Lead Relationship Manager

Lead Relationship Manager

1B+ AUM Wealth Advisory Firm
Published
June 3, 2021
Location
Los Angeles, CA, United States

Description

Lead Relationship Manager

1B+ AUM Wealth Advisory Firm

Los Angeles, CA

 

Overview
1B+ AUM Wealth Advisory Firm seeks a Lead Relationship Manager to partner with the Founder to provide comprehensive investment and wealth advisory to high net worth and ultra high net worth clientele (5 million to 500 million net worth’s).
Manage relationships with existing clientele (50%) as well as source new prospective wealthy individuals and families from networking, centers of influence and referrals from existing clientele (50%).

 

Highlights

  • Opportunity to be mentored directly by the founder in all areas of business development and relationship management
  • Excellent opportunity for advancement as the firm has a track record of retaining and promoting talent
  • Competitive base salary with significant profit and performance based bonuses with excellent benefits. Track to equity ownership.
  • No portable book of business required. Not a commissioned sales role.
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