Senior Relationship Manager
Senior Relationship Manager
Senior Relationship Manager
Charlotte, NC
Compensation: 125,000 - 150,000
Selby Jennings is collaborating with a leading Private Wealth Management firm, boasting over $2 billion in assets, to find a motivated professional for a client-facing relationship management role. This firm caters to ultra-high-net-worth (UHNW) individuals and families, emphasizing a client-centric approach to finance and wealth management. The Senior Relationship Manager will benefit from an innovative work environment, gain valuable leadership experience, and develop alongside a quickly growing team.
Senior Relationship Manager Key Responsibilities:
- Serve as the primary relationship manager for a select group of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
- Act as a liaison between leadership, client service teams, and clients to manage advisory, estate planning, governance, and service needs.
- Assist clients with estate planning while coordinating with colleagues on investment management and service needs.
- Stay current on estate planning regulations and industry trends.
- Lead client discussions and collaborate with third-party professionals on planning, reporting, and investment management.
- Interact with third-party portfolio managers on transactions, valuations, and financial statements.
- Draft and present internal and client-facing guidance on investment processes and planning.
- Assist with operational and regulatory compliance projects.
Senior Relationship Manager Preferred Qualifications:
- 7-10 years of experience within the Private Wealth Industry
- Experience with multi-generational clients in real estate, private equity, or complex investments is beneficial.
- Undergraduate degree in business, finance, or accounting; additional credentials such as a CFA, MBA or estate planning/investment licenses are a plus.
- Strong problem-solving, critical thinking, and multitasking skills.
- High sense of accountability and dedication to client needs.
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