quarterly tax estimate distributions and the exchange of tax documents.
• Serve as point of contact for the Atlanta Wealth Management team during the rollout of firmwide programs and initiatives.
• Provide proactive tax-related support, working closely with clients' CPAs to ensure timely and accurate tax data sharing.
• Review and recommend asset allocation strategies based on portfolio monitoring and client goals.

Qualifications

• Bachelor’s degree
• 3+ years similar experience

 o Including client-facing experience

• Willingness to achieve CFP or other industry certification
• Technologically savvy and proficient

 o Superior Excel skills

 o Proficiency with eMoney, Addepar, RedBlack, Box, Salesforce, and NetX360 strongly preferred; experience with similar program types required

Competencies

While we acknowledge there can be multiple approaches to a job well done, the below competencies outline some of the characteristics that we expect to contribute to the success of this position.

Professional and Courteous

• Ability to maintain uncompromising levels of confidentiality
• Ability to interact with all people in a polite manner and a positive attitude
• Ability to have a positive impact on the people around you

Emotional Intelligence and Interpersonal Skills

• Ability to read and connect with people and respond accordingly in varying situations
• Ability to recognize own and others’ emotions and use them to create positive interactions

Organized and Productive

• Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts
• Ability to manage multiple projects and competing priorities without missing deadlines
• Ability to self‐manage, prioritize, and produce quality work in both individual and team environments
• Ability to maintain a proactive approach complemented by a high energy level

Calm Under Pressure / Unflappable

• Ability to respond calmly and maintain performance standards in a busy office setting
• Ability to maintain high service standards and problem-solve effectively when faced with new challenges

Adaptable and Reliable

• Ability to remain unperturbed by changing priorities and conditions
• Ability to shift concentrations throughout the day
• Ability to always arrive on time and prepared

Compensation

Balentine offers a competitive compensation package, including an attractive base salary and benefits.

Company Overview

Balentine LLC is a boutique wealth management firm based in the Southeast with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by and continues to attract, a world-class team of driven individuals. At Balentine, everything we do prioritizes our clients and employees.

Dedicated to providing exceptional service, our goal is to partner with clients to preserve, protect, and grow their wealth across generations, offering personalized, holistic solutions to complex financial and family dynamics.

Balentine’s culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.