Advisor Experience Relationship Analyst

Job Description:

Are you interested in Philanthropy and collaborating with ultra-high net worth donors and advisory firms? An Advisor Experience Relationship Analyst is the entry level role to relationship management responsible for providing an outstanding experience to clients comprised of Donors and Financial Advisors who seek assistance with their charitable giving! Interactions include consulting on a broad range of program offerings and service topics, facilitate philanthropic conversations to understand a donor's goals, and facilitate solutions for very sophisticated transactions and client issues. The Relationship Analyst optimizes the client experience as it relates to Operations and Service to drive happiness, high quality, and efficiency to build long lasting relationships for years to come.

The Expertise and Skills You Bring

Education: Bachelor's degree is required, a Master's degree not required but favorable.

Experience: 3 years of relevant experience is required

• Overseeing advisory firm relationships which include communications, annual trainings and onboarding support, and learning resource management
• Ability to manage multiple priorities and address potential impediments that impact delivery commitments
• Escalation remediation and prevention by deploying strategic, forward thinking consultation
• Ability to influence partners to accomplish key priorities
• Your outstanding mentoring and leadership skills, and ability to empower new associates to grow and develop
• Your ability to effectively coach others, both internal and external partners
• Your relationship expertise, leading with empathy while executing on key initiatives and change management
• Experience with Project Management principles to drive transformation and execution
• Knowledgeable of / willing to learn other team's processes to minimize NIGO requests
• Relationship Management of UHNW firms
• Experience driving improvements in streamlining organizational processes with clients
• Ability to take initiative in an organized manner
• Strong written and verbal communication skills
• Ability to influence outcomes and pivot as new initiatives and priorities emerge
• Weighs the costs, benefits, risks, and changes for success before recommending a course of action
• Understanding of various Legal, Risk, and Compliance topics to ensure positive client experience