More jobs:
SVP, Relationship Management; Wealth
Job in
Austell, Cobb County, Georgia, 30001, USA
Listed on 2026-03-09
Listing for:
Jobot
Full Time
position Listed on 2026-03-09
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
Job Title
Relationship Manager - 100B AUM Wealth Tech Company in RIA industry - Buckhead
Salary: $150,000 - $200,000 per year
About UsWe specialize in supporting independent RIAs by providing technology & CRM, investment platform, practice management, M&A and capital strategies.
Why Join Us- Comprehensive health, dental, and vision insurance
- 401(k) with company match
- Unlimited PTO
- 20%-25% bonus
This position is one of the most important roles at our firm. You are the head of the relationship with our network firm, a large RIA in Atlanta with over 130 advisors. You will project manage all the various projects and act as a strategic advisor to the leadership of the network firm. You will lead the effort to drive profitability and growth within this organization, which in turn will support our growth.
Qualifications- Experience with in the wealth management world (advisor, manager, or supporting role).
- Deep knowledge of concepts and operational relationships that are part of running a wealth management firm.
- Any experience with M&A and Corporate Development is a big plus.
Easy Apply now by clicking the "Easy Apply" button.
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