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Wealth Management

Senior Private Wealth & Tax Solutions Relationship Manager

Job in Santa Barbara, Santa Barbara County, California, 93190, USA
Listing for: Wilson Hand LLC
Full Time position
Listed on 2025-12-03
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A wealth management firm is seeking a Relationship Manager to develop and manage high-net-worth client relationships in the Southern California region. The ideal candidate will have significant experience in private wealth management and a strong background in tax strategies. This role involves collaborating with Strategic Partners and ensuring exceptional service delivery. The position is based in Santa Barbara, CA.
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Position Requirements
10+ Years work experience
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