Relationship Manager

3 weeks ago


New York, United States TWM Executive Search Full time

Established RIA in Long Island seeks a Relationship Manager to take over an existing book of HNW client relationships.


  • Serve as a trusted advisor to HNW clients in providing wealth management services including investment management, financial planning, tax planning, charitable and estate planning
  • Maintain extensive contact with clients and external advisors to coordinate a complete wealth plan
  • Collaborate internally to support new business efforts
  • Requires 8+ years’ wealth management experience; CFP a big plus


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