Base: $124,280 - $186,160 usd; bonus/equity: not s...
High net worth client management
Banking and lending expertise
Client onboarding and discovery
The Private Client Relationship Manager II serves as the central point of contact for high net worth clients, managing banking, lending, and wealth management services to exceed client expectations
Job Summary
The Private Client Relationship Manager II serves as the central point of contact for high net worth clients, managing banking, lending, and wealth management services to exceed client expectations.
TD offers a comprehensive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, paid time off, and career development opportunities.
The role emphasizes compliance with federal and state regulations, ongoing education, and fostering a positive, inclusive team environment to support TD Wealth’s competitive positioning.
Matching Summary
The Private Client Relationship Manager II serves as the central point of contact for high net worth clients, managing banking, lending, and wealth management services to exceed client expectations.
Salary
Base: $124,280 - $186,160 USD; Bonus/Equity: Not specified; Benefits: Health, retirement, paid time off, career development
Skills & Requirements
Must-have
High net worth client management
Banking and lending expertise
Client onboarding and discovery
Annual client review process
Compliance with financial regulations
Cross-departmental collaboration
Credit and financial analysis skills
Nice-to-have
Mentorship and team leadership
Community involvement and charity support
Consultative sales experience
Strong negotiation skills
Exceptional verbal and written communication
Customer-centric service approach
Ability to work independently and in teams
Key Requirements
Minimum 10 years financial services experience
Valid Series 7, 63 + 65 or 66 licenses
Active Life & Health insurance licenses
Certified Financial Planner (CFP) preferred
4-year degree highly preferred
Advanced degree or MBA preferred
Criminal and financial background check required
Work Rights
Must be eligible for employment with covered financial institution and registration under FINRA and NMLS