Client Relationship Manager II
Location: Saint Louis, MO
Job Type: Full-Time in person
Salary: Negotiable based on experience; potential bonus structure.
Vista delivers highly personalized wealth management and financial solutions for high- and ultra-high-net-worth individuals, families, entrepreneurs and small business owners.
The Relationship Manager II will serve as a trusted advisor to Vista’s most sophisticated clients, cultivating long-term relationships and providing comprehensive financial solutions tailored to their unique needs. The ideal candidate is a Certified Financial Planner (CFP®) with a proven track record of success working with affluent and ultra-affluent clients. This role requires deep expertise in wealth planning, strong problem-solving skills, a new way of thinking about client service, and the ability to integrate and cross-sell Vista’s full suite of services.
By maintaining high standards of personalized service and organization, you will contribute to the Vista Way of delivering tailored financial solutions with professionalism and care.
Responsibilities
- Serve as the primary relationship manager for a portfolio of high- and ultra-high-net-worth clients.
- Deliver holistic and personalized financial guidance, with emphasis on simplifying complex financial matters.
- Identify client needs and collaborate with internal specialists to provide tailored solutions.
- Cross-sell Vista services to deliver seamless client experiences.
- Proactively cultivate new client relationships and deepen existing ones through exceptional service and strategic insight.
- Maintain deep knowledge of market trends, tax considerations, and estate planning strategies relevant to the client base.
- Ensure all client interactions adhere to regulatory, compliance, and fiduciary standards.
Who You Are and How You Work
- Enthusiastic about working on a team that values accuracy, efficiency, and customer service.
- A detail-oriented expert with exceptional organizational skills and the ability to meet deadlines.
- An excellent communicator who can provide clear explanations to management, clients and team members.
- Comfortable navigating ambiguity and problem-solving complex situations with a proactive approach.
Qualifications
- CFP® certification required.
- Minimum 5–7 years of direct client-facing experience with high- and ultra-high-net-worth individuals/families.
- Demonstrated success in relationship cultivation, client retention, and business development.
- Strong ability to problem-solve, simplify complex concepts, and communicate clearly.
- Proven experience in cross-selling integrated financial services (wealth, banking, trust).
- High degree of professional integrity, discretion, and fiduciary mindset.
- Bachelor’s degree in finance, business, or related field (Master’s preferred).
Key Attributes for Success
- Client-Centric Mindset: Commitment to serving as a trusted advisor.
- Strategic Thinker: Ability to translate complexity into clear, actionable guidance.
- Collaborative: Works seamlessly with colleagues across disciplines, as well as independently.
- Entrepreneurial Drive: Demonstrated ability to grow and expand client relationships.
- Growth Mindset: Identifies solutions and opportunities and follows through, both on specific processes and throughout the lifetime of the client relationship.
- Strong leadership, communication, and problem-solving abilities.
- Detail-oriented with a high level of accuracy and analytical thinking.
- Strong ethical standards and ability to handle confidential information.
About Vista
Vista believes in a future where everyone has the freedom to imagine, attain, and enjoy their ideal life through financial independence. We demystify the complexities of financial management, making it accessible and manageable for all. Our ethos emphasizes building trusted lifelong partnerships, providing exceptional products and services, and enjoying the journey while celebrating wins. Join us in creating lasting security and peace of mind for generations.