Relationship Manager

Relationship Manager

Position: Relationship & Business Development Manager

Department: Cleveland Private Trust Company

Reports To: Chief Executive Officer

Employment Status: Full-Time, Exempt

Office Location: Cleveland, OH

Overview

Are you an experienced, relationship-driven financial professional with a track record of success? We are looking for someone to join our team at Cleveland Private Trust Company and help us build something special in Northeast Ohio.

We are a boutique firm that offers a personalized, collaborative approach to multi-generational wealth management. We are backed by the strength of Emigrant Bank, one of the largest privately owned private banks in the country. Our culture is entrepreneurial--your voice matters, your ideas are welcomed, and your impact is real.

If you are passionate about working with high-net-worth individuals, families, and business owners and you have a track record of business development, we want to hear from you.

Key Responsibilities

Business Development

• Identify, prospect, and acquire new high-net-worth clients.
• Develop and nurture strategic referral sources, including financial advisors, attorneys, and CPAs, in the Northeast Ohio region.
• Create and execute a targeted business development strategy to achieve strategic growth targets.
• Act as brand ambassador to expand our visibility and footprint.

Relationship Management

• Deepen relationships with clients and professional partners.
• Act as a trusted advisor, ensuring a high level of client satisfaction and serving as the primary point of contact.
• Proactively identify opportunities to introduce additional services to clients, aligning our offerings with their evolving needs.

The Right Candidate Will

• Bring 10+ years of experience in wealth management and business development.
• Have a deep understanding of relationship management and client engagement.
• Possess a strong network within the Northeast Ohio business community.
• Have the drive and presence to grow client relationships and expand assets under management.
• Have an entrepreneurial spirit.
• Be excited about building somethingnot just filling a seat.

The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Bank and its subsidiaries and/or affiliates. Emigrant Bank and its subsidiaries and/or affiliates retains and reserves any and all rights to change, modify, amend, add to or delete from any section of this document as it deems, in its judgment, to be proper.