SRG Senior RM - Wires and Banks
About The Position
The individual in this role will oversee assigned highly complex client relationships, ensuring satisfaction, a prompt response to client needs, efficient problem resolution, contract and operational compliance, and risk mitigation. This will include utilizing deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals as well as be responsible for relationships that are typically large and often span multiple products/services. A Senior Relationship Manager role requires 8+ years of experience and specialized knowledge in products like ETFs, SMAs, mutual funds, and alternatives.
Requirements
- Bachelor's degree or the equivalent combination of education and relevant experience
- 8+ years of total relevant work experience
- FINRA Series 6 and 63 (or equivalent)
- The ability to travel as required to meet with clients, up to 20% of the time
Nice To Haves
- CFA or CAIA designation preferred
Responsibilities
- Oversee assigned highly complex client relationships.
- Ensure client satisfaction.
- Ensure prompt response to client needs.
- Ensure efficient problem resolution.
- Ensure contract and operational compliance.
- Ensure risk mitigation.
- Utilize deep expertise to proactively identify potential growth opportunities that will help clients achieve their goals.
- Be responsible for relationships that are typically large and often span multiple products/services.
Benefits
- Full range of medical, financial, and/or other benefits
- 401(k) eligibility
- Various paid time off benefits, such as vacation, sick time, and parental leave
- Sign-on bonus
- Restricted stock units
- Discretionary awards
- Eligibility for commissions for applicable sales roles
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What This Job Offers
Job Type
Full-time
Career Level
Senior
