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Client-facing role ensuring consistent delivery of wealth management service standards. Manage service workflows, partner with advisors on segmentation and retention, track satisfaction metrics, support business development and onboarding, and resolve client issues to deepen relationships.

Serve as a client-facing Relationship Manager supporting wealth advisors by ensuring consistent service delivery, managing client workflows, resolving issues, tracking satisfaction and retention metrics, and supporting growth through proactive engagement, onboarding, and practice management. Acts as liaison across internal teams to enhance client experience and operational efficiency.

The Regional Vice President will engage and build client relationships to provide tailored wealth management solutions, driving sales in a collaborative environment.

The Senior Wealth Advisor builds relationships with high net worth clients, provides tailored financial solutions, and ensures compliance with regulations while working with a unified in-house team.

The Senior Wealth Advisor is responsible for managing relationships with ultra-high-net-worth clients, offering tailored financial solutions and leveraging in-house expertise to help clients achieve their financial objectives while ensuring compliance and client satisfaction.

Prepare comprehensive financial plans (cash flow, investments, retirement, Social Security, education, stock options, estate, tax, risk). Use planning and CRM tools, collaborate with advisors and specialists, manage client documentation, improve workflows, and support implementation. Hybrid role with up to 10% travel.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.

The Relationship Manager I ensures excellent client service delivery, collaborates with Wealth Advisors, and tracks client satisfaction metrics while supporting retention and business growth efforts.

Serve as primary trusted advisor to 150–250 clients, onboard 10–50 clients annually, support regional leadership on investments, tax, estate, insurance and financial planning, present planning modules, manage client communications, meet retention/referral goals, and travel for client meetings and trainings (up to 50%).

The Relationship Manager I oversees client service excellence, partners with Wealth Advisors, manages workflows, and enhances client experiences while supporting retention and business growth.