Lead Relationship Manager

Lead Relationship Manager

Lead Relationship Manager
Ultra-High Net Worth Firm
Published
May 11, 2022
Location
Pittsburgh Region, PA

Description

Overview

Independent Wealth Management Firm seeks a Lead Relationship Manager provide comprehensive investment and wealth advisory to high net worth and ultra high net worth clientele (5 million to 500 million net worth).

Immediate equity grant opportunity

Not a commissioned sales role. No portable book of business required.

Manage relationships with existing clientele as well as collaborate with other relationship managers to source new prospective clientele in a collegial, growth oriented culture.

Highlights

  • Inherit existing clientele and make an impact on the growth of the Firm.
  • Competitive base salary with significant profit and performance based bonuses with excellent benefits.
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