Relationship Mgr 3 Pershing Job
Relationship Mgr 3 Pershing (Job Number: 1312615)
Description
Please note we are looking for candidates that are located in San Fran, Chicago or NJ.
Directs the sales, marketing and client relations efforts for regions within Pershing Advisor Solutions (PAS). Establishes sales efforts to increase business within regions; establishes client development plans to deliver practice management consulting RIA firms ; manages c lient relations effort to insure continued contribution from current c lients . Fosters and promotes strategic partnerships with c lients to ensure continuous business growth and client retention. RM's either hired or promoted into this role have demonstrated excellent, consistent performance with some of the firm's first two c lient asset tier classes or similar performance in the industry. These RM's are high performers, they require minimal guidance and support and they have been placed into roles with expanded decision making. These RM's support a number of the firm's largest RIA asset tiers and are solid point people who consult with clients to help them grow and strengthen their business . High level of industry / product expertise. Extensive leadership, management, marketing, sales and analytical skills. Excellent product and market knowledge. Knowledge of national securities market. Ability to interface with all levels of management including the strong ability to interact effectively with internal and external senior management. Strong negotiation, decision making and problem solving skills. Excellent teamwork and interpersonal skills. Demonstrated experience in the management of business critical projects. Ability to effectively prioritize and multi-task in a high-pressure environment. Excellent written , verbal and presentation communication skills. Familiarity with Microsoft Office applications and/or PC proficiency in Windows based programs.
Qualifications
Qualifications:
- BS/BA required, MBA desired.
- Has ten or more years of practice management, sales, marketing, or relationship management experience.
- Previous experience working with complex, high profile clients.
- Proven ability to cross sale additional strategies to existing client base.
- Possesses excellent communication skills and has in-depth knowledge of the company's investment disciplines and services.
- Works with considerable autonomy for managing client base.
- Series 7 63
Primary Location: Jersey City, NJ, US
Internal Jobcode: 29917
Job: Customer/Client Service
Organization:
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