Senior Relationship Manager - Wealth Management Firm
Company: TWM Executive Search
Location: West Palm Beach
Posted on: April 3, 2026
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Job Description:
Top-tier Wealth Management Firm seeks Senior Relationship
Manager in West Palm Beach to serve as primary point of contact for
HNW/UHNW clients in providing full suite of investment and wealth
management services with a focus on business development. Manage
client portfolios and implement sophisticated investment and asset
allocation strategies Partner with Trust and Wealth Strategists to
develop and deepen client relationships by identifying wealth
planning needs and effectively communicating firm's services The
firm has a team of Business Development Officers to help facilitate
new business opportunities Maintain extensive contact with clients
and their advisors regarding tax, trust, estate, and investment
matters Requires 8 years' strong relationship management background
with deep technical exposure to either investment management and/or
financial planning; CFA or MBA preferred
Keywords: TWM Executive Search, Fort Lauderdale , Senior Relationship Manager - Wealth Management Firm, Accounting, Auditing , West Palm Beach, Florida
