Senior Director - Relationship Manager
A leading investment consultant is looking for a private wealth (HNW and family office) relationship manager. This position can sit in BOS or NYC.
Responsibilities:
- Drive growth by expanding existing private client relationships and originating new business through the firm's network and qualified leads.
- Lead client pitches, negotiations, and onboarding, partnering closely with investment and business development teams.
- Serve as the primary relationship manager for assigned private clients, ensuring high engagement, satisfaction, and retention.
- Collaborate with investment teams to deliver tailored investment solutions and execute client engagement strategies.
- Gather and synthesize client feedback to enhance service quality and deepen relationships.
- Mentor junior team members and contribute to a collaborative, high‑performance culture.
- Track business development activity, client interactions, and performance metrics within CRM and report to senior leadership.
Qualifications
- Bachelor's degree required; advanced degree preferred.
- Series 3 required; CFA or CAIA a plus.
- 10-15 years of experience in private client relationship management, investment consulting, or wealth management.
- Proven success winning and retaining high‑net‑worth clients.
- Strong investment knowledge, communication skills, and ability to work collaboratively.
- Willingness to travel as needed; CRM experience preferred.
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