Sr. Relationship Manager - Leading RIA

Senior Relationship Manager opportunity in Northern New Jersey with leading RIA to become successor to CEO's $1B+ book of business - no sales or new business required.

• Serve as primary advisor and strategic point of contact for high-net-worth clients, leading client meetings and managing elite client relationships
• Work alongside CEO and leadership team to co-advise and deepen relationships with the firm's most complex clients
• Construct and implement comprehensive financial planning strategies including estate, tax, and retirement planning
• Coordinate with internal team and external advisors (CPAs, estate attorneys) to develop seamless client solutions
• 10-15 years' experience with strong financial planning background; CFP required

Compensation: $200,000 - $250,000 base with discretionary annual bonus and comprehensive benefits package.