Senior Wealth Relationship & Growth Manager

Beacon Trust; Morristown (NJ); On-site; USD 108,000 - 177,000; Full time

Job summary

Beacon Trust is seeking an experienced Relationship Manager to deliver high-quality wealth management services to existing clients and pursue new business opportunities. You will coordinate with planning, tax, trust, and investments to meet client objectives, while ensuring exceptional service and proactive problem resolution.

You will develop financial plans, onboard new clients, and maintain strong relationships through ongoing communication via phone, email, Zoom, and in-person meetings.

Qualifications

• Bachelor’s degree required; MBA preferred.

Responsibilities

• Manage daily administration of wealth management relationships.

Skills

Client relations

Sales

Interpersonal skills

Communication

Negotiation

Time management

Education

Bachelor’s degree

MBA

Tools

Excel

PowerPoint

CRM software

eMoney planning

Job description

Beacon Trust is seeking an experienced Relationship Manager to deliver high-quality wealth management services to existing clients and pursue new business opportunities. You will coordinate with planning, tax, trust, and investments to meet client objectives, while ensuring exceptional service and proactive problem resolution.

You will develop financial plans, onboard new clients, and maintain strong relationships through ongoing communication via phone, email, Zoom, and in-person meetings.