Wealth Management Client Relationship Manager

The Wealth Management Client Relationship Manager partners with Wealth Management Advisors in delivering client service and supporting high-net worth and complex clients. The role involves managing and growing individual relationships with high-net worth and complex clients, leading advisory team practice management meetings, and ensuring delivery of client service and sales support.

Requirements

• Manages and grows individual relationships with high-net worth and complex clients
• Leads advisory team practice management meetings
• Ensures delivery of client service and sales support
• Guides client on income execution
• Performs registered and non-registered activities related to identifying client needs and identifying potential issues with current financial plans
• Identifies client concerns and gathers additional information regarding clients' current financial situation and potential future needs
• Identifies sales and asset retention opportunities
• Oversees sales cycle management activities, including follow-through on asset growth opportunities to ensure timely sales execution
• Supervises client outreach and marketing campaigns as determined by the advisory team

Benefits

• Comprehensive Total Rewards package
• Superior retirement program
• Competitive health, wellness and work life offerings