Lead Relationship Manager

Lead Relationship Manager

Multi-Billion AUM RIA
Published
June 3, 2021
Location
Westchester County, NY, United States

Description

Lead Relationship Manager

Westchester County, NY

Multi-Billion AUM RIA

 

Overview
Independent Multi-Billion AUM RIA serving high net worth and ultra high net worth clientele is seeking a Lead Relationship Manger wealth management advice inclusive of investment management, financial planning and cash flow analysis, tax and estate planning, and insurance.

The firm has been growing organically at a clip of 40% a year for the last several years due to a collegial culture, significant investment in infrastructure and highly development lead generation systems.

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