Senior Relationship Manager

Senior Relationship Manager opportunity with established national wealth management firm expanding its Chicago 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 or financial planning

CFA, CFP, or MBA a plus

Compensation: $175,000 - $250,000+. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus

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