Vice President, Client Relationship Management Greater New York City, NY Area

The Company is in search of a Vice President for Client Relationship Management. The successful candidate will be part of a dedicated client relationship team, ensuring that clients receive a world-class experience. This role involves actively managing and overseeing clients' investment and financial plans, preparing client meeting presentations, and effectively communicating sophisticated wealth management topics. The VP will also participate in client meetings, serve as a first point of contact for some clients, and support new business development activities. The ideal candidate is a self-starter with a strong work ethic, excellent communication skills, and the ability to think creatively and strategically about client needs. Applicants for the Vice President position at the company should have a minimum of a Bachelor’s degree, with a CFP or CFA designation highly preferred, and 5-7+ years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment. The role requires fluency in planning and/or investment topics, proficiency in Microsoft Office applications, and a high level of organizational, prioritization, and time management skills. The candidate must be analytical, detail-oriented, and capable of problem-solving effectively. A high energy level, self-motivation, and the ability to thrive in an entrepreneurial environment are essential, as is a willingness to travel for client meetings.

Hiring Company

Focus Financial Partners