Relationship Manager (Greater Tampa Bay Area)

Full-time

TWM Executive Search

Bay County, FL

Relationship Manager opportunity with established national wealth management firm expanding its Tampa office.

Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services
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
Requires 8+ years' strong relationship management background with deep technical exposure to investment management or financial planning
CFA, CFP, or MBA a plus

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Vacancy posted 5 hours ago

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