Relationship Manager – Investments

Responsibilities

You'll take ownership of an established book of high-net-worth clients, ranging from a few million dollars up to relationships in the hundreds of millions, including significant multigenerational families and institutional and foundation accounts.

This is a client-service and retention focused role, not a business development seat. You will be the trusted, primary point of contact for your clients, delivering an exceptional experience, deepening relationships, and building the kind of trust that turns clients into advocates.

• Running client reviews and meetings on your own cadence
• Staying closely attuned to each client's evolving goals and life events
• Building financial plans independently using eMoney, with a planning team available for complex cases

Desired Skills And Experience

• Approximately 10 years of direct client-facing experience in wealth management, financial planning, or a closely related field
• A relationship-first mindset: you measure success by client trust and retention, not just AUM growth
• Someone who thrives in a collaborative, close-knit team environment