
Private Client Relationship Leader - Flexible Growth
Capital Group, New York, New York, us, 10261
A financial services company in New York is seeking a Private Client Relationship Manager to oversee operations for a Private Wealth Advisor's practice. The role encompasses managing client relationships, ensuring sales goals are met, and facilitating effective communication across teams. Candidates must possess strong sales and service skills, a Bachelor's degree, and ideally a CFP. Competitive salary, bonuses, and exceptional benefits are offered, fostering career growth and professional development.
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