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Top-Tier Wealth Management Firm seeks Senior Relationship Managers in multiple locations to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on business development.
- Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
- Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sources
- Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm’s services
- The firm has a team of Business Development Officers to help facilitate new business opportunities
- Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters
- Requires 8+ years’ strong relationship management background with deep technical exposure to either investment management and/or financial planning; JD, CTFA, CFP, CPA, CFA or MBA preferred
Positions are available in West Palm Beach, FL; Tampa, FL; Detroit, MI; Chicago, IL; Houston, TX; Dallas, TX; and Austin, TX
ECG Resources, Inc.
Global Wealth Management Firm seeks Senior Relationship Manager to serve as primary point of contact for UHNW clients in delivering holistic wealth advisory services.
- Own the client relationship, maintaining extensive contact with clients to build customized investment and wealth planning strategies
- Partner with Sr. Advisors to develop and implement wealth planning strategies for clients
- Build and utilize a personal referral network to support Business Development Officers and help facilitate new business opportunities
- No sales goals
- Requires 9+ years’ wealth management experience, including 3+ years’ experience leading day-to-day UHNW client interactions
- Strong background in investment or planning advisory a must
- CFA, CFP, CTFA, or CPA preferred
Diversity candidates are encouraged to apply.
ECG Resources, Inc.