Lead Relationship Manager - Western Pennsylvania Region - Top Tier RIA
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.
7+ years experience advising clients and managing relationships required. The CFP designation is ideal.