Senior Relationship Manager (Wealth Management)

Location: FL-Tampa, 100 N Tampa St, United States. The proportion of on-site and remote work will be discussed during the interview. Candidates must be legally eligible to work at the specified location. Visa sponsorship is not offered.

Salary: $200,000–$250,000 per year for the Tampa, FL market, based on experience, qualifications, and position location. Additional incentive compensation may be available.

Company

A relationship-oriented bank focused on helping clients achieve sophisticated financial and investment goals.

What you will do

• Manage a high-net-worth client portfolio, supporting retention, business growth, and alignment with investment objectives.
• Acquire new clients with complex financial needs through targeted business development, networking, community involvement, and client events.
• Grow direct revenue, achieve profitability goals, control expenses, and monitor financial performance.
• Provide investment and wealth advisory services with tailored recommendations and professional relationship management.
• Build strong internal partnerships to deliver seamless, timely, and professional client service.
• Maintain operational and compliance risk controls and take corrective action when necessary.

Requirements

• Bachelor’s degree and/or advanced certification such as an MBA, CFA, CPA, CFP, or JD.
• 15+ years of experience in portfolio management, wealth management, personal tax, or financial planning.
• Comprehensive knowledge of investment products and strategies for sophisticated high-net-worth clients.
• Strong financial analysis, relationship-building, communication, negotiation, and influencing skills.
• Professional judgment and a service-oriented approach to client success.
• Thorough understanding of operational, regulatory, and compliance requirements.

Culture & Benefits

• Competitive salary, incentive pay, banking benefits, and recognition programs.
• Medical, dental, vision, health savings account, life, disability, and other insurance plans.
• Paid sick leave, parental leave, vacation, holidays, and wellbeing support.
• 401(k) and additional employee perks.
• Professional growth opportunities, including a paid Purpose Day for personal development.
• Inclusive and accessible workplace with accommodation support available.

Hiring process

• An attribute-based assessment and other skills tests may be required.
• The process may include simulations, Microsoft Office assessments, and related evaluations.