Relationship Manager

We're building a relationship-oriented bank for the modern world, seeking talented professionals to manage high-net-worth client relationships, grow revenue, and retain clients. As a Relationship Manager, you'll align with clients' sophisticated financial needs and expand business through networking and relationship management.

Requirements

• Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD
• 10-15+ years of experience in portfolio management, wealth management, personal tax, or financial planning
• Comprehensive understanding of investment products and strategies
• Strong financial analysis skills
• Ability to build and maintain relationships
• Excellent communication and negotiation skills
• Collaborative approach to ensure seamless client service
• Strong financial acumen and relationship management skills

Benefits

• Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans
• Paid Time Off (including Sick Leave, Parental Leave, and Vacation)
• Holidays
• 401(k)
• Wellbeing support
• MomentMakers, our social, points-based recognition program