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Relationship Manager

2 months ago

Chadds Ford, United States GemHarvest Executive Recruiting Full time

Relationship Manager

Billion+ Independent Wealth Management Firm

Chadds Ford, PA


Billion Dollar+ Independent RIA seeks a Relationship Manager and CFP to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele while maintaining and growing relationships. Not a sales role.


The Firm offers comprehensive investment management and financial planning for a sophisticated client base, and fosters a collegial culture of continuous learning and growth.


Highlights

  • Collaborate with and support Lead Advisors as part of an ensemble practice to provide guidance to high net worth and ultra-high net worth individuals and families on strategic asset management, estate, tax and financial planning
  • Nurture, manage, and maintain strong client relationships
  • Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
  • Excellent career growth trajectory within the firm, potential for Lead Advisor succession
  • Competitive compensation package including a significant base salary, bonus, and benefits


Requirements

  • 3-5+ years client-facing Financial Advisory experience
  • CFP designation
  • Drive to continuously improve and grow in a collaborative team based environment