Senior Relationship Manager

Senior Relationship Manager opportunity with established national wealth management firm expanding its Milwaukee office.Serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management servicesWork in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategiesBuild and utilize a personal referral network to discover and onboard prospects. Firm has established resources in place (ex. Suites at local sports teams) to assist candidate with developing a network of referral sourcesPartner with Trust and Wealth Strategists to develop and deepen client relationships by identifying wealth planning needs and effectively communicating firm's servicesThe firm has a team of Business Development Officers to help facilitate new business opportunitiesRequires 8+ years' strong relationship management background with deep technical exposure to investment managementCFA, CFP or MBA preferred