Sr. Relationship Advisor, Manager
Core
Manages a portfolio of wealth management clients by providing holistic fiduciary advice on investments, tax, estate planning, and trust administration.
Role type
Senior Relationship Advisor (Manager)
Builds
Client relationships and business growth through proactive advisory services and community engagement.
Domain
Wealth Management / Fiduciary Services
Deliverable
client delivery
Required skills
fiduciary knowledge, investment analysis, tax law expertise, estate planning, client relationship management, business development, mentoring, risk management, negotiation
Preferred skills
law school background, community organization leadership
Technologies
N/A
Responsibilities
Manage assigned account base and develop understanding of client needs; guide client conversations for goals-driven wealth management; cultivate relationships with referral sources; teach and mentor less experienced partners; travel to meet with clients; exercise judgment based on analysis of multiple information sources.
Seniority
Senior, hands-on IC with mentorship responsibilities