Senior Relationship Architect for Elite HNW Clients

TWM Executive Search; Parsippany-Troy Hills (NJ); On-site; USD 180,000 - 240,000; Full time

Job summary

TWM Executive Search is assisting a leading Northern New Jersey RIA with a Senior Relationship Manager opportunity. This role serves as the primary advisor to high-net-worth clients, leading meetings and deepening complex relationships without sales or new business requirements.

Partnering with the CEO and leadership team, you will craft comprehensive financial plans, coordinate with CPAs and estate attorneys, and ensure seamless client solutions for a premier book of business worth $1B+.

Qualifications

• 10-15 years of financial planning experience.
• CFP certification is required.
• Experience serving high-net-worth clients.
• Ability to coordinate with CPAs and estate attorneys.

Responsibilities

• Lead client meetings and manage elite client relationships.
• Co-drive advisory with CEO and leadership team.
• Develop and implement comprehensive financial planning strategies (estate, tax, retirement).
• Coordinate with internal and external advisors to deliver client solutions.

Skills

Client relationship management

Financial planning

Executive communication

Cross-functional collaboration

Education

CFP certification

Job description

TWM Executive Search is assisting a leading Northern New Jersey RIA with a Senior Relationship Manager opportunity. This role serves as the primary advisor to high-net-worth clients, leading meetings and deepening complex relationships without sales or new business requirements.

Partnering with the CEO and leadership team, you will craft comprehensive financial plans, coordinate with CPAs and estate attorneys, and ensure seamless client solutions for a premier book of business worth $1B+.