Relationship Manager - Capital Partners, Wealth Management
Core
Serve as the primary point of contact for ultra-high net-worth clients ($50mm+ AUM) and manage a broader support team to deliver integrated wealth management and corporate finance solutions.
Role type
Senior Relationship Manager (Multi-Family Office)
Builds
Holistic financial solutions including corporate finance advisory, wealth planning, and next-generation support for private business owners and wealthy families.
Domain
Wealth Management / Private Banking / Family Office
Required skills
Portfolio management (equities/bonds), complex account management, business development, investment strategy alignment, risk management, team leadership/mentoring
Preferred skills
CFA, CFP, MBA
Technologies
Investment Policy Statements, asset allocation modeling tools
Responsibilities
Source and close new business with ultra-high net-worth clients; manage complex accounts over $100mm AUM; coordinate with private equity and senior debt investment teams; mentor Relationships Associates and Client Associates; ensure compliance with investment guidelines and KYC requirements.
Seniority
Senior, hands-on IC with leadership responsibilities
