Rick Burns

Background

About Rick Burns

Senior Relationship Manager | Strategic Financial Solutions | Client Growth & Retention Expert I help clients simplify complexity. With 10+ years of experience in financial services, I specialize in building trusted relationships, managing high-value portfolios, and delivering results through consultative sales and tailored financial strategies. Throughout my career, I’ve driven revenue growth, improved client retention, and led cross-functional initiatives that align financial solutions with customer needs. From onboarding to ongoing advisory, I bring a proactive, data-informed approach to client success. Core Strengths: Strategic Client Management: Building trust and long-term value with institutional and high-net-worth clients Revenue & Retention Growth: Leveraging consultative selling to expand share-of-wallet and exceed targets Financial Advisory & Planning: Aligning investment solutions with client goals Project Execution & Leadership: Managing initiatives that improve client experience and operational efficiency I thrive in dynamic, client-centric environments and pride myself on being both analytical and relationship-driven. Whether navigating complex portfolios or developing innovative solutions, I deliver value that earns client loyalty. 🤝 Let’s connect to explore how I can contribute to your team’s success or collaborate on strategic opportunities in financial services.