Senior Wealth Management Relationship Manager

Provident Bank; Morristown (NJ); On-site; USD 108,000 - 177,000; Full time

Job summary

Provident Bank's Beacon Trust division seeks a Wealth Management Relationship Manager III to manage and grow high‑value client relationships. You will coordinate planning, investments, tax and trust services, prepare financial plans, and present results to clients.

You will work with sales, planning and operations to deliver seamless service and to develop new business within existing relationships. The role emphasizes business development, requires at least 10 years in financial planning or

Qualifications

• MBA preferred.
• 10+ years in financial planning, client services, or related field.
• Excellent client-facing service and problem‑resolution skills.
• Strong communication, multitasking, and organizational abilities.
• Experience with investments, tax, fiduciary and operations.

Responsibilities

• Manages daily administration of wealth management relationships.
• Develops financial plans and presents results to clients.
• collaborates with planning, tax, trust and investments teams.
• Onboards new clients and coordinates services during onboarding.
• Builds and enhances relationships through proactive client communication.

Skills

Financial planning

Client service

Relationship mgmt

Sales

CRM

Excel

Education

MBA preferred

Tools

CRM software

eMoney

Job description

Provident Bank's Beacon Trust division seeks a Wealth Management Relationship Manager III to manage and grow high‑value client relationships. You will coordinate planning, investments, tax and trust services, prepare financial plans, and present results to clients.

You will work with sales, planning and operations to deliver seamless service and to develop new business within existing relationships. The role emphasizes business development, requires at least 10 years in financial planning or