Senior Relationship Manager - Wealth Management / Family Office
Core
Serve as the point person for high-net-worth clients with at least $25 million of investable assets, managing complex accounts, business development, and portfolio management.
Role type
Senior Relationship Manager (Wealth Management / Family Office)
Builds
Client-specific investment plans, long-term new business strategies, and trusted advisor relationships for multi-family offices.
Domain
Wealth Management / Family Office
Required skills
Portfolio management, business development, estate and tax planning integration, asset allocation, fiduciary principles, mentoring junior staff, compliance adherence
Preferred skills
CFA, CFP, MBA, deep knowledge of private business owners
Technologies
Investment modeling tools, compliance documentation systems
Responsibilities
Source and close new business, manage complex client accounts, develop long-term new business strategy, oversee account reviews and rebalancing, mentor junior team members, ensure compliance with investment policy statements
Seniority
Senior, hands-on IC with leadership responsibilities