FinTrust Connect · 1 week ago
Private Client Manager
Tampa, FL
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expFinTrust Connect is partnering with a regional banking institution to find a seasoned Private Client Relationship Manager. This role focuses on long-term wealth stewardship and involves serving as the primary advisor for complex, multi-generational wealth clients, integrating various banking and investment strategies.
Staffing & Recruiting
Responsibilities
Lead client advisory relationships with a high degree of discretion and long-term vision
Serve as the central point of contact for HNW families, coordinating across internal partners (credit, investments, trust, mortgage, etc.)
Develop deep relationships with COIs (attorneys, CPAs, family offices) to drive new client introductions
Advise on liquidity events, estate transfers, and full balance sheet management
Present comprehensive financial plans and credit strategies tailored to client life transitions
Qualification
Required
8–15+ years of experience in private banking, wealth management, or trust and estate planning
Bachelor's degree required
FINRA Series 7, and Series 65 or 66; Life, Health, and Variable insurance licenses; NMLS registration
Proven experience with HNW/UHNW households ($5MM–$50MM+ net worth)
Expertise in financial planning, credit strategy, trusts & estates, and asset allocation
Preferred
Strong preference for CFP credential
Company
FinTrust Connect
Welcome to FinTrust Connect, a leading Staffing and Consulting firm in the Financial Services, Information Technology and Data Management industries.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Gustavo Rendon
Founder & CEO
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