Job Title: Relationship Manager - Service

Job Location: San Antonio, Texas

Job Description:

The Relationship Manager (RM) is responsible for ensuring clients receive a high level of touch and an excellent STMM client experience. RMs are responsible for client communication to include face-to-face meetings, emails and phone calls, and ensuring client requests are being fulfilled and followed up on. RMs do not make investment decisions related to the investment of the account, but instead work with the Portfolio Management team to ensure accounts are invested according to asset allocation and risk tolerance. This position reports to the Managing Director and Senior Relationship Manager in San Antonio.

Responsibilities Include:

A successful candidate should have a Bachelor's degree in Business Administration, Finance or Accounting. Prior experience in investment operations considered a plus, but not required. Knowledge of equity and fixed income securities is required and candidate should have proficiency with Microsoft Office including Word, Excel and Outlook. Familiarity with Bloomberg, Access and prior work experience with a portfolio accounting system, CRM software and custodian bank websites considered a plus. The candidate should be able to react to and resolve unfamiliar issues by leveraging prior skills and knowledge. Must have critical thinking skills, attention to detail and willingness to follow through on tasks to completion. The candidate will need to handle competing priorities while maintaining a positive attitude under pressure. Effective proactive communication to all areas of the firm as well as with 3rd party vendors and associates is of utmost importance in this dynamic role. He/she must uphold excellent attendance, punctuality and professionalism.

Client relationship management

  • Provide strong customer service and client experience to all clients
  • Communicate with clients in the form of regular portfolio meetings to go over the client’s portfolio and performance, and through phone calls and email
  • Meet with clients/prospects to complete new account documents, conduct a risk assessment to determine if STMMs products are a fit for their investment needs, and other forms required to manage the relationship
  • Schedule meetings and prepare appropriate documents
  • Respond to client requests and ensure requests are being fulfilled in a timely fashion
  • Adhere to STMMs Service Checklist to ensure clients are being serviced as required by our policies
  • Prepare and present to current clients and/or prospects and educate them on STMMs investment process and philosophy
  • Cultivate relationships to grow assets under management
  • Ensure open “opportunities” assigned to the RM are followed up on to ensure a high close rate
  • Maintain opportunities and client information in CRM


Bachelor’s degree from four-year University. Law Degree in financial services preferred. Series 65 license or CFP considered a plus. 5+ years of experience in investment advisory client relationship management required. Investment Advisory and Trust experience preferred. Strong leadership qualities with good communication and interpersonal skills. Strong understanding of investment advisory customer and market dynamics. Demonstrated proficiency with all MS Office products. Salary: base salary plus incentive bonus.