SVP, Relationship Management (Wealth)

Want to learn more about this role and Jobot? Click our Jobot logo and follow
our LinkedIn page!


Job details:
Relationship Manager - 100B AUM Wealth Tech Company in RIA industry - Buckhead

This Jobot Job is hosted by: Katrina McFillin
Are you a fit? Easy Apply now by clicking the "Easy Apply" button
and sending us your resume.
Salary: $150,000 - $200,000 per year


A bit about us:

We specialize in supporting independent RIAs by providing technology & CRM, investment platform, practice management, M&A and capital strategies.


Why join us?

We are a growing firm founded 15 years ago and already surpassing 100 Billion in AUM. We are looking for folks who believe in our mission and drive to put our clients first and give independence back to advisors.

comprehensive health, dental, and vision insurance
401(k) with company match
unlimited PTO
20%-25% bonus


Job Details

This position is one of the most important roles at our firm. You are the head of the relationship with our network firm, a large RIA in the Atlanta with over 130 advisors. You will project manage all the various projects and act as a strategic advisor to the leadership of the network firm. You will lead the effort to drive profitability and growth within this organization, which in turn will support our growth.

You bring experience within the wealth management world. Whether it be an advisor, manager or supporting role. You have a deep knowledge of concepts and operational relationships that are part of running a wealth management firm. Any experience with M&A and Corporate Development is a big plus.

Interested in hearing more? Easy Apply now by clicking the "Easy Apply" button.


Want to learn more about this role
and Jobot?
Click our Jobot logo and follow our LinkedIn page!\n