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Job Order:
DM0265-010-711

Job Type:
Permanent

Title:
Relationship Manager

Location:
Texas

Description:
Title: Relationship Manager - DM0265-010-711
Location: TX
Compensation: Commensurate with experience

Company Summary:
The company is a asset management platform that provides comprehensive wealth management solutions to independent financial advisors. Along with a complete lineup of individual investment managers, the platform leverages several unique institutional portfolio strategists to deliver an array of high caliber managed portfolios.

Responsibilities:
Primary point of contact with the advisors who use the platform
Present platform and its advantages to existing and prospective client
Consult with advisors regarding investment products/platform integration/new account implementation
Actively seek referrals for new relationships with independent B/D’s and RIA
Manage firm communication to advisor base and enterprise relationships
Develop marketing content/design/presentations/web content
Work closely with manager/strategist to effectively develop marketing campaigns and product positioning
Provide timely/accurate updates on the performance of managed portfolios offered to financial advisors
Create custom proposals and research for existing and prospective clients

Requirements:
5+ year’s investment industry experience in a business development capacity
Must be well versed in investments, economic theory and financial planning
Experience presenting investment concepts to financial advisors in both small and large group settings
Excellent organization and analytical skills
A Bachelor’s Degree or equivalent required
Series 7 and 65 or 66 required


Category:


Contact:
tony@bcius.com