Associate Private Client Relationship Manager

Associate Private Client Relationship Manager handling needs of high net worth clients at TD Wealth. Retaining and growing client relationships while providing excellent service and support.

Posted 6/6/2026full-timeRamsey • New Jersey • 🇺🇸 United StatesJuniorMid-Level💰 $78,520 - $117,520 per yearWebsite

About the role

Key responsibilities & impact

Serve as the central point of contact for HNW clients with lower balances
Provide excellent service and proactively contact clients
Deliver thought leadership across all capabilities at TD Wealth
Engage clients and introduce the Private Client Relationship Manager as needed
Retain and grow assigned client relationships
Maximize client satisfaction with their Banking relationships
Support day-to-day account management solutions

Requirements

What you’ll need

4-year degree or the equivalent experience
3 years related experience in a production or client support capacity
Securities Licensed: Series 7, 63 + 65 or 66
Understanding of HNW client needs and products and services available to clients within the segment
Consultative sales experience preferred
Self-motivated, able to work independently, as well as part of a team
Excellent communication skills, both verbal and written
Proficiency in Microsoft Applications (PowerPoint, Excel, Word)
Membership in civic and professional organizations required after employment

Benefits

Comp & perks

Health and well-being benefits
Savings and retirement programs
Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
Career development opportunities
Reward and recognition programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Securities LicensedSeries 7Series 63Series 65Series 66consultative sales

Soft Skills

excellent communication skillsself-motivatedteamworkclient relationship management