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JOB DESCRIPTION

Job #: 6056
Title: Lead Relationship Manager
Job Location: Pittsburgh, Pennsylvania - United States
Employment Type:
Salary: $200,000.00 - $500,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


Lead Relationship Manager - Pittsburgh, PA - 5mm-200mm+ level clientele

This role offers a solid base salary in addition to profit and performance based bonuses and an excellent benefits package. Opportunity for equity as well. The firm offers an independent, collegial environment with an excellent opportunity to make an impact.

JOB DESCRIPTION

Coordinate estate planning, tax planning, wealth transfer, philanthropic, and business succession for a select book of clientele with a focus on high touch relationship management. Partner with Lead Investment Advisor to provide best in class asset management capabilities as well. Inherit new and existing client relationships and continue to onboard new clientele through established centers of influence, seminars and/or networking events.

QUALIFICATIONS

Multi-Family Office in Pittsburgh seeks a Lead Relationship Manager to quarterback wealth advisory services for high net worth and ultra high net worth clientele (5mm-200mm+).