Senior Relationship Manager - Top-Tier Wealth Management Firm

Top-Tier Wealth Management Firm seeks Senior Relationship Manager in Tampa 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 business development.

• Manage client portfolios and implement sophisticated investment and asset allocation strategies
• Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
• The firm has a team of Business Development Officers to help facilitate new business opportunities
• Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters
• Requires 10+ years' strong relationship management background with deep technical exposure to either investment management and/or financial planning; CFA or MBA preferred
  

Positions also available in the following locations:

West Palm Beach, FL; Detroit, MI; and Chicago, IL