Relationship Manager - Private Wealth

About the Role

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. As a Relationship Manager, you’ll focus on growing direct revenue, retaining high‑net‑worth client relationships, and expanding business within your portfolio. You’ll align with clients’ sophisticated financial needs, investment objectives, and the organization’s strategy—while actively growing your client base through networking, community involvement, and exceptional relationship management.

• Manage client relationships: oversee a portfolio of high‑net‑worth clients to ensure strong retention and continued business growth, while aligning with investment objectives and firm policies.
• Expand your portfolio: acquire new clients with complex financial needs through strategic business development activities and close collaboration with Business Development Officers.
• Drive profitability: achieve revenue goals, manage expenses, and monitor overall profit performance—taking timely action when needed.
• Deliver exceptional service: foster a high‑touch service culture by leveraging expertise in investment and wealth advisory services to deliver tailored client solutions.
• Engage in client events: participate in client events to deepen relationships and support new business development efforts.
• Collaborate effectively: partner across internal teams to provide a seamless, professional, and timely client experience.
• Ensure compliance: implement and maintain strong operational and compliance risk controls across all activities.

• Educational background: bachelor’s degree required; advanced certifications such as MBA, CFA, CPA, or CFP preferred.
• Wealth management expertise: 8+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• Investment knowledge: strong understanding of investment products and strategies designed for sophisticated, high‑net‑worth clients.
• Financially savvy: skilled in financial analysis and able to offer expert advice on complex, high‑value relationships.
• Relationship builder: excel at cultivating lasting client relationships and delivering tailored recommendations that inspire trust and action.
• Confident communicator: comfortable presenting to both small groups and large audiences, with excellent written skills for crafting professional proposals and presentations.
• Strategic negotiator: use advanced negotiation and influencing skills to identify and pursue new business opportunities.
• Service‑oriented: act with professionalism and sound judgment, always keeping the client’s success in focus.
• Risk aware: maintain a strong understanding of operational, regulatory, and compliance‑related requirements.

• Proven track record of managing high‑net‑worth client relationships.
• Expertise in investment and wealth advisory services.
• Collaborative mindset to deliver seamless client service.
• Strong financial acumen and relationship management skills to develop and execute customized client solutions.

Expected salary range: $150,000 – 175,000 for the Austin, TX market based on experience, qualifications, and location.

Eligibility to participate in the business unit’s incentive compensation plan, which may include a discretionary bonus component.

Benefits include Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability and other insurance plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation), Holidays, and 401(k).

Job Location:

Austin, TX, 111 Congress Ave Ste 1830.

Employment Type:

Regular.

Weekly

Hours:

40.

Skills:

Business Development, Client Service, Customer Experience (CX), Ensure Compliance, Group Problem Solving, Investment Advising, People Management, Profitability Management, Risk Management and Mitigation, Wealth Management.

California residents — your privacy rights regarding your actual or prospective employment.

You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

We may ask you to complete attribute‑based assessments and other skills tests (such as simulation, coding, MS Office).

This position does not offer visa sponsorship.

We seek applicants with a wide range of abilities and provide an accessible candidate experience. If you need accommodation, please contact Mailb