Senior Relationship Manager

Job Summary

A company is looking for a Senior Relationship Manager, Advisory and Investment Consulting.

Key Responsibilities

• Build and maintain relationships with financial professionals to drive investment and advisory revenue growth
• Organize and coordinate team efforts, including training and performance tracking
• Support financial professionals in growing their practices and increasing the adoption of financial planning services

Required Qualifications

• Bachelor's degree
• 4+ years of investment advisory experience
• FINRA Licenses Series 7, 24, and 66 required
• Experience in managed accounts, mutual funds, and brokerage
• Financial planning experience