Wealth Relationship Manager - Downtown Manhattan

Seasoned professional role applying in-depth disciplinary knowledge to develop new techniques and improve processes and workflows. Integrates subject matter and industry expertise to coordinate and contribute to business objectives.

Responsibilities

• Identify, build, and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through financial planning, discovery, and profiling skills.
• Anticipate complex financial needs of clients and offer solutions through a wide range of products, services, and tools based on client profiling.
• With support from product specialists, recognize and understand client banking, credit, and investment needs to provide holistic financial solutions.
• Provide regular value-added engagement with clients, including high-touch, face-to-face meetings, consistent communication, and access to seminars.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire, and expand high-value customer relationships by maximizing sales and service opportunities.
• Refer opportunities to segment partners (e.g., Lending Consultants, Financial Advisors, Small Business Partners, Relationship Managers).
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to all regulatory and compliance operating procedures.
• Ensure KYC/AML and other compliance norms are strictly adhered to.
• Partner with branch team roles to ensure positive in-branch client experiences.
• Assess risk in business decisions, considering the firm’s reputation and compliance with laws, rules, and regulations.

Requirements

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of Microsoft Office (Excel, Outlook, Word).
• Experience using NaviPlan Select or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Self-starter, problem solver, and goal-oriented team player able to work without direction.
• Current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 (or equivalent). Must meet all US FINRA registration requirements within 150 days of starting.
• Life Insurance required (must obtain within 120 days of meeting FINRA requirements if not already held).
• Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (SAFE Act) before referring clients for mortgage needs.

Qualifications

• Bachelor’s degree or equivalent experience.

Pay

$88,400.00 - $132,600.00 annual salary. Eligible employees may also receive discretionary and formulaic incentive and retention awards.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation, sick leave, and holidays.

Schedule

Full time.

Primary location: New York, New York, United States.