Wealth Management Senior Relationship Manager

You will manage relationships with sophisticated high-net-worth clients and their families. You will understand their priorities, provide proactive and personalized engagement, coordinate with advisors and specialists, connect clients to planning and investment resources, and support relationship retention and growth.

Responsibilities

• Manage relationships with high-net-worth clients and their families
• Develop an understanding of client priorities and evolving needs
• Provide proactive guidance through advisors and business partners
• Connect clients to planning, investment, and wealth-management capabilities
• Support clients through important life events and financial decisions
• Develop multi-generational client relationships and prospective-client introductions
• Leverage digital tools and aligned resources to serve clients efficiently
• Grow and manage a practice through strategic planning and execution

Requirements

• FINRA Series 7 and Series 63/65 or 66 licenses
• Insurance licenses
• 5+ years of financial-services customer-service experience
• 2+ years supporting high-net-worth clients in a branch or wealth-management environment
• Relationship management
• Client service
• Financial planning
• Investment management
• Regulatory compliance
• Strategic planning

Benefits

• Fully paid parental leave
• On-site health and wellness centers