Senior Relationship Manager - Wealth Management Firm
Company: TWM Executive Search
Location: Corona Del Mar
Posted on: April 3, 2026
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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, Poway , Senior Relationship Manager - Wealth Management Firm, Accounting, Auditing , Corona Del Mar, California
