Senior Relationship Manager - Top Tier Wealth Management Firm

Top Tier Wealth Management Firm seeks Senior Investment Advisor in Austin, TX to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and Wealth Management services with a focus on high touch relationship management.

• Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
• Interface with research group to effectively communicate investment strategy to clients and interact closely with business development professionals to develop and deepen client relationships
• Maintain extensive contact with clients’ and their advisors regarding tax, trust, estate, and investment matters
• Requires 8+ years' investment experience and strong client facing skills. Advanced degree preferred (CFA, MBA)