Senior Relationship Manager, RIA Enterprise

Deutsche BankSan Francisco, CA
$125,000Remote

About The Position

As a Senior Relationship Manager for RIA Enterprise, you will be responsible for developing and maintaining business relationships with financial advisor professionals in the sales territory. You will need to maintain a high-level understanding of DWS’s wide range of investment products and global investment views, and distribute active, passive, and alternative solutions to DWS’s most important clients. You will manage and leverage relationships to gain access and referrals within each target team as identified by the seeker and DWS business intelligence. You will work with all of the resources of DWS including Exchange Traded Fund (ETF) Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants [wholesalers], and Product Specialists to achieve sales targets across multiple product lines. You will deliver the DWS value proposition as a way to deepen and develop ongoing business relationships with target clients.

Requirements

  • Excellent communication & organizational skills
  • Strong investigative skills
  • Ability to work in a team environment
  • Bachelor’s Degree Required
  • Series 7/63

Nice To Haves

  • CIMA, CFA or other industry designations preferred

Responsibilities

  • Develop and maintain business relationships with financial advisor professionals in the sales territory
  • Maintain a high-level understanding of DWS’s wide range of investment products and global investment views
  • Distribute active, passive, and alternative solutions to DWS’s most important clients
  • Manage and leverage relationships to gain access and referrals within each target team as identified by the seeker and DWS business intelligence
  • Work with all of the resources of DWS including Exchange Traded Fund (ETF) Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants [wholesalers], and Product Specialists to achieve sales targets across multiple product lines
  • Deliver the DWS value proposition as a way to deepen and develop ongoing business relationships with target clients

Benefits

  • Training and development to help you excel in your career
  • Flexible working to assist you balance your personal priorities
  • Coaching and support from experts in your team
  • Access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle.
  • Healthcare
  • Company perks
  • Retirement plan
  • Physical wellness benefits
  • Emotional wellness benefits
  • Financial wellness benefits
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