Vice President, Client Relationship Manager

Job Summary

Supporting a Senior Wealth Manager, the remote Vice President, Client Relationship Manager will provide exceptional wealth management services, cultivate client relationships, and prepare client meeting materials while ensuring compliance with investment strategies.

Key responsibilities

• Serve as the primary contact for clients, anticipating needs and resolving inquiries
• Prepare financial analyses and presentation materials for client meetings
• Coordinate investment deployments and manage client cash requirements

Required qualifications

• Bachelor's degree
• 2+ years of experience in the wealth management industry or related field
• 2+ years of experience in a client-facing role
• CFP certification