Senior Relationship Manager
TWM Executive Search
Senior Relationship Manager opportunity in Northern New Jersey with leading RIA to become successor to CEO's $1B+ book of business - no sales or new business required.
- Serve as primary advisor and strategic point of contact for high-net-worth clients, leading client meetings and managing elite client relationships
- Work alongside CEO and leadership team to co-advise and deepen relationships with the firm's most complex clients
- Construct and implement comprehensive financial planning strategies including estate, tax, and retirement planning
- Coordinate with internal team and external advisors (CPAs, estate attorneys) to develop seamless client solutions
- 10-15 years' experience with strong financial planning background; CFP required
Vacancy posted 2 days ago
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