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Who We Are
David Vaughan Investments, LLC (DVI) is proud of its Associates. We are an exceptional team of investment professionals who are bright, creative, hardworking, and have a passion for what we do. Every day we focus on serving our valued clients’ best interests, and it is all accomplished within a team-based approach where mutual respect and integrity serve at its core.
Who We Want
DVI is currently looking for an experienced Senior Relationship Manger (SRM) to join the team and provide immediate positive service to our clients. The SRM must build trust with clients and effectively manage relationships with our Portfolio Managers and Strategic Advisors to deliver a complete wealth management solution that serves the client’s needs, goals, and objectives. The SRM will have supervisory responsibilities overseeing both Relationship Manager(s) (RM) and Assistant Relationship Manager(s) (ARM).
Qualifications
What to Expect
Full Time
$112k-150k (estimate)
06/28/2024
07/16/2024
The following is the career advancement route for Senior Relationship Manager positions, which can be used as a reference in future career path planning. As a Senior Relationship Manager, it can be promoted into senior positions as a SB Financial Services Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Relationship Manager. You can explore the career advancement for a Senior Relationship Manager below and select your interested title to get hiring information.