FINRA Licensed Relationship Manager

Location: Remote
Compensation: Salary
Reviewed: Thu, Apr 23, 2026
This job expires in: 30 days

Job Summary

A company is looking for a Mid-Corp Relationship Manager, Digital Tech & Comms - Director.

Key Responsibilities:
  • Originate, manage, and grow new client relationships while identifying future needs and risks
  • Drive innovation and structure complex multi-product solutions in collaboration with product specialists
  • Ensure compliance with regulatory requirements and manage client experiences proactively
Required Qualifications:
  • 10+ years of experience in Commercial Banking with technology client exposure
  • Active FINRA Licensing (79, 63, and SIE) or ability to obtain upon onboarding
  • Sound knowledge of banking and investment products and processes
  • Demonstrates advanced credit skills and ability to structure complex deals
  • Bachelor's degree required; Master's degree preferred

COMPLETE JOB DESCRIPTION

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