Senior Relationship Manager

Full Job Description

• Balentine is seeking a Senior Relationship Manager (RM) within our Multi-Family Office team to play a pivotal role in managing and expanding relationships with our ultra-high-net-worth (UHNW) clients.
• The Senior RM will provide comprehensive wealth management services, ranging from investment strategy, estate planning, and tax optimization to philanthropy and family governance.
• More than just a financial advisor, the Relationship Manager is a trusted partner, offering strategic insight into both the family business and the family itself.
• The successful candidate will have a deep understanding of family office services and a proactive approach to client needs, ensuring seamless coordination and delivery of our holistic wealth management services.
• This candidate’s experience will enable them to guide clients through complex financial decisions, address multigenerational needs, and preserve family legacies.

You Might Be The Right Fit If You:

• Thrive in an environment that prioritizes trust, collaboration, and intentional culture,
  want the chance to guide clients through complex wealth decisions and help them define and fulfill their legacy,
  love being around entrepreneurs and are fascinated by their unique needs and challenges, and
  have the experience and moxie to provide entrepreneurs with strategic guidance.

Responsibilities:

• We expect this person to, with training, perform the following responsibilities:
• Client Relationship Management: Serve as the primary contact for UHNW clients, building deep and enduring relationships with family members across generations.
• Wealth Management Expertise: Provide personalized financial advice and services, including investment management, estate planning, tax strategies, and philanthropy, tailored to the unique needs of UHNW individuals and families.
• Family Governance: Assist clients with the complexities of family governance, supporting the development of effective decision-making structures, succession planning, and education for next-generation family members.
• Cross-disciplinary Collaboration: Work closely with internal specialists and external advisors (attorneys, accountants, etc.) to deliver comprehensive financial solutions.
• Client Service Excellence: Ensure the highest levels of client satisfaction by offering proactive, responsive, and anticipatory service, regularly reviewing and enhancing financial plans in alignment with clients’ evolving needs.
• Growth & Business Development: Contribute to Balentine’s growth by identifying opportunities to deepen existing relationships and attract new UHNW clients through networking, referrals, and industry thought leadership.

Qualifications:

• A minimum of 10 years of experience in wealth management, financial advisory, or a related field, specifically serving ultra-high-net-worth clients with complex needs.
• Bachelor’s degree
• Professional designations such as CFA, CFP, CPA, JD, or equivalent credentials are strongly preferred.
• Demonstrated expertise in comprehensive wealth management, including investment strategies, tax optimization, estate planning, and philanthropy.
• Strong understanding of multigenerational wealth management, family governance, and succession planning.
• Exceptional communication and relationship management skills, with a proven track record of delivering personalized client service.
• Experience in collaborating with multi-disciplinary teams to achieve client goals.

Pay: $143K – $181K a year