Job Summary

• The Senior Relationship Manager is responsible for business development and relationship management of both new and existing clients, leading all sales related activities and organizing client service team members.
• This role requires strong knowledge of investments, capital markets, asset allocation theory, and the ability to discuss sophisticated investment solutions with financial advisors.
• The company offers comprehensive benefits, educational initiatives, and special celebrations, and is committed to equal opportunity for all employees and applicants.

Matching Summary

Salary

Base: $120,000 - $170,000; Bonus/Equity: Discretionary bonus eligible; Benefits: Not specified

Skills & Requirements

Key Requirements

• Extensive industry experience
• Bachelor’s Degree required
• MBA or CFA or other industry designations strongly preferred
• Demonstrated track-record of building relationships
• Ability to coach and mentor junior team members

Work Rights