Lead Relationship Manager - Western Pennsylvania Region - Top Tier RIA

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JOB DESCRIPTION

Job #: 18744
Status: Inactive / Filled
Title: Lead Relationship Manager - Western Pennsylvania Region - Top Tier RIA
Job Location: Pittsburgh, PA
Base Compensation: $100,000 — $150,000
Total Compensation: $115,000 — $170,000
Benefits: Above average benefits including full health coverage
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Finance; Wealth Management - Asset & Investment; Wealth Management - Personal Trust
Industries: Financial Services

WHY IS THIS A GREAT OPPORTUNITY?

Lead Relationship Manager - Western Pennsylvania Region - Top Tier RIA

JOB DESCRIPTION

Award Winning Independent RIA seeks Lead Relationship Manager to provide holistic fee based investment management and comprehensive financial planning to high net worth clientele. The ideal candidate will manage existing client relationships (80%) and develop business (20%) from internal referrals, custodian referral programs and external COI's. Utilize a collegial team based approach to clients based upon a comprehensive wealth management platform encompassing investment management, alternative investments, financial planning, retirement, insurance, estate and tax planning, tax compliance and trust administration.

QUALIFICATIONS

7+ years experience advising clients and managing relationships required. The CFP designation is ideal.
Education: Bachelor's
  
Certifications: Certified/Chartered Financial Planner
  
Total Years of Experience: 7-8+
  
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