Senior Relationship Manager

TWM Executive Search; Parsippany-Troy Hills (NJ); Sur place; USD 180 000 - 240 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client relationship management

Financial planning

Executive communication

Cross-functional collaboration

Formation

CFP certification

Description du poste

Senior Relationship Manager opportunity in Northern New Jersey with leading RIA to become successor to CEO's $1B+ book of business - no sales or new business required.

• Serve as primary advisor and strategic point of contact for high-net-worth clients, leading client meetings and managing elite client relationships
• Work alongside CEO and leadership team to co-advise and deepen relationships with the firm's most complex clients
• Construct and implement comprehensive financial planning strategies including estate, tax, and retirement planning
• Coordinate with internal team and external advisors (CPAs, estate attorneys) to develop seamless client solutions
• 10-15 years' experience with strong financial planning background; CFP required