Relationship Manager - Wealth Management

Overview

Our Client is expanding its Advice & Wealth Management organization and is seeking relationship-driven professionals to manage and elevate relationships with ultra-high-net-worth clients
. This is an opportunity to step into a highly visible role where trust, expertise, and long-term impact matter just as much as performance.

In this role, you’ll manage a sophisticated book of self-directed clients with $5M–$25M in assets
, serving as their primary point of contact and trusted partner. You’ll combine deep relationship management with thoughtful guidance, education, and tailored solutions—helping clients navigate complex financial decisions with confidence.

• Manage a premium UHNW client base with meaningful assets and long-term relationships
• Engage in high-level wealth conversations that go beyond transactions
• Grow your expertise across advanced planning, investment solutions, and advisory partnerships
• Join a culture that invests heavily in training, development, and long-term career growth

As a Relationship Manager, you will:

• Serve as the primary relationship owner for a dedicated book of self-directed ultra-high-net-worth clients, delivering a consistent, high-touch experience.
• Build deep trust and client loyalty by anticipating needs and aligning solutions through education and thoughtful guidance.
• Lead sophisticated conversations around topics such as partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving
  .
• Strategically manage and grow your book of business while supporting broader retention and growth initiatives.
• Connect with clients through genuine curiosity, empathy, and a strong understanding of their financial goals and values.
• Deliver exceptional service by proactively resolving issues, navigating complex requests, and ensuring a seamless client experience.
• Develop deep expertise across the organization’s products and services, using technical credibility to strengthen client relationships. (Comprehensive training is provided.)

• Active or eligible FINRA registration (SIE, Series 7, and 63/65 or 66 required; certain designations may substitute per compliance).
• SIE & Series 7 required prior to start
• Series 66 may be obtained after start
• 3+ years of experience managing a book of business in financial services.
• 2+ years of experience working with high-net-worth or ultra-high-net-worth clients preferred.
• A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions.
• Comfort discussing investments and planning topics such as ETFs, mutual funds, estate and legacy planning, and charitable giving
  .
• Bachelor’s degree or equivalent experience demonstrating strong learning agility and leadership potential.

This role follows a hybrid schedule
, with in-office collaboration Tuesday through Thursday and remote flexibility on Mondays and Fridays
.