Relationship Manager

Relationship Manager

Our client is a highly ranked Multi Family Office and an independent privately-owned RIA firm with over $25 billion in AUM.

They are looking for a Client Relationship Manager to:

??? Serve as the main point of contact with ultra-high net worth clients, coordinating the efforts between the Managing Director and all service areas throughout the firm.

??? Prepare and review client reports and analysis, assists in all planning and implementation for the client.

??? Assign workflow as needed to fulfill client needs.

??? Assist in client onboarding providing the highest level of service for the client.

Qualification:

??? College Degree and 5+ years of industry experience

??? CFP, CPA or a candidate for these designations

??? High level of knowledge in personal financial planning concepts with the ability to read and understand legal documents

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, one of the largest talent advisory, recruiting, and staffing organizations in the world. Our 55-year-old, global family is comprised of nearly 400 firms with 1,500 search and advisory professionals across four continents. It takes a network to build a business???. So, let's start building!

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at

To apply for this position, submit your resume by choosing one or more of the following:

• ***CLICKING "APPLY NOW" ON THIS PAGE*** (PREFERRED)

• Fax resume with cover letter to . Attention: Kim Carlson. Please refer to job reference code JMS/MultiRelationship

NO CALLS PLEASE

Relationship Manager