Senior Relationship Manager

We're building a relationship-oriented bank for the modern world, and we're seeking a Senior Relationship Manager to grow direct revenue, retain high-net-worth client relationships, and expand business within their portfolio.

Requirements

• 10-15+ years of experience in portfolio management, wealth management, personal tax, or financial planning
• Hold a bachelor's degree and/or advanced certifications such as MBA, CFA, CPA, CFP, or JD
• Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients

Benefits

• Medical
• Dental
• Vision
• Health Savings Account
• Life Insurance
• Disability
• Other Insurance Plans
• Paid Time Off
• Holidays
• 401(k)