Senior Relationship Manager - Russell Tobin : Job Details

This role involves managing relationships with ultra-high net worth clients within the Investment Management division. Responsibilities include supporting Relationship Managers and Family Office Specialists, serving as a primary contact for client needs, understanding client expectations, executing client service strategies, and building trust with key client intermediaries. This role also involves facilitating communication between clients and their advisors, managing financial accounts, bill payments, and lifestyle services to provide personalized and seamless client experiences. The position requires a background in family office or wealth management, with preferred knowledge of trust and estate or personal tax concepts. Our client offers comprehensive benefits, supports professional development, and follows a hybrid working policy based in their New York City office.