TWM Executive Search ยท 5 days ago
Senior Relationship Manager
Greater St. Louis
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expTWM Executive Search is a national wealth management firm expanding its St. Louis office, seeking a Senior Relationship Manager. The primary responsibility of this role is to serve as the main contact for high-net-worth clients, providing comprehensive investment and wealth management services while collaborating with a team to manage portfolios and develop client relationships.
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
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
The firm has a team of Business Development Officers to help facilitate new business opportunities
Requires 8+ years' strong relationship management background with deep technical exposure to investment management
Preferred
CFA or MBA a plus
Company
TWM Executive Search
Boutique Executive Search Firm specializing exclusively in the Wealth Management industry.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase