Advisor Services Relationship Manager

Foundations Investment Advisors, LLC, is a rapidly growing, SEC-registered RIA which offers a turnkey asset management platform to more than 300 financial advisors across the country. Our company offers a forward-thinking culture in a fast-paced, fun work atmosphere with a focus on collaboration.

We are seeking a Advisor Services Relationship Manager to work with our teams of investment professionals currently managing over $3.5 billion in diversified assets under management. The candidate should be able to work independently as well as demonstrate strong and clear communication skills.  The ability to work collaboratively in a team environment is also paramount. RIA experience is desired with an understanding of custodial platforms: TD Ameritrade, Schwab, Fidelity, and Pershing. Experience using Orion and/or Salesforce is also a plus.

Local candidates only.  
This is NOT a remote position.

- Undergraduate Degree (preferred but not required)
- Comfortable with Microsoft Office Suite, especially Outlook and Excel.
- Adobe Acrobat editing software experience (preferred but not required.)
- Minimum of 1 year of administrative and/or customer service experience.
- Strong desire and motivation to learn and work within the Financial Services and Investment Management industry.
- Strong attention to detail and exceptional organizational skills.
- Works well under pressure and comfortable with change.

Responsibilities may include but are not limited to:
-Establishing and maintaining strong relationships built on trust and accountability with our Advisor partners by providing excellent customer service as well as qualified and capable back-office support.
- Managing employee and support email inboxes.        
- Opening new accounts, processing transfer of assets requests and performing other investment account maintenance.
- Relaying investment instructions to our Trading team via CRM Documentation.
- Scrubbing documents for accuracy and completion.
- Executing cashiering requests to journal funds or contribute to client’s investment accounts.  

Job Type: Full-time
Salary: $55,000.00 - $60,000.00 per year

Dental insurance
Health insurance
Paid time off
Vision insurance
10 paid market holidays per year

Monday to Friday

Ability to commute/relocate:
Phoenix, AZ 85040: Reliably commute or planning to relocate before starting work (Required).