Remote Financial Services Relationship Manager

Job ID: Available for Members

Location: Nationwide

Compensation: To Be Discussed

Staff Reviewed: Fri, May 22, 2020

This job expires in 26 days

Job Category: Account Management, Financial

Telecommute Level: Occasionally

Travel Requirements: Field Travel Required, Some Travel

Employer Type: Employer

Career Level: Experienced

Job Summary

A financial services company has a current position open for a Remote Financial Services Relationship Manager.

Core Responsibilities Include:

  • Coordinating the rollout of products and services to key accounts
  • Understanding and documenting the corporate goals
  • Troubleshooting technical issues via phone and email

Must meet the following requirements for consideration:

  • Host strategy meetings
  • 5+ years direct client and/or financial services experience
  • Direct experience of the Banking, TAMP, RIA, Brokerage and B2B markets
  • Proven ability to successfully build and manage relationships
  • Proven ability to be successful with clients and prospects
  • Financial business analysis and/or consulting experience