Job Type: Direct Hire
Location: Buckhead, GA
Onsite/Remote: Hybrid (In office for the first 4-6 months, then hybrid)
Salary: Up to $100,000
MAJOR DUTIES AND RESPONSIBILITIES:
Reporting to the Chief Operating Officer, the Wealth Relationship Manager is a key member of a growing team in one of the Southeast’s leading wealth management firms. The Relationship Manager ensures delivery of an exceptional client experience to high net worth families through timely and value-added responses to client inquiries; by executing with speed and precision money movements and account documentation; and by expertly facilitating private market investments. The Relationship Manager is a talented multi-tasker who supports up to three Personal Wealth Advisor (PWA) practices and 175 households. The successful candidate will demonstrate an exceptional aptitude for problem-solving and keen attention to detail.
SKILLS AND REQUIREMENTS
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