Relationship Manager

6 days ago


Boston Massachusetts 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 investment, trust, estate, and tax matters; You will be handed warm leads by a designated Business Development Officer
  • Collaborate with internal teams to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
  • Contribute to the firm's business development efforts by networking with referral sources and actively maintaining a presence in the community
  • Requires 8+ years' strong relationship management background with exposure to either trust or investment management
  • Advanced designation preferred


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