Senior Relationship Manager, Wealth & Investment Growth
TWM Executive Search
Senior Relationship Manager opportunity at a Top-Tier Wealth Management Firm in Houston 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. Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sources 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 8+ years' strong relationship management background with deep technical exposure to either investment management and/or financial planning; CFP, CFA, or MBA preferred #J-18808-Ljbffr TWM Executive Search
$175k - $225k
We’re building a relationship-oriented bank for the modern... ...a Relationship Manager, you'll focus on growing... ...sophisticated financial needs, investment objectives, and our... ...in investment and wealth advisory services to deliver... ...continued business growth, while aligning with...SuggestedFull time- ...national advisory firm based in Houston is seeking a Senior Wealth Advisor responsible for developing and managing relationships with high net worth clients. The ideal... ...collaborative workplace culture focused on professional growth and personal well-being. #J-18808-Ljbffr...Senior
$25 per hour
We are currently seeking a Senior Client Executive to join our... ...accountable for the P&L, revenue growth, and client satisfaction of... ...offerings as well as management of a diverse applications portfolio... ...and improve client/customer relationships, implement change, and...SeniorFull timeTemporary workRemote workWork from homeHome officeFlexible hours- ...IMA Financial Group, Inc. seeks a Client Manager to oversee a complex book of business, maintain relationships, and lead renewals, implementations, and service issue... .... We offer a comprehensive benefits package and growth opportunities within a team-focused culture. #J-...Senior
- ...decisions across regions and product lines. You will partner with executives on capital allocation, investor reporting, and finance transformation initiatives while mentoring the FP&A team and scaling the function for growth. #J-18808-Ljbffr Imperative Chemical PartnersSenior
- ...Oncology Network-wide Career Opportunities is seeking a Remote Senior Oncology Surgical Physician Liaison based in Texas. This full-time... ...strategies, engaging with physicians, and supporting practice growth in the oncology sector. Candidates must hold a 4-year degree, with...SeniorRemote jobFull time
- Dlpcapital is seeking an Asset Manager in Houston to join its Portfolio Management team. This role is crucial for leading asset-related activities, monitoring investment performance, and executing management strategies to enhance asset value. The ideal candidate will have...Senior
$116k - $216k
...Road, Suite 400, Dallas TexasJob SummaryThe Sr Relationship Manager, Community Development Lending and Investments (CDLI) originates, structures, and negotiates low... ...maintaining client relationships, and supporting the growth of KeyBank's national affordable housing...SeniorFull timeWork at officeWork from homeFlexible hoursNight shift- ...Inc. in Houston, TX seeks a seasoned Project Manager to lead engineering projects from front-end... ...while driving client satisfaction and revenue growth. The role includes identifying opportunities, cultivating client relationships, and contributing to sales strategy. #J-188...SeniorFor subcontractor
$144k - $244k
...We are currently seeking a Senior Client Executive to join our... ...for the P&L, revenue growth, and client satisfaction of... ...solution offerings as well as management of a diverse applications portfolio... ...and improve client/customer relationships, implement change, and...SeniorTemporary workRemote workWork from homeHome officeFlexible hours$125k - $175k
...energetic, results-oriented Senior Client Partner for the... ..., drive revenue growth, and acquire net new clients... ...technology executive relationships. The candidate will... ...and project pricing.Manage and maintain a sales opportunity... ...Smartbridge, we invest in long-term...SeniorBase plus commission2 days per week3 days per week- ...Data Corporation is seeking an Enterprise Relationship Manager to lead and grow our Tier 1 client... ...driven solutions. You will drive revenue growth through strategic account plans, retention... ...while presenting impactful updates to senior leadership and guiding cross-functional...Senior
- Amegy Bank is seeking an experienced Real Estate Lending Relationship Manager to join the Commercial Real Estate team in Houston, TX. You will... ...and credit analysis skills. This on-site role offers growth within a supportive banking environment. #J-18808-Ljbffr Amegy...Senior
- Frost in Houston, TX is seeking a Relationship Manager IV to oversee the quality and longevity of commercial banking relationships. You’ll drive portfolio growth while upholding Frost’s standards of integrity and service. This role rewards proactive relationship building...Senior
- Senior Vice President, Client Processing Manager - Loans EnablementAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services... ...nearly 20% of the world’s investible assets. Every day, our teams...SeniorWork experience placementWork at officeLocal areaWorldwideFlexible hours
