Serve as primary/co-relationship manager for high-net-worth clients, develop business and referral sources, coordinate trust/estate and investment specialists, create holistic wealth plans, design and manage investment portfolios, present tax/estate/portfolio analyses, ensure compliance and deliver exceptional client service.

Lead a Client Relationship Team supporting client servicing, prospecting, and sales. Partner with Private Wealth Advisors and regional leadership to drive growth, coach and develop associates, ensure compliance and risk management, improve processes, and deliver excellent client experiences.