VP, Relationship Manager – WM

ComplyRight, Inc.

VP, Relationship Manager responsible for growing and servicing a portfolio in Wealth Management. Deliver consultative client experiences and originate new business through referrals and prospecting.

Posted 4/15/2026full-timeMiami • Florida • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Originate new business through disciplined prospecting, referrals, and relationship reviews
Manage an assigned portfolio of relationships, including loans and deposit accounts, and provide proactive, holistic support for clients’ financial needs across the relationship
Deliver timely, accurate, and solution-oriented service across phone, email, digital, and in-person channels
Coordinate loan origination and closing activities, partnering with internal teams from documentation through funding
Monitor and resolve account exceptions and past-due activity in accordance with Bank procedures and escalation standards
Complete and maintain BSA/KYC documentation (including CDD/EDD, as applicable) and perform periodic client profile reviews
Provide management with regular updates on portfolio performance, pipeline activity, client matters, and risk items
Travel within your designated market to meet prospective clients and support business development activities
Participate in bank initiatives

Requirements

What you’ll need

Bachelor’s Degree or equivalent in Business Administration, Accounting or Finance
5+ years of banking related experience in product sales and servicing customers in international/wealth management branch operations
Knowledge of Bank Secrecy Act/AML requirements
Knowledge of internal bank operations (new accounts, wire transfers, debits/credits) and banking and/or investment products to cross-sell
Soft Skills: Excellent organizational, interpersonal, time management, written and verbal communication (English and Spanish) skills
Proficiency with Microsoft 365 and related productivity tools (e.g., Excel, Word, Outlook)
Preferable work experience in international/private banking branch environment
Knowledge of the completion of KYC
Must be able to travel to meet prospective clients within a designated market to support deposit growth and loan production goals

Benefits

Comp & perks

Professional development
Community/relationship-building activities
Required training

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

banking operationsproduct salescustomer servicingKYCCDDEDDAMLloan originationportfolio managementrisk management

Soft Skills

organizational skillsinterpersonal skillstime managementwritten communicationverbal communicationbilingual (English and Spanish)

Certifications

Bachelor’s Degree in Business AdministrationBachelor’s Degree in AccountingBachelor’s Degree in Finance