What are the responsibilities and job description for the Senior Relationship Manager position at Bearing Point Capital LLC?
Senior Relationship Manager
Are you a seasoned wealth management professional with deep expertise in legal, tax, and fiduciary planning and a passion for building long-term relationships? At Bearing Point Capital, we’re more than just an advisory firm: we combine the rigor and resources of a large institution with the tailored service and client focus of a boutique. We’re seeking a Senior Relationship Manager who can nurture existing client relationships and eventually grow their own book, ideally leveraging their network in the Twin Cities. If you bring both the technical chops and the entrepreneurial drive, this is your opportunity to make a meaningful impact in a firm that genuinely values your talent.
We deeply value the time and dedication of our employees. To support your success, we offer a competitive compensation package aligned with your experience, skills, and current compensation, along with an extensive benefits program that includes:
- Comprehensive Healthcare coverage: Medical, dental, and vision insurance provided
- Training and growth opportunities: Full on-the-job training and support, and a Great opportunity for advancement
- Robust retirement planning: 401(k) plan available with employer matching
- Financial security: Life and disability insurance for added protection
- Flexible financial options: Health savings and flexible spending accounts offered
- Well-being and work-life balance: Paid time off, flexible schedule, and remote work choices provided
Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.
To thrive, you should have:
- Advanced credentials preferred: JD, CPA, CFP, CTFA, MBT, LLM.
- Proven experience in wealth management, estate planning, or related fields.
- Strong understanding of legal, tax, and fiduciary planning.
- Excellent interpersonal and communication skills.
- Ability to manage and grow a portfolio of clients; existing book of business is highly desirable.
Your responsibilities as the Senior Relationship Manager will include:
- Serve as a primary point of contact for high-net-worth clients, ensuring exceptional service and proactive communication.
- Guide complex financial, legal, and tax matters in alignment with fiduciary standards.
- Collaborate with internal teams to deliver holistic wealth management solutions.
- Collaborate with outside advisors, including legal and tax.
- Transition and maintain existing client relationships while cultivating new opportunities.
- Stay current on regulatory changes and industry best practices.
About Us
At Bearing Point Capital, we believe in putting you at the center of everything we do. As an SEC-registered investment adviser, we deliver deeply personalized wealth management driven by integrity, expertise, and long-term perspective. Our approach is truly holistic, from custom financial planning and strategic portfolio construction to tax and estate coordination and backed by a collaborative team that prioritizes your goals. We work hand in hand with your trusted advisors, offering the full resources of a larger firm in the caring, high-touch environment of a boutique.
Ready to Elevate Your Career?
If you're excited to grow with a forward-thinking firm and impact clients’ financial journeys, we'd love to hear from you! Apply today to become our next Senior Relationship Manager and make a difference.
We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. We will consider qualified applicants with criminal histories for employment.