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TWM Executive Search · 3 days ago

Senior Relationship Manager

Greater Chicago Area

Full-time

Onsite

Senior Level, Lead/Staff

$175K/yr - $250K/yr

8+ years exp

TWM Executive Search is an established national wealth management firm expanding its Chicago office, and they are seeking a Senior Relationship Manager. The role involves serving as the primary point of contact for high-net-worth clients, managing client portfolios, and implementing investment strategies while collaborating with a team of professionals.

Staffing & Recruiting

Hiring Manager

Gary Teigman

Responsibilities

Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services

Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies

Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. suites at local sports teams) to assist candidate with developing a network of referral sources

Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services

The firm has a team of Business Development Officers to help facilitate new business opportunities

Qualification

Relationship ManagementInvestment ManagementFinancial PlanningCFACFPMBACommunication SkillsTeam Collaboration

Required

Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services

Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies

Build and utilize a personal referral network to discover and onboard prospects

Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services

Requires 8+ years' strong relationship management background with deep technical exposure to investment management or financial planning