Kyler Professional Search · 1 day ago
Relationship Manager - Wealth Management
Plano, TX
Full-time
Hybrid
Mid, Senior Level
3+ years expKyler Professional Search is representing a client expanding its Advice & Wealth Management organization, seeking relationship-driven professionals for managing ultra-high-net-worth client relationships. This role involves serving as the primary contact for clients, providing tailored solutions and guidance to navigate complex financial decisions.
Human Resources
Hiring Manager
Amylyn Kyler
Responsibilities
Serve as the primary relationship owner for a dedicated book of self-directed ultra-high-net-worth clients, delivering a consistent, high-touch experience
Build deep trust and client loyalty by anticipating needs and aligning solutions through education and thoughtful guidance
Lead sophisticated conversations around topics such as partnering with advice, share of wallet expansion, private equity, trusts, margin strategies, and charitable giving
Strategically manage and grow your book of business while supporting broader retention and growth initiatives
Connect with clients through genuine curiosity, empathy, and a strong understanding of their financial goals and values
Deliver exceptional service by proactively resolving issues, navigating complex requests, and ensuring a seamless client experience
Develop deep expertise across the organization’s products and services, using technical credibility to strengthen client relationships
Qualification
Required
Active or eligible FINRA registration (SIE, Series 7, and 63/65 or 66 required; certain designations may substitute per compliance)
SIE & Series 7 required prior to start
Series 66 may be obtained after start
3+ years of experience managing a book of business in financial services
A consultative, relationship-first mindset with a passion for guiding clients through complex financial decisions
Comfort discussing investments and planning topics such as ETFs, mutual funds, estate and legacy planning, and charitable giving
Bachelor's degree or equivalent experience demonstrating strong learning agility and leadership potential
Preferred
2+ years of experience working with high-net-worth or ultra-high-net-worth clients preferred
Company
Kyler Professional Search
In today’s ever changing workforce many organizations find themselves… • Paying the high price of executive and/or contingent Recruiters to source for niche requirements.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase