Provides relationship management and analytical support for wealth management clients and prospects. Responsibilities include explaining investment principles to financial advisors, educating clients on portfolio solutions, preparing portfolio analyses, supporting client service inquiries, maintaining CRM records, developing marketing materials and reports, and partnering with senior relationship managers to grow existing relationships and new business.

Supports relationship management and business development for wealth management clients. The role partners with senior relationship managers, educates financial advisors on investment principles and portfolio solutions, develops presentations, addresses practice management needs, facilitates client requests, and builds strong advisor relationships. It requires financial services experience, analytical and communication skills, and proficiency with Excel and Access.