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Client Relationship Manager Business Development

Senior Wealth & Client Advisory Leader

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: Whittier Trust Company
Full Time position
Listed on 2026-01-27
Job specializations:
  • Business
    Client Relationship Manager, Business Development
Salary/Wage Range or Industry Benchmark: 140000 - 200000 USD Yearly USD 140000.00 200000.00 YEAR
Job Description & How to Apply Below
A prestigious financial services firm is seeking a knowledgeable professional to manage client relations and new business development in Newport Beach, CA. The ideal candidate will possess a strong background in legal documents related to trusts and estate planning withyears of relevant experience. Responsibilities include client supervision, coordination with various departments, and participation in investment meetings. The position emphasizes effective communication and relationship-building.

Competitive compensation package includes a salary range of $140,000 - $200,000.
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Position Requirements
10+ Years work experience
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