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Simplex Hires LLC

UHNW & Institutional Wealth Director — Equity Opportunity

city of rochester, NY

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Job description

Simplex Hires LLC is seeking a Senior Relationship Director to serve ultra-high-net-worth families, business owners, and select institutional clients in a hybrid Rochester, NY area role with some East Coast travel. You will lead client discussions, coordinate with professionals, and drive new business growth.

The ideal candidate has 5+ years in wealth management or advisory, exceptional relationship-building skills, and a track record of generating opportunities.

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