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Relationship Manager

3 months ago

Boston, United States TWM Executive Search Full time

Privately held firm seeks Relationship Manager to serve as primary point of contact for HNW clients in providing full suite of investment and wealth management services with a focus on high-touch relationship management.

  • Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters; You will be given a number of clients to start with, and will be handed warm leads by a designated Business Development Officer
  • Contribute to the firm's business development efforts by networking with referral sources and actively maintaining a presence in the community
  • Collaborate with internal teams to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
  • Requires 10+ years' strong relationship management background with exposure to either trust or investment management; JD, CTFA, CFP, CPA, CFA or MBA preferred