Private Wealth Relationship Manager

The Private Wealth Relationship Manager supports the Financial Advisor team by developing and enhancing existing client relationships through specialized roles in business development, wealth planning, investment management, or business management. This role involves spending over 50% of time on relationship management activities, assisting with client meetings, and coordinating sales and service activities with portfolio managers and specialists. The position serves as a paid resource for the Financial Advisor and may be responsible for providing residential mortgage loans.