Job Title:
Senior Relationship Manager/Business Development
Job Code:
5290LT
Job Category:
Business Development/Sales
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Jul 16 2019
Expires On:
Jul 19 2019
Responsibilities:
Dynamic, highly regarded RIA seeks a Senior Relationship Manager/Business Development to serve as a point of contact for clients' estate planning advice. The ideal candidate will find and develop relationships with high net worth individuals, families, and businesses owners as well as producing proactive financial, investment, and other related planning initiatives. Reporting to the Director of Sales, the Senior Relationship Manager will ensure delivery of highest quality and timely service to the firm's clients. CPA, CFP, or JD highly desired.
Qualifications:
The Senior Relationship Manager/Business Development possesses the following qualifications:
  • Bachelor's degree
  • 5 – 10 years of relevant experience
  • Knowledge of financial, investment, private business, tax, multigenerational, and estate planning strategies
CONTACT: Lynn Tyburski: lynn@fanning-boston.com | phone: 617-728-4100 | fax: 617-728-4115


Required Years of Experience:
10
Salary Range:
To $130K + Bonus
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