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As a Relationship Manager, you will manage client relationships, support financial planning, collaborate with team members, and contribute to new business development.

Serve as primary client contact for wealth management clients, supporting onboarding, financial planning, client communications, and service delivery. Collaborate with advisors on prospecting, meetings, RFP responses, and marketing initiatives to grow relationships and wallet share.

Supports the firm’s compliance program across investment adviser, broker-dealer, and fund activities. Responsibilities include maintaining procedures, regulatory filings, risk assessments, vendor reviews, marketing and communications surveillance, sales practice supervision, branch audits, and regulatory examinations. The analyst monitors regulatory developments, updates compliance programs, supports training and reporting, and partners with legal, marketing, and business teams on initiatives.

Serve as the primary wealth management advisor for high-net-worth individuals, institutions, businesses, and qualified plans. Assess investment goals, risk tolerance, tax considerations, cash flow, and life events; develop and implement wealth management plans; monitor portfolios; communicate performance insights; coordinate client reports; maintain CRM records; and generate new business through consultative sales.

As an Internal Regional Consultant, you will support financial advisors, provide market insights, and develop client relationships while collaborating with senior sales partners.

Serve as primary client contact for wealth management clients, deliver exceptional service, support financial planning and onboarding, coordinate meetings and materials, drive business development and prospecting, and collaborate with advisors and internal partners to resolve client issues.

Serve as primary client contact for wealth management clients, delivering exceptional service, supporting financial planning and onboarding, coordinating meetings and prospecting, collaborating with advisors and marketing to grow wallet share, and managing client communications and escalations.

The Portfolio Strategist represents investment strategies to clients, collaborates with sales teams, and engages in portfolio discussions, requiring extensive investment knowledge.

The Financial Consultant develops client relationships and advises on wealth management needs, coordinating investment plans and monitoring portfolio performance.

The Financial Consultant collaborates with clients, develops new relationships, monitors investment portfolios, and ensures clients meet their financial goals while promoting advisory services.