8 yrs required
Baytown, TX, United States
Relationship Manager (SAFE) 4
The candidate will deliver consultative and integrated solutions for investment, planning and family dynamics, fiduciary and administrative services, and banking to ultra-high net worth (UHNW) families, including their family offices and foundations. Will meet with clients and prospects regarding their values, needs and goals, personal as well as financial, and prepare and deliver solution presentations. Provide ongoing relationship management and is responsible for execution of all client solutions in a team environment. Responsible for generating new client relationships and expanding revenue for the office, either through internal or external sources. Must have experience leading large client teams and working across business lines to deliver seamless client experiences. Must have core skill and articulate delivery of services within area of specialty (i.e., Investments, Planning, Fiduciary, Banking, etc.). Must have excellent teaming skills, communication skills and may have may have some supervisory responsibilities. Must have depth of expertise, size of book of revenue, complexity of clients, and demonstrated leadership within the business are very high for this position. Must have 8+ years of experience with High Net Worth(HNWA) clients and their advisors on complex management strategies. A Juris Doctorate (JD) or a Master of Business Administration (MBA) is preferred. CTFA-Certified Trust And Financial Advisor, CERTIFIED FINANCIAL PLANNER (tm), or CFA-Chartered Financial Analyst Designation is desired. Previous experience working with UHNW clients is preferred. 10+ years’ working in investment/securities industry is desired. Experience authoring internal and client-facing materials describing quantitative investment management is preferred. CPA, MBA, CIMA designation is preferred. Proven track record of business development is preferred. Experience booking new business of at least $50M and managing clients with assets of $100M or more is desired. Working knowledge of alternative investments, including hedge, real estate, private equity, private debt, structured products and commodities is preferred. Prior working knowledge of banking and related services such as treasury management, credit services, foreign exchange and money transfer is desired. Proven experience in estate planning, tax, advanced wealth transfer techniques is preferred. Prior Management Experience is desired.
Job ID 5441090
90 South Seventh Street Suite 5100
United States 55402
Website : https://www.abbotdowning.com
Serving your best interests is at the heart of everything we do. Through our team-based approach, we leverage the knowledge of leaders from five integrated disciplines to address the financial, social, and personal dimensions of your wealth. We listen and then develop custom solutions tailored to each individual, family, and institution we serve.