Mark Grome
@markgrome
Senior Relationship Manager with a proven track record in client acquisition.
United StatesWhat I'm looking for
I am a seasoned Senior Relationship Manager with a strong background in financial services, specializing in client acquisition and relationship management. At Allworth Financial, I successfully conducted hundreds of discovery meetings, resulting in over $25 million in new assets transferred within my first six months. My ability to understand client needs and overcome objections has placed me among the top 20 advisors in closing rates across a network of 200 advisors.
Prior to my current role, I served as a Licensed Service Analyst at Citi Global Markets, where I consistently exceeded performance metrics and provided exceptional service to clients. My experience spans various financial roles, including Financial Advisor at Edward Jones and Personal Banker at KeyBank, where I developed tailored financial strategies and built strong client relationships. I am dedicated to delivering superior customer service and fostering long-term partnerships.
Experience
Work history, roles, and key accomplishments
Senior Relationship Manager
Allworth Financial
Dec 2023 - Present (1 year 6 months)
Conducted hundreds of "deep dive" discovery meetings with prospects in-person and via Zoom to promote Allworth, perform initial KYC, understand client needs and goals, identify transferable external assets and overcome any objections. Discovery meetings directly resulted in over $25 million in new assets transferred to Allworth within my first six months.
Licensed Service Analyst
Citi Global Markets
Feb 2021 - Present (4 years 4 months)
Identified and consolidated external accounts to increase client AUM while overcoming objections. Excelled at handling high-volume customer calls with a patient and positive attitude, expedited problem resolution and thoughtful follow-up.
Financial Advisor
Edward Jones
Jun 2019 - Present (6 years)
Created custom-tailored strategies focusing on achieving short, intermediate and long-term financial goals. Utilized networking and cold calling skills to successfully build a book-of-business.
Personal Banker
KeyBank
Dec 2018 - Present (6 years 6 months)
Fostered quality working partnerships with Key Financial Advisors, Operations Leaders, and Mortgage Advisors to provide superior "one-stop" customer service. Identified and utilized COIs to acquire new clients and consolidate external assets.
Banking Associate
PNC Bank
Aug 2017 - Present (7 years 10 months)
Helped direct daily operations with a focus on increasing sales, strengthening business and individual customer relationships and creating an engaging customer experience. Developed strategic alliances with high net-worth clients and external COIs.
Sales Associate
Cronin Ford and Kia
May 2014 - Present (11 years 1 month)
Consistently exceeded weekly, monthly and yearly auto sales goals. Was selected to be the designated "closer" for the Kia dealership.
Education
Degrees, certifications, and relevant coursework
CJCollege of Mount Saint Joseph
Bachelor of Arts, Economics
Grade: 3.57
Studied Economics with a focus on financial principles and market analysis. Achieved a GPA of 3.57.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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