Senior Relationship Manager, Maryland Licensed

Job Summary

A company is looking for a Senior Relationship Manager for the Southeast Territory.

Key Responsibilities

• Lead sales efforts targeting institutional investors and originate new client relationships
• Serve as the senior relationship lead for key institutional clients, managing engagement strategies and asset retention
• Maintain market intelligence and provide actionable feedback to inform product development

Required Qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 10+ years of total relevant work experience
• Series 7 and 63 licenses
• Preferred: At least 5 years of experience selling products to institutional clients
• FINRA licenses are required and will be supported for this role