Our wealth management division is seeking a relationship-oriented individual to serve as a Senior Portfolio/Relationship Manager. This position helps our clients protect, preserve, and grow wealth responsibility. This role works very closely with our investment advisors, clients, and other Portfolio/Relationship Managers. The ideal candidate will be partnering with our clients to understand their objectives and guide decisions to strategically meet the client’s ultimate financial goals. This person will need to have a strong understanding of the challenge’s families of wealth face. He or She would have a proven background in finance, paired with an ability to communicate complex topics in a manner easily understood by the lay person. This person will also coach, mentor, and lead a team of Portfolio/Relationship Managers.
As a Senior Portfolio/Relationship Manager, your passion, expertise, and commitment to long-standing relationships will attract new clients while serving and retaining existing clients.