Senior Wealth Strategy & Relationship Leader
$68k - $120kPowerToFly
PowerToFly seeks a Team Director of Business Strategy/Relationship Manager to enhance client relationships and lead business strategy initiatives. This senior role engages with Financial Advisors to support and manage client investments, ensuring exceptional service delivery. Ideal candidates will have over 10 years of relevant experience and possess a college degree or professional certifications such as CFA or CFP. The role will help to develop and maintain strategic relationships with clients to meet their financial goals. Competitive salary between $68,000 and $120,000, alongside a comprehensive benefits package. #J-18808-Ljbffr
Vacancy posted 19 hours ago
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