Relationship Manager

The Senior Relationship Manager will lead the overall relationship management strategy, approach, and execution across the PAM team direct business, focusing on high net worth client relationships and wealth strategy services.

Requirements

• Several years of experience working directly with high-net-worth clients in a financial planning capacity
• Strong executive presence, active listening, client preparedness, and presentation skills
• Proven track record of consistently meeting or exceeding predetermined key objectives

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Generous Paid Time Off