Private Client Relationship Manager Sarasota, FL

Sarasota, FL - USA

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

Senior Private Client Relationship Manager Sarasota FL

FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a Senior Private Client Relationship Manager. This is a high-impact client-facing advisory role focused on long-term wealth stewardship and full balance-sheet counsel not transactional selling. The right candidate will serve as the relationship quarterback for high-net-worth families coordinating integrated banking lending and wealth solutions.

Why this opportunity

Culture: Relationship-first discretion-driven intellectually rigorous environment centered on long-term client outcomes

Workplace: On-site in Sarasota FL

Function: Lead multi-generational HNW relationships by integrating deposits credit and investment/trust strategies with internal specialists

Requirements:

8 years of experience in private banking / private client advisory / wealth management (senior turnkey profile preferred)
Bachelors degree required
Active FINRA Series 7 and Series 65/66
Life Health & Variable licenses; NMLS registration
Strong preference for CFP
Demonstrated experience advising HNW/UHNW households ($5MM$50MM net worth)
Ability to independently discuss (at a high level) estate planning concepts market/economic conditions asset allocation and credit strategy then coordinate execution with internal partners

Description:

Serve as the primary advisor for a portfolio of complex HNW families; deliver full balance-sheet advice across deposits lending and wealth solutions
Coordinate internal partners across investments trust/estate mortgage and credit to deliver integrated recommendations (you are the cornerstone of the relationship)
Maintain and grow a strong COI network (attorneys CPAs family offices) to drive high-quality introductions
Advise clients through liquidity events estate transfers and life transitions with tailored planning and credit strategies
Success is measured across three core buckets:
Important: this is not a trading/execution seat; the role requires licensing and consultative acumen while partnering with advisory/trust specialists for implementation

Senior Private Client Relationship Manager Sarasota FL FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a Senior Private Client Relationship Manager. This is a high-impact client-facing advisory role focused on long-term wealth stewardship and full bal...

Senior Private Client Relationship Manager Sarasota FL

Why this opportunity

Culture: Relationship-first discretion-driven intellectually rigorous environment centered on long-term client outcomes

Workplace: On-site in Sarasota FL

Function: Lead multi-generational HNW relationships by integrating deposits credit and investment/trust strategies with internal specialists

Requirements:

8 years of experience in private banking / private client advisory / wealth management (senior turnkey profile preferred)
Bachelors degree required
Active FINRA Series 7 and Series 65/66
Life Health & Variable licenses; NMLS registration
Strong preference for CFP
Demonstrated experience advising HNW/UHNW households ($5MM$50MM net worth)
Ability to independently discuss (at a high level) estate planning concepts market/economic conditions asset allocation and credit strategy then coordinate execution with internal partners

Description:

Serve as the primary advisor for a portfolio of complex HNW families; deliver full balance-sheet advice across deposits lending and wealth solutions
Coordinate internal partners across investments trust/estate mortgage and credit to deliver integrated recommendations (you are the cornerstone of the relationship)
Maintain and grow a strong COI network (attorneys CPAs family offices) to drive high-quality introductions
Advise clients through liquidity events estate transfers and life transitions with tailored planning and credit strategies
Success is measured across three core buckets:
Important: this is not a trading/execution seat; the role requires licensing and consultative acumen while partnering with advisory/trust specialists for implementation