- ...Senior Client Success Manager Rouse Services is an industry-leading B2B SaaS/DaaS provider serving... ...Client success is at the core of our growth strategy. As we continue to expand,... ...Strategy Serve as the senior relationship owner for enterprise clients, ensuring...SeniorWork at officeImmediate startRemote work
- ...country. Backed by Sequoia Capital, Coatue Management, NVIDIA, Snowflake and other leading... ...plays a key role in Domino’s continued growth as a startup and ensuring we help our... ...responsible for maintaining and growing relationships with our company's clients. You will serve...SeniorRemote work
$153.6k - $207.7k
...ProServe) team is seeking a highly skilled and versatile Engagement Manager (EM) to join our team and lead the delivery of complex cloud... ...our teams bring to everything we do. Mentorship and Career Growth We're continuously raising our performance bar as we strive...SeniorFlexible hours- ...directly with clients, contribute to discussions, and support portfolio growth through data analytics and market insights. The role involves collaboration across market executives, relationship managers, and product partners to develop strategies, interpret financial...Senior
$128k - $173k
...serving various customers that provide low-cost clean energy to millions of consumers. Responsibilities JOB PURPOSEThe Senior Manager, Investment and Risk Management plays a pivotal role in strengthening the company’s investment and risk management infrastructure....SeniorFull timeTemporary workWork experience placement$90k - $125k
...Success is central to our growth strategy. About the Role: We are looking for a Senior Customer Success Manager to own a portfolio of strategic... ...business, from executive relationships and renewal strategy... ...making the case for roadmap investments that improve retention and...SeniorRemote workShift work$160k
...Go Far.” The OpportunityAs a Senior Enterprise Account Executive,... ...pivotal role in driving the growth and success of MongoDB. You will... ...customer base, cultivating relationships with key stakeholders, and ensuring... ...impact on the world!MongoDB invests above the industry average in...SeniorLive inLocal areaWorldwideFlexible hours- ...to grow high-value client relationships through tailored wealth solutions? Why HSBC... ...As a Wealth Relationship Manager, you’ll work closely with... ...solutions across banking, investments and insurance based on each... ...pipeline to support portfolio growth Represent HSBC in...Local area
$80k - $120k
...Senior Sales Account Executive We offer competitive salary, full benefits package,... ...Off, and opportunities for professional growth. Established in 1981, Orient Express Container... ...monthly revenue quotas given by Sales management (based off monthly salary)....SeniorFull timeWork at officeLocal areaRelocationOverseasFlexible hours- Andersen Tax LLC in the United States seeks experienced Managers for Private Client Services to oversee engagement teams serving wealthy... ...junior staff, while benefiting from formal PCS training and strong opportunities for career growth. #J-18808-Ljbffr Socket.dev
- ...A leading consulting firm in Houston, TX, seeks talented candidates to join their Project Management team. The role involves regular client contact and participation in business development and proposal writing. Ideal candidates will have strong analytical and communication...Senior
- ...seeking a Director of Investor Relations and Growth Strategy in Houston, Texas. The role... ..., and collaborating with marketing and investment teams. Candidates should have 3-7 years... ...investor relations, a track record in wealth management, and proficiency in CRM systems. #J-188...
$100k - $125k
...brighter way forward. Summary/Objective:The Senior Asset Manager - Special Assets must demonstrate... ...that support personal well-being and growth:JLL recognizes the impact that the workplace... ...global provider of real estate and investment management services. We take our...SeniorFull timeLocal areaNight shift$75k - $95k
Position Overview A Senior Account Executive (AE) is an integral... ...is pivotal in forging robust relationships with clients, crafting strategic... ...deals that propel the growth of our portfolio. By blending... ...client needs, you will actively manage and expand accounts, working...SeniorTemporary workSeasonal work- ...technology and exceptional service.SENIOR INTERNATIONAL RELATIONSHIP MANAGEROH: R154119Lead Relationship Manager in International (central... ...Mexico.Versed in banking, investments and fiduciary services with... ...12 years in International Wealth Management.Multilingual, with...SeniorFull timeH1bFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Relationship Manager, Wealth & Investment Growth. Be the first to apply!
- senior relationship manager Houston, TX
- global relationship manager Houston, TX
- labor relations director Houston, TX
- government relations manager Houston, TX
- relationship manager work from home Houston, TX
- relationship manager Houston, TX
- university relations manager Houston, TX
- patient relations manager Houston, TX
- labor relations manager Houston, TX
- IT business relationship manager Houston, TX


