Senior Relationship Manager

4 weeks ago


Miami FL USA, United States Avior Executive Search, Inc Full time
Senior Relationship Manager

Nationwide opportunities

Our Client

A boutique culture-driven investment management firm with over $600 billion in AUM, ranking among the most prominent investment firms in the world.

Value Proposition

Taking care of each client's individual needs within a local market with the best financial resources available globally.

Responsibilities

The Senior Relationship Manager develops new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI's). The position also maintains close, ongoing relationships with existing clients.

Key Responsibilities

  • Develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI's)
  • Maintain close, ongoing relationships with existing clients
  • Work closely with HNW/UHNW clients with complex investment needs
  • Partner with the internal planning and investment team to do a detailed needs analysis
  • Implement investment strategies tied to client 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 in which 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.

Requirements

  • An existing network that can be cultivated and expanded within the community
  • Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors
  • Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions
  • Comfortable interacting with individuals of significant wealth
  • Personal integrity that is beyond reproach
  • Strong academic credentials
  • 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


  • Miami, FL , USA, United States City National Bank Full time

    Job Title: Senior Relationship Manager - Community AssociationsAt City National Bank, we are seeking a highly motivated and experienced Senior Relationship Manager to join our team. As a key member of our Community Associations team, you will be responsible for developing and maintaining strong relationships with our clients in the Community Associations...


  • Miami, FL , USA, United States City National Bank Full time

    Job Title: Senior Association Banking Relationship ManagerJob Summary:The Senior Association Banking Relationship Manager is responsible for developing and maintaining commercial banking relationships within the Community Association industry. This role requires building and expanding relationships with current clients and prospects to generate new deposit...


  • Miami, FL , USA, United States City National Bank Full time

    Job Title: Senior Relationship Manager Business BankingCity National Bank is seeking a Senior Relationship Manager Business Banking to join our team. As a key member of our business banking team, you will be responsible for developing and managing relationships with business banking clients in the assigned business segment and/or geographic areas.Key...


  • Miami, United States Deutsche Bank Full time

    Job Title: Senior Relationship ManagerAt Deutsche Bank, we are seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our Wealth Management business, you will be responsible for developing and maintaining strong relationships with our clients, providing them with tailored solutions to meet their financial needs.Key...

  • Relationship Manager

    4 weeks ago


    Miami, FL , USA, United States HSBC Full time

    About the RoleWe are seeking a highly skilled and experienced Relationship Manager to join our team at HSBC. As a key member of our Private Banking division, you will be responsible for acquiring, maintaining, and growing profitable long-term relationships with High Net Worth individuals and families.Key ResponsibilitiesCombine client relationship management...


  • Madison, WI , USA, United States Flagstar Bank Full time

    Job Title: Senior Relationship Manager Job Summary: As a Senior Relationship Manager at Flagstar Bank, you will be responsible for developing close relationships with clients and cross-selling the bank's capabilities. You will identify and pursue new business opportunities in the healthcare sector, working with clients to understand their needs and...


  • Tampa, FL , USA, United States City National Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Commercial Banking professional to join our team at City National Bank. As a Senior Commercial Banking Relationship Manager, you will be responsible for establishing and maintaining strong relationships with our clients, identifying new business opportunities, and driving sales growth.Key...


  • Miami, FL , USA, United States City National Bank Full time

    HOA Relationship ManagerThe Homeowners Association (HOA) Relationship Manager at City National Bank is responsible for managing and developing commercial banking relationships within the Community Association industry. This role involves building and expanding new banking relationships to generate new deposit business by offering customized Treasury...


  • Madison, WI , USA, United States Wintrust Financial Full time

    Job Title: Senior Relationship Manager, Market President Job Summary: We are seeking a highly skilled Senior Relationship Manager, Market President to join our team at Wintrust Financial Corporation. As a key member of our commercial banking team, you will be responsible for managing and growing a portfolio of commercial banking customers, expanding...


