Senior Relationship Manager
Job in
Springfield, Greene County, Missouri, 65897, USA
Listed on 2026-02-12
Listing for:
TWM Executive Search
Full Time
position Listed on 2026-02-12
Job specializations:
-
Finance & Banking
-
Business
Job Description & How to Apply Below
Senior Relationship Manager opportunity with established national wealth management firm expanding its St. Louis office.
- Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services
- Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies
- Build and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sources
- Partner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's services
- The firm has a team of Business Development Officers to help facilitate new business opportunities
- Requires 8+ years' strong relationship management background with deep technical exposure to investment management
Position Requirements
10+ Years
work experience
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