Senior Relationship Director
Job Summary
To support a growing independent investment advisory firm, the hybrid Senior Relationship Director will manage relationships with ultra-high-net-worth families and institutional clients, focusing on business development, client advisory, and investment knowledge while requiring one trip per month to Rochester, NY.
Key responsibilities
- Develop new business opportunities and cultivate relationships with referral partners and prospects
- Serve as the primary client advisor, coordinating with internal teams and external professionals on investment and wealth management strategies
- Participate in professional development to enhance expertise in institutional investing and maintain a strong understanding of the firm's investment philosophy
Required qualifications
- 5+ years of experience in wealth management, investment advisory, or a related field
- Experience working with UHNW families, business owners, or institutional investors
- Strong investment knowledge and ability to discuss complex portfolio topics
- Proven relationship-management and business-development skills
- Relevant credentials such as CFA, CFP, CAIA, or MBA are valued
Complete Job Description
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