Relationship Manager

TWM Executive Search · Greater tampa bay area, United States

Relationship Manager opportunity with established national wealth management firm expanding its Tampa office.

• Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services
• Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
• Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. suites at local sports teams) to assist candidate with developing a network of referral sources
• Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
• The firm has a team of Business Development Officers to help facilitate new business opportunities
• Requires 8+ years' strong relationship management background with deep technical exposure to investment management or financial planning
• CFA, CFP, or MBA a plus