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TOIGO Foundation

Senior Relationship Manager, Private Wealth Growth

TOIGO Foundation, New York, New York, us, 10261

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A financial services firm in New York is looking for a Senior Relationship Manager to lead the management strategy for high-net-worth clients. In this role, you will partner with portfolio managers, develop family relationships for asset transitions, and enhance client experiences through wealth strategy services. The ideal candidate should have over 15 years of financial planning experience, communication skills, and necessary licenses. This position offers a competitive salary, part of a comprehensive benefits package. #J-18808-Ljbffr