Team Lead Relationship Management, RIA Enterprise

Deutsche Bank • Chicago, NY

1d • Hybrid

About The Position

The Americas Wealth RIA Enterprise team lead drives the promotion and growth of DWS’s active, passive, and alternative strategies with financial advisory clients across intermediary wealth channels. The role requires deep knowledge of DWS investment products and strategies, the ability to work independently with clients, lead relationship managers and cross-functional internal teams, manage projects under tight deadlines, and deliver presentations with confidence.

Requirements

• Excellent communication & organizational skills
• Strong investigative skills
• Ability to work in a team environment
• Bachelor’s Degree Required
• Series 7/63
• Series 24 preferred
• CIMA, CFA or other industry designations preferred

Nice To Haves

• Series 24
• CIMA, CFA or other industry designations

Responsibilities

• Driving sales, AUM retention and client relationship management with financial advisor professionals for the Americas Wealth platform
• Lead oversight over key clients in partnership with RMs (Relationship Manager) team
• Manage a team of RMs (Relationship Managers)
• Maintain a high-level understanding of DWS’s wide range of investment products and global investment views
• Work with all 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

• Healthcare
• Company perks
• Retirement plan
• Physical wellness benefits
• Emotional wellness benefits
• Financial wellness benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Manager