Relationship Manager - National Wealth Management Firm

Senior Relationship Manager opportunity at a Top-Tier Wealth Management Firm in San Francisco to 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
• 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
• Maintain extensive contact with clients and their advisors regarding tax, trust, estate, and investment matters
• Requires 8+ years' strong relationship management background with deep technical exposure to investment management or financial planning
• CFA or CFP required

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