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 #J-18808-Ljbffr
Vacancy posted 5 days ago
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