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Wealth Advisor Relationships Lead
Job in
Beachwood, Cuyahoga County, Ohio, 44122, USA
Listed on 2026-09-07
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-07
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Stratos is seeking a senior relationship manager to lead a regional portfolio of advisory firms. You will build trusted advisor relationships, develop relationship plans, and drive growth through platform adoption and asset consolidation.
The role requires 5+ years in wealth management, FINRA registrations, and a strong track record in cross-functional collaboration. Willingness to travel up to 50% to support advisor meetings and events is expected.
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