  • Long Beach, CA, USA, United States City National Bank Full time

    Job DescriptionJob Title: Senior Relationship ManagerJob Summary: We are seeking a highly skilled Senior Relationship Manager to join our team at City National Bank. As a Senior Relationship Manager, you will be responsible for developing and managing relationships with commercial clients in assigned business segments and geographic areas.Key...

  • Relationship Manager

    4 weeks ago


    Miami, United States HSBC Full time

    Senior Relationship ManagerAt HSBC, we're committed to helping our customers achieve their financial goals. As a Senior Relationship Manager, you'll play a critical role in building and maintaining long-term relationships with high net worth individuals and families.Key Responsibilities:Develop and execute strategies to acquire and grow profitable...

  • Tax Senior Manager

    4 weeks ago


    Miami, FL , USA, United States Tandym Group Full time

    A professional services firm in Florida is seeking an experienced Tax professional to join their staff as a Tax Senior / Manager. In this role, the Tax Senior / Manager will be responsible for managing and coordinating tax compliance and advisory work for clients.Key ResponsibilitiesReview Federal, Multi-National, Multi-State Partnership tax returnsLead...


  • Miami, FL , USA, United States PNC Financial Services Group Full time

    Job DescriptionPNC Financial Services Group is seeking a highly skilled and experienced Business Relationship Manager to join our team in Miami, Florida. As a key member of our Business Banking organization, you will be responsible for building and maintaining strong relationships with our business clients, providing them with tailored cash flow solutions to...


  • Miami, FL , USA, United States PNC Full time

    Job DescriptionPNC is seeking a skilled Relationship Manager I - Business Banker to join our Business Banking organization in Miami, Florida. As a trusted advisor, you will leverage your business acumen to facilitate cash flow conversations with clients and prospects, managing the on-going sales cycle to optimize the cash flow of our business customers.Key...

  • Senior Safety Manager

    4 weeks ago


    Miami, FL , USA, United States Robins & Morton Group Full time

    Senior Safety ManagerJoin Robins and Morton Group, a leading construction firm, as a Senior Safety Manager. This role is responsible for leading the Safety Management System, ensuring a safe working environment for all employees and stakeholders.Key Responsibilities:Coordinate with job sites to implement safety practices and provide direction to ensure...


  • Miami, FL , USA, United States Avior Executive Search, Inc Full time

    Senior Relationship Manager OpportunityOur client, a Swiss-backed RIA with 40 years of experience in private banking, is seeking experienced HNW private bankers, financial advisors, or senior relationship managers with a portable book of business.The ideal candidate will have a current portfolio of at least $100M in assets and a strong network of onshore or...


  • Tampa, FL , USA, United States TD Bank Group Full time

    Job Summary:The Sr. Relationship Manager is a key role in TD Bank Group's Personal & Commercial Banking division, responsible for acquiring, developing, and managing commercial banking relationships. This position requires a deep understanding of commercial industry trends, business development techniques, and credit decisions. The ideal candidate will have...


  • Miami, United States Ocean Bank Full time

    Job Summary:The Senior Relationship Banker will be responsible for developing and maintaining strong relationships with high-net worth clients and commercial deposit, loan, and investment relationships for Ocean Bank and its subsidiaries.Key Responsibilities:Identify and pursue new business opportunities to achieve sales objectives and grow existing...

  • Senior Sales Manager

    4 weeks ago


    Miami, FL , USA, United States Royal Caribbean Group Full time

    Senior Manager, Lacar SalesCombine your career goals and sense of adventure by joining our dynamic team of professionals at Royal Caribbean Group. We offer a competitive compensation and benefits package, as well as excellent career development opportunities that will take you on a journey around the world.Key Responsibilities:Develop and execute a strategic...


  • Miami, FL , USA, United States Royal Caribbean Group Full time

    Job Title: Senior Manager, Corporate CommunicationsAt Royal Caribbean Group, we are seeking a highly skilled and experienced Senior Manager, Corporate Communications to join our team. As a key member of our External Communications department, you will be responsible for driving day-to-day external, proactive and reactive communications work on behalf of the...