Senior Wealth Management Relationship Manager
Listed on 2026-09-25
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Cyperus Group LLC is seeking an experienced Wealth Management Advisor (Relationship Manager) in New Jersey to manage sophisticated client relationships and drive growth. You will deliver high-touch service, develop tailored financial plans, and collaborate with Investments, Tax, and Planning teams to implement solutions.
The role emphasizes proactive client engagement, CRM maintenance, and continual process improvement using technology. CFP preferred;
Series 65 required within 90 days of hire.
This posting is for the Senior Wealth Management Relationship Manager role at Cyperus Group LLC, based in NJ, United States.
Step into the Senior Wealth Management Relationship Manager role at Cyperus Group LLC in NJ, United States and grow with us.
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