Lead Relationship Manager - NYC - No Sales

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JOB DESCRIPTION

Job #: 17632
Status: Inactive / Filled
Title: Lead Relationship Manager - NYC - No Sales
Job Location: NYC, NY
Base Compensation: $90,000 — $105,000
Total Compensation: $100,000 — $120,000
Benefits: Above Average
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Tax ; Wealth Management - Personal Trust; Wealth Management - Trust Tax

WHY IS THIS A GREAT OPPORTUNITY?


Lead Relationship Manager - NYC - No Sales. ~Firm has a solid track record of quickly promoting successful professionals as well as retaining top talent.

JOB DESCRIPTION

Award Winning Boutique Financial Planning Firm and RIA seeks Relationship Manager to lead 50+ high net worth client relationships and provide holistic, fee based investment and financial planning advice.

QUALIFICATIONS

~3+ years experience advising clients and managing relationships required. ~CFP or CFA ideal.

Education:
Bachelor's

Total Years of Experience:
3-4+

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