Senior Relationship Manager

Job description Senior Relationship Manager opportunity with established national wealth management firm expanding its Chicago office. Serve as primary point of contact for

HNW/UHNW

clients in providing full suite of investment and wealth management services Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. suites at local sports teams) to assist candidate with developing a network of referral sources Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services The firm has a team of Business Development Officers to help facilitate new business opportunities Requires 8+ years' strong relationship management background with deep technical exposure to investment management or financial planning CFA, CFP, or MBA a plus

Compensation:

$175,000 - $250,000+. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus Keywords environment-health-and-safety-hsse ecology-environment allocation dating-personals potential-customer youth-organizations-resources state-local-municipal planning-and-forecasting electrical-engineering-and-planning planning-and-design business-development training-and-development money-management funding-management financial-planning chartered-financial-analyst-cfa mba-programs incentive-compensation