Senior Vice President, Relationship Management

Senior Vice President, Relationship Management

About the Company

Prominent B2B network of investment firms

Industry

Financial Services

Type

Privately Held

About the Role

The Company is seeking a Senior Vice President for Relationship Management, a pivotal role that involves being the primary point of contact and strategic partner for a large RIA with a significant network of advisors. The successful candidate will be responsible for project managing a variety of initiatives and providing strategic advice to the leadership of the network firm. A key focus of the role is to lead efforts that drive profitability and growth within the organization, ultimately supporting the company's expansion. Candidates for this position should have a strong background in the wealth management industry, with experience in advisory, managerial, or supporting roles. A deep understanding of the operational and conceptual aspects of running a wealth management firm is essential. Experience in M&A and corporate development is highly valued. The role requires a proactive and dynamic individual who can effectively manage relationships and is dedicated to the success and growth of both the network firm and the company.

Travel Percent

Less than 10%

Functions

• Business Development