Team Lead Relationship Management, RIA Enterprise
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. Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. This is your chance to invest in your future.
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
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
- 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.
- Physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
