Lead Account Management Team at renowned SaaS company providing cloud - based POS solutions. Drive retention, growth, and process optimization for improved client relationships in Germany.
About the role
- Relationship Manager driving investment and advisory sales growth at Equitable Advisors. Building relationships and providing support for Financial Professionals in their assigned territory.
Responsibilities
- Build relationships with the Equitable Advisors field force
- Support complex leadership and their FPs in building and growing their practices
- Focus on defined segments to increase new assets in the territory
- Support growth of advisory business and increasing the adoption of Unified Managed Accounts
- Provide “go-to” support for our complexes and FPs
Requirements
- Bachelor’s degree
- 2+ years of investment advisory experience
- FINRA Licenses Series 7 and 66 required
- Demonstrated relationship management, sales, customer service, and presentation skills
- Managed account, mutual fund, and brokerage experience
- Financial planning experience
Benefits
- medical, dental, vision
- 401(k) plan
- paid time off
Job title
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