Senior Relatioship Manager
Avior Executive Search, Inc
Senior Relationship Manager
Nationwide opportunities
New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle
Our client is a boutique culture driven investment management firm with over $600 billion in AUM. The firm has evolved into an organization which ranks among the most prominent investment firms in the world. The value proposition for the client is quite simple. Taking care of each client's individual needs within a local market with the best financial resources available globally.
Responsibilities
The principal role of the Senior Relationship Manager is to develop new clients by cultivating their personal and professional networks and leveraging relationships with centers of influence (COI's). In addition, the position also is responsible for maintaining close, ongoing relationships with existing clients. The SRM works closely with HNW/UHNW clients with complex investment needs. The SRM partners with the internal planning and investment team to do a detailed needs analysis that delves into client's values, legacy, and philanthropic goals. The answers, which often differ across generations, allow the SRM to work with clients on implementing investment strategies tied to these objectives and help clients cultivate the next generation as stewards of family wealth.
Candidate Profile
- An existing network that can be cultivated and expanded within the community
- Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants, and business advisors
- Experience advising and being regarded as a trusted advisor, not only with financial decisions but for meaningful life and business decisions
- Comfortable interacting with individuals of significant wealth
- Personal integrity that is beyond reproach
- Strong academic credentials
- A minimum of seven years of relevant work experience in finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Relatioship Manager in Philadelphia, PA vacancy
- ...MAKE STRATEGY A REALITY | ACCELERATE YOUR GROWTH | CHOOSE YOUR PATH We're seeking a Senior Manager to join our Life Sciences Portfolio based in Philadelphia. This role offers a unique opportunity to shape strategy, lead high-performing teams, and drive growth...SeniorLocal area3 days per week
North Highland
Philadelphia, PA4 days ago - ...those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity. As a Valuations Senior Manager, you will lead complex valuation engagements and serve as a strategic leader within our growing Valuation Services practice....SeniorWork at officeLocal area
Wipfli
Philadelphia, PA16 hours ago $90k - $200k
...Senior Manager Ediscovery Kroll's global Discovery & Analytics Solutions professionals within our Cyber & Data Resilience service line serve as trusted advisors, grounded in Kroll's long-standing expertise in risk, investigations, and complex problem solving. Our teams...SeniorFull timeShift workKroll
Philadelphia, PA16 hours ago$130k - $180k
(Senior) Manager, REMS East Coast, United States (proximity to New York City preferred) Compass Pathways plc (Nasdaq: CMPS) is a biotechnology company dedicated to accelerating patient access to evidence-based innovation in mental health. The Company is headquartered...SeniorVisa sponsorshipWork visaCompass Pathways
Camden, NJ1 day ago- ...packages to confirm the securities purchased are wired to the correct beneficiary and are for the appropriate amounts; Calculate management fees owed to the Management Company for the investment and portfolio management services they provide to the Fund; Interact...SeniorWork at officeLocal area
Ultimus Fund Solutions, LLC
Philadelphia, PA4 days ago $191k - $233k
...Come join a collaborative team as an Senior Manager within our Macquarie Asset Management group. This role offers the opportunity to join a dynamic, global organization. At Macquarie, our advantage is bringing together diverse people and empowering them to shape...SeniorTemporary workWork from homeFlexible hoursMacquarie Global Services
Philadelphia, PA23 hours ago- ...Senior Manager, Contracts ICON plc is a world-leading healthcare intelligence and clinical research organization. We're proud to foster an inclusive environment driving innovation and excellence, and we welcome you to join us on our mission to shape the future of clinical...SeniorContract workFlexible hours
ICON Clinical Research
Philadelphia, PA4 days ago $109.2k - $152.9k
...9,200 - $152,900 Annual Bonus Eligibility Comprehensive Benefits Package Paid Time Off 401k & Company Match The Senior Manager, DSD Excellence is responsible for ensuring the sustainability of DSD Excellence execution standards and practices by partnering...SeniorContract workGrupo Bimbo
Conshohocken, PA3 days ago$105.56k - $247.9k
...professional journey. To support the continued growth of our Deal Advisory ( practice, an opportunity has been created for a Senior Manager to join our high performing team with the flexibility to sit in multiple offices throughout our footprint or possibly remote...SeniorWork experience placementLocal areaRemote workCherry Bekaert
Ambler, PA16 hours ago- ...Senior Manager, Exhibits and Sponsorships DIA is a global healthcare association that mobilizes life science professionals from across all areas of expertise to engage with patients, peers, and thought leaders in a neutral environment on the issues of today and the...SeniorFor contractorsWork at officeWorldwideFlexible hours
Drug Information Association
Fort Washington, PA21 days ago $103k - $110k
...location and work authorization. About the Team The Standards Management Team is responsible for evolving B Lab's Standards (... ...to B Lab on its Standards. About the Opportunity The Senior Manager, Social Standards will play a specialist role supporting...SeniorFull timePart timeWork experience placementWork at officeRemote workFlexible hoursB Lab
Philadelphia, PA16 hours ago- ...Senior Sap Test Manager Location – Philadelphia, PA (Hybrid) Start date for assignment is 1st April 2024 Rate: DOE Roles & Responsibilities Senior SAP Test Manager in US reporting to the UAT test manager at UK Experience with SAP Modules like S2P, R2R...Senior
Staffing the Universe
