Wealth Management Relationship Manager

Executive Success Partners
Naples, FL
Jul 14, 2017
Jobs Outside Higher Education
Other Jobs Outside Higher Education
Institution Type
Outside Academe

Job Description

We are currently seeking high-potential candidates to help grow our client's Wealth Advisory Practice in Naples, FL and Charlotte, NC. If you possess significant wealth management business development and relationship management skills targeting high net worth and affluent clients, contact us directly. If you are passionate about this area of business and desire to join an amazing team poised for significant growth, this may be the opportunity you are seeking.

  • Have an established book of business of $30 million+ in proven lead client relationship roles with 80% in advisory based management
  • 10 years industry experience in wealth management, private banking, trust services, family office or financial planning
  • Develop and manage a book of business of client relationships across product and service offerings while complying with all regulatory requirements
  • Grow the book of business through identifying value-added products and services for clients, identifying and acquiring client assets and developing additional business through referrals
  • Manage client relationships with a goal of helping clients achieve their wealth management and wealth preservation objectives
  • Coordinate communications across teams
  • Consistently deliver a world-class client experience

  • Strong track record of success generating sales and achieving significant production and goals
  • Demonstrated sales record as a top producer
  • Ability to work effectively with high net worth individuals and clients with investable assets of $1 million or more
  • Experience with managed portfolios, brokerage accounts, portfolio reviews, and wealth planning strategies
  • Demonstrated ability to understand clients' financial situations
  • Experience in "quarter-backing" integrated service delivery with a team of third-party advisors including attorneys, CPA's and other experts
  • Strong relationship management skills
  • Team player with a positive attitude
  • Strong client network and existing book of business
  • Excellent interpersonal skills and face-to-face relationship building abilities
  • Community and civic minded
  • Self starter, self motivated
  • No ego, energetic, and a dynamic personality

  • Minimum of 10 plus years experience in relationship management, client management and sales experience providing complex financial planning to high net worth and affluent clients
  • Bachelor's degree, advanced degree preferred
  • CFP preferred
  • Licenses 66 (or 63 and 65)

Excellent variable rate payout fee structure

Naples, Florida and Charlotte, NC

Company Description
Executive Success Partners offers a suite of executive recruiting, coaching, and consulting services directed toward a client base of highly talented executives, business leaders and business owners. We are a service offering of CRG Leadership Institute LLC - a 20-year old organization dedicated to developing world-class leaders and executives and enabling them to excel and lead the way in transforming and improving their lives and the lives of others - their clients and customers ... their employees and team members ... their stakeholders and shareholders ... and their community members.

Naples, FL


Thu, 13 Jul 2017 08:32:46 PDT