Relationship Manager, Sr. Specialist - Direct Indexing


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locations

Malvern, PA

Boston, MA

Washington DC

Philadelphia, PA






time type

Full time





posted on

Posted Today





time left to apply

End Date: July 28, 2026 (21 days left to apply)





job requisition id

180024




Core Responsibilities

+ Manages complex relationships with existing clients. Supports strategy planning for a book of business. Tracks growth opportunities, contributes to business planning activities, and drives client retention and loyalty through strategic and consultative guidan...