State Licensed Relationship Manager

Job Summary

A company is looking for a Relationship/Product Manager.

Key Responsibilities

• Support relationships with sponsor partners, including business planning
• Assist in preparing and participating in meetings with strategic partners to drive joint initiatives
• Identify opportunities to increase investment sales and maintain current product resources

Required Qualifications

• 3+ years of experience in Relationship Management with investment securities or financial services products
• Series 7 and Series 66 (or Series 63 and 65) required
• Series 24 required or must be obtained within 6 months of employment
• Knowledge of alternative investments, mutual funds, and investment advisory products preferred
• Proficiency in Microsoft Office, particularly Word, Excel, and PowerPoint