Senior Relationship Manager — Trusted Wealth Advisor

Nottingham & Associates; Raleigh (NC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) plan

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Mentorship culture

Job summary

Triangle Wealth Management is seeking a Senior Relationship Manager to serve as the primary liaison for a portfolio of high-net-worth families. You will lead a four-person team spanning relationship management, financial planning, portfolio management, and client service, coordinating every part of the clients' financial lives with trust and care.

This is a growth-oriented, mentorship-focused role where you build deep relationships and guide families through major life transitions, with a

Qualifications

• Bachelor's degree required; CFP and/or Series 65 valuable but not required.
• 6–8 years of relevant industry experience.
• Strong relationship-building and communication skills.

Responsibilities

• Serve as the primary point of contact for a dedicated team of families.
• Lead a four-person client team including relationship management, financial planning, portfolio management, and client service.
• Coordinate every piece of the client's financial life with trust and integrity.

Skills

Relationship management

Client service

Leadership

Financial analysis

Education

Bachelor's degree

CFP/Series 65 helpful

Job description

Triangle Wealth Management is seeking a Senior Relationship Manager to serve as the primary liaison for a portfolio of high-net-worth families. You will lead a four-person team spanning relationship management, financial planning, portfolio management, and client service, coordinating every part of the clients' financial lives with trust and care.

This is a growth-oriented, mentorship-focused role where you build deep relationships and guide families through major life transitions, with a