Relationship Manager

Cyperus Group LLC; Morristown (NJ); On-site; USD 90,000 - 120,000; Full time

Job summary

Cyperus Group LLC in Morristown, New Jersey seeks an experienced Relationship Manager to oversee daily administration of wealth management relationships. You will work with existing clients and prospects, providing timely service, resolving issues, and coordinating with the team to deliver high-quality wealth management services.

The role emphasizes deeper client engagement and ongoing relationship growth. The position involves handling complex relationships, ensuring efficient operations, and

Job description

Job Description

The overall goal is to deliver high-quality wealth management services to clients (existing relationships) and prospects (new business). Under general direction, this individual contributor is responsible for handling daily administration of wealth management relationships in consultation with various team members. This is a more experienced position in the job family and will be responsible for more complex relationships. The relationship manager will strengthen existing relationships by providing efficient and timely client service and problem resolution. Through ongoing servicing of the clients, this individual will generate referrals consistent with the annual incentive plan to support firm growth.