Senior Relationship Manager - Wealth Management Firm

Company: TWM Executive Search
Location: Corona Del Mar
Posted on: April 3, 2026

Job Description:

Top-tier Wealth Management Firm seeks Senior Relationship Manager in Newport Beach, CA to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management services with a focus on high touch relationship management. • Work in a collaborative team environment to manage client portfolios and implement sophisticated investment and asset allocation strategies • Interface with research group to effectively communicate investment strategy to clients and interact closely with business development professionals to develop and deepen client relationships • Maintain extensive contact with clients’ and their advisors regarding tax, trust, estate, and investment matters • Requires 8 years' strong relationship management background with deep technical exposure to either investment, planning, or trust. Advanced degree preferred (CFA, MBA) • Compensation: $175,000 - $250,000. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus

Keywords: TWM Executive Search, Indio , Senior Relationship Manager - Wealth Management Firm, Accounting, Auditing , Corona Del Mar, California