Senior Relationship Manager with FINRA Licenses

Job Summary

Responsible for originating and developing relationships with institutional investors, the full-time Senior Relationship Manager with FINRA Licenses will drive capital inflows and asset retention while working remotely.

Key responsibilities

• Lead sales efforts targeting institutional investors and convert prospects into funded mandates
• Serve as the senior relationship lead for key clients, managing engagement strategies and asset retention
• Maintain market intelligence to provide actionable feedback to investment and product teams

Required qualifications

• Bachelor's degree or equivalent combination of education and relevant experience
• 10+ years of total relevant work experience
• Series 7 and 63 FINRA licenses
• At least 5 years of experience selling products to institutional clients preferred