As a Relationship Manager in Wealth Management, you will build and maintain long term client relationships. Responsible for providing investment solutions and ensuring compliance with regulatory requirements.
About the role
- Private Wealth Advisor at FNBO, serving ultra-affluent clients with complex wealth management needs. Collaborating with teams to drive new client acquisition and deliver personalized financial solutions.
Responsibilities
- Serve ultra-affluent clients and prospects
- Advise, guide and deliver long-term planning and investment advice
- Collaborate with Trust, Planning and Investment teams
- Provide personalized education, advice, guidance and solutions
- Drive new client acquisition through targeted prospecting
- Maintain a robust pipeline of qualified leads
- Exhibit professional behavior and promote positive working relationships
Requirements
- Bachelor’s degree required, MBA helpful
- 10+ years of experience in the Wealth Management industry
- Specialized depth and/or breadth of expertise in Wealth Management discipline or field
- Significant experience in Investment Management, Trust, Estate Planning or Business Succession Planning
- Previous successful business development activities and effective relationship management experience
- Ability to provide Investment advice and guidance to customers with highly complex relationships
- Ability to work collaboratively within a team environment
- Strong knowledge of the Finance industry and the economy
- Ability to communicate confidently with ultra-affluent customers
- Flexibility of schedule to accommodate client meetings outside normal hours
- State Life, Accident & Health and Variable Contract insurance licenses
Benefits
- Medical, Dental, Vision Insurance
- 401k, With Matching Contributions
- Time Off Programs
- Health Savings Account (HSA)/Dependent Care
- Employee Banking
- Growth Opportunities
- Tuition Assistance
- Short-Term/Long-Term Disability Insurance
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
CNA Instructor overseeing the educational delivery and evaluation of student learning in the CNA program. Facilitating instruction and maintaining compliance with Michigan standards.
Associate Director leading Organizational Change Management initiatives to drive Digital Transformation at Pratt & Whitney. Providing strategic guidance and executing tailored change frameworks for complex business processes.
Director, Underwater Systems leading technical authority on underwater propulsion systems at Royal Caribbean. Overseeing maintenance, optimization, and compliance of underwater systems across the fleet.
Food Service Worker assisting with food preparation and maintaining kitchen safety standards in the William Penn School District. Ensuring cleanliness and organization in the kitchen environment.
Food Service Director managing dining solutions and dining operations for Aramark. Leading teams and ensuring client satisfaction in food service delivery.
Director of Facilities overseeing 24/7 operations for Aramark at a 3,000 - person residential community. Leading a team, ensuring client satisfaction, and meeting financial targets.
Texas/Louisiana Gulf Coast Regional Director for Fuels & Natural Resources at Black & Veatch. Fostering client relationships and managing service project portfolios with significant travel requirements.
Sr. Azure Active Directory Engineer I delivering enterprise ICAM solutions supporting a security - sensitive mission within federal government. Integrating identity services into operational environments through Agile methodologies.
Philanthropy Officer managing donor relationships and fundraising strategies for Nemours’ Institutional Advancement Team. Supporting mid - level donor relationships and increasing fundraising capacity in central Florida.