Strategic Relationship Development Manager
3 weeks ago
Senior Relationship Manager Job Description
Nationwide opportunities abound for the right candidate to join our boutique culture-driven investment management firm. With over $600 billion in AUM, our organization ranks among the most prominent investment firms in the world.
Responsibilities
The Senior Relationship Manager is responsible for developing new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI's). In addition, the position also involves maintaining close, ongoing relationships with existing clients.
The SRM works closely with HNW/UHNW clients with complex investment needs, partnering with the internal planning and investment team to conduct a detailed needs analysis that delves into clients' values, legacy, and philanthropic goals.
The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth.
Candidate Profile
The Senior Relationship Manager profile is as varied and diverse as the clients they serve. Most successful advisors tend to focus their practices around their passions and as a result work with entrepreneurs, business owners, nonprofit organizations, professional athletes, global families, artists, and collectors.
An existing network that can be cultivated and expanded within the community is essential. Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors is also required.
Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions, is crucial. Comfortable interacting with individuals of significant wealth and possessing personal integrity beyond reproach are also essential qualities.
A strong academic background and a minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management are required.
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