Wealth Relationship Manager SAFE Act

Wealth Relationship Manager role focusing on deepening relationships with affluent and High Net Worth clients through financial planning, discovery, profiling, and holistic solutions. Responsible for identifying client needs, offering a broad suite of products and tools, coordinating with product specialists, and delivering high-touch, face-to-face engagements at the client’s preferred location. Scopes include sourcing new clients, expanding wallet share, leveraging referrals, organizing client events, ensuring regulatory and compliance adherence (KYC/AML), and collaborating with branch teams to provide positive in-branch experiences. Requires leadership, coaching of new recruits, and the ability to influence decisions across projects of significant size and geography. Key skills include advanced financial acumen, strong communication, risk assessment, and proficiency with planning software (Money Guide Pro, NaviPlan or equivalently) as well as MS Office applications. Responsibilities also cover cross-segment collaboration with Lending, Financial Advisory, Small Business Partners, and other specialists to meet client goals and regulatory standards.