HNW Relationship Manager | Wealth Advisory & Client Experience
Beacon Pointe
Beacon Pointe Advisors seeks a Relationship Manager in Dallas–Fort Worth, TX to serve high-net-worth individuals, families and institutions. You will be the primary liaison among clients, investment professionals, and the service team, delivering personalized service and coordinating account setup and ongoing maintenance. Responsibilities include client inquiries, meetings, onboarding tasks, and collaboration with wealth advisory and operations teams, using Salesforce and Tamarac; a four-year #J-18808-Ljbffr Beacon Pointe
Vacancy posted 2 days ago
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