Philadelphia, PA2 days ago - ...Role: Senior Manager Location: Philadelphia (Hybrid) Experience: 5+ years Full Time Role Role Overview We are looking for a Senior Manager - Data Science (Econometrics & Time Series) to lead advanced analytical initiatives for a major Telecommunications...SeniorFull timeRemote work
Lorven Technologies
Philadelphia, PA16 hours ago $5,000 per month
...Senior Voter Registration Manager Voter Education Project Location: Philadelphia, PA Job Type: Temporary, Contract Experience Level: Experienced, 3 Cycles Compensation: Salary of $5,000/month Position Overview The Voter Education Project...SeniorTemporary workLocal areaVoter Education Project
Philadelphia, PA1 day ago$160k - $180k
...Senior Manager – AI & Analytics Delivery Philadelphia, Pennsylvania, United States $ 160,000.00 - 180,000.00 (US Dollar) About the Job Senior Manager – AI & Analytics Delivery Role: Senior Manager – AI & Analytics Delivery Job Type: Fulltime / Hybrid (2-...SeniorFull timeWork at office2 days per week3 days per weekInizio Partners
Philadelphia, PA1 day ago- A prominent financial institution located in Plymouth Meeting is seeking an experienced professional to manage complex loan origination and evaluation. This role requires a strong background in financial and loan analysis, with a focus on developing new business and managing...SeniorWork at office
$80k - $95k
A design firm located in Collingswood, NJ, is looking for a Project Coordinator to manage architectural projects from concept to construction. Ideal candidates are licensed architects with at least 8 years of experience, capable of leading design decisions and overseeing...Senior- A leading law firm in Delaware County seeks an experienced Personal Injury Paralegal or Case Manager. The role involves managing a caseload of personal injury cases, ensuring exceptional client service, and maintaining organization throughout the pre-litigation process....Senior
- Ericsson is seeking a Senior Business Development Manager to drive new business growth in Mobile Financial Services across North America. This hybrid role requires onsite presence three days a week. Responsibilities include generating new business, leading sales cycles...Senior3 days per week
- ...SAP FI Senior Manager, CMT Northeast Join Client and help transform leading organizations and communities around the world. The sheer scale of our capabilities and client engagements and the way we collaborate, operate and deliver value provides an unparalleled opportunity...Senior
ClifyX
Philadelphia, PA2 days ago - ...Sales Manager Our growing manufacturing client, located about 1-hour NW of Philadelphia, PA is seeking a Sales Manager for their Custom... ...scores. Generate regular reports and present insights to senior management. Address underperformance and implement...SeniorWork experience placement
MRINetwork
Philadelphia, PA2 days ago $40 - $49 per hour
...Apply now: Senior PR Manager/Director (National Media), location is Remote. The start date is ASAP for this contract position. Job Title: Senior PR Manager/Director (National Media) Location-Type: Remote (U.S. - EST/CST preferred) Start Date Is: ASAP Duration...SeniorContract workImmediate startRemote workMondo Staffing
Philadelphia, PA2 days ago$80k - $100k
...Insurance Office of America, located in Bellmawr, NJ, is seeking a Senior Account Manager for Commercial Lines, fully remote for candidates in Eastern or Central Time Zones. The ideal candidate will have 10+ years of experience in the insurance industry, an active P&C...SeniorWork at officeRemote workInsurance Office of America
Bellmawr, NJ16 hours ago$97.85k - $227.24k
...culture because it's an investment in our people, our future, and what we stand for as a firm. KPMG is currently seeking a Manager or Senior Manager, Trade & Customs (Japanese Speaking) to join our Trade and Customs practice. Responsibilities: Meet with and...SeniorH1bLocal areaKPMG
Philadelphia, PA3 days ago- II-VI UK, Ltd. in Horsham, Pennsylvania is seeking a highly skilled engineer to design and tapeout silicon photonic integrated circuits, including coherent receivers and transmitters. The role requires expertise in silicon photonics design, as well as experience with industry...Senior
$60k - $70k
A leading dining establishment located in Willow Grove, Pennsylvania is seeking an experienced Restaurant Manager. Candidates should have at least 2 years in a full-service restaurant management role and demonstrate strong interpersonal skills. The position offers a competitive...Senior- A higher education institution in Pennsylvania is seeking a Manager of Alumni and Donor Relations to advance alumni engagement and oversee donor stewardship. The role involves developing strategies aligned with institutional priorities, planning alumni events, and managing...SeniorWeekend workAfternoon shift
- Southland Industries, Inc. is seeking a Project Manager in Horsham, Pennsylvania to oversee multiple project teams and ensure successful project execution. The ideal candidate will have a four-year engineering degree and a minimum of 12 years’ experience, including 5 years...Senior
- Sunrise Senior Living is seeking a Care Manager for Sunrise of Abington, responsible for providing quality care to residents in assisted living. The role involves direct hands-on care, emotional support, and implementing Individualized Service Plans (ISPs). Applicants must...Senior
- ...compassionate Nurse Practitioner or Physician Assistant to join our team, providing high-quality primary care in senior living facilities. You will manage patient care directly, focusing on wellness promotion and chronic condition management. This role includes performing...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Relatioship Manager. Be the first to apply!
Related searches
- government affairs manager Philadelphia, PA
- offer manager Philadelphia, PA
- engineer manager Philadelphia, PA
- natural science manager Philadelphia, PA
- equipment manager Philadelphia, PA
- city manager Philadelphia, PA
- scanning manager Philadelphia, PA
- disability manager Philadelphia, PA
- esports manager Philadelphia, PA
- launch manager Philadelphia, PA