Relationship Manager

As a Senior Relationship Manager, lead the overall relationship management strategy, approach, and execution across the Private Asset Management team, focusing on high-net-worth client relationships, wealth and investment strategy recommendations, and client retention and growth.

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
• Other benefits