Attorney in Ann Arbor, MI

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In-House

Ann Arbor, MI

Attorney in Ann Arbor, MI

Non-practicing Attorney

Min 5 yrs required

No

Job Title
**Members Only** Relationship Manager

Job Responsibilities
- Acts as the primary client advisor by recommending banking, borrowing, and investment solutions that align with the client’s financial goals.
- Leads, coordinates, and assembles the extended advisory team, including trust, investment, and planning strategists, based on the complexity of the relationship.
- Develops a comprehensive understanding of the client’s needs through the review and analysis of personal and business financial data, gathered via Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings.
- Captures client goals in a financial plan.
- Prepares and delivers client presentations individually and as part of a team, presenting appropriate financial solutions through consultative review and proactive, regular contact.
- Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals, and capturing new business growth.
- Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
- Actively participates in community organizations to source business development opportunities and demonstrate the company's commitment to the local community.
- Develops and maintains in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and competitive products.
- Performs other duties as assigned; responsibilities and activities may change or new ones may be assigned at any time with or without notice.
- Complies with all company policies and procedures, including acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of the company’s clients and the company itself.

Education and Experience Information
Education Qualifications
- Bachelor's degree in a business-related field or equivalent work experience (required).

Experience Qualifications
- 5 years of demonstrated sales and business development experience with proven results (required).

Licenses and Certifications
- FINRA Series 7 and 66 (or 63 & 65) (preferred).
- Certified Financial Planner (CFP) (preferred).
- Certified Investment Management Analyst (CIMA) (preferred).
- Certified Public Accountant (CPA) (preferred).
- Chartered Financial Analyst (CFA) (preferred).
- Certified Wealth Strategist (preferred).
- Licensed Attorney/JD (varies by state) (preferred).

Tactical Skills
- Ability to build trust by taking a client-centric approach.
- Demonstrated strong or advanced knowledge of Investments, Trust, and Credit; ability to consult and prioritize client needs.
- Demonstrated in-depth knowledge of financial products and banking regulations.
- Demonstrated strong client advisory skills.
- Demonstrated experience with and broad understanding of personal and commercial financial statements.
- Proven experience with and comprehensive understanding of consumer and commercial lending.
- Excellent verbal and written communication skills.
- Proficient in personal computer applications to drive results.

Personal Skills
- Collaboration: Demonstrates experience in participating in productive collaborative processes that help solve business problems and meet business goals.
- Critical Thinking: Ability to identify, obtain, and organize relevant data and ideas and prioritize concerns in the decision-making process.
- Emotional Intelligence: Identifies relevant EI components, practices, benefits, and development venues, and discusses issues and considerations needed to advance one’s own EI maturity.
- Empathy: Leverages active listening skills to understand others’ thoughts and emotions and evaluates everybody’s side of a disagreement before making decisions; imagines oneself in another’s place and appreciates diverging viewpoints.
- Influence: Develops basic persuasive arguments and utilizes active listening skills and probing techniques to surface opportunities to influence.
- Persuasion: Provides persuasive messages using well-reasoned arguments to address audience concerns or reactions; explains others’ viewpoints and asks questions to ensure mutual understanding.
- Resilience: Ability to remain unaffected by the moods and behaviors of others while remaining empathetic and demonstrating a strong sense of belief in one’s own abilities.

Practical Skills
- Business Acumen: Participates in business tasks to get things done in own business unit and communicates key considerations for business decision-making processes.
- Risk Management: Implements or manages risk management for own business unit and documents key steps of the risk management process and associated procedures.

Core Competencies
- All employees are expected to demonstrate the company’s values and sustain proficiency in identified leadership competencies.

Physical Demands
- General office environment: Prolonged sitting, ability to communicate face-to-face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
- Occasional travel, including overnight stays.

Driving Requirements
- Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

Salary Information
- **** in the text.

The company is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by contacting the HR compliance department.

Jul 17, 2025
Jul 04, 2025
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