Your Opportunity
Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales person like you! Our heritage of serving advisors by bringing them the "best of Schwab," our specialized expertise and our continued investment in their business is unparalleled.
Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced, dedicated people to our advisor clients to help them profitably grow, compete and succeed in their business efforts.
We are looking for motivated individuals to handle complex client relationships with our top-tier advisors as you actively pursue opportunities to improve their level of profitability.
As a Relationship Manager, you will effectively coordinate with Service, Marketing and other sales representatives as you anticipate client issues and problems and proactively take vital steps to prevent such problems from occurring.
You will be responsible for managing and growing the existing relationship with your clients and influencing positive change in their operations, as well as presenting policy changes to them.
In addition, you will run and organize sales situations with the client, as well as negotiate long term pricing in exchange for increased assets.
What you have
- Bachelor's degree or equivalent work related experience preferred
- Active and valid FINRA Series 7 license required
- Active and valid FINRA Series 63 license required
- Minimum of 5 years of financial services industry and RIA relationship management experience.
- Our ideal candidate will be an entrepreneurial self-starter; and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under their own initiative.
- We are looking for someone with superior communication, presentation, interpersonal and listening skills.
- In-depth knowledge of Advisor Services products and services preferred, or demonstrated transferable brokerage industry knowledge and / or the ability to learn the products and services with a limited learning curve.
- Demonstrated proficiency with the AS Sales Operating system or transferable experience a plus.
- Must have demonstrated ability to negotiate, cold call, trouble shoot, relate to people of all levels, and can think on his / her on their feet.
- Demonstrated expertise in all aspects of the RIA industry including technology, operations, practice management, compliance, competition, and fee structures.
Commercial Banking Relationship Manager - Denver, CO
We are passionate about our business, and we are passionate about success. At Vectra, we actively listen to our employees and our customers, initiate contact, provide solutions, and proactively focus on building relationships - not increasing transactions. Commercial Banking Relationship Manager. Ma...
Care Pro Relationship Manager
A company is looking for a Care Pro Relationship Manager to develop and execute staffing strategies for clients and Care Professionals. ...
Relationship Manager IV - Healthcare
We are hiring a Commercial Relationship Manager for our Healthcare division. If you have relationship management and credit experience serving senior housing, hospitals/health systems, physician practices and medical ancillary services, we would like to talk to you. Commercial Relationship Manager I...
Vendor Relationship Manager
A company is looking for a Vendor Relationship Manager to oversee vendor integration and enhance program outcomes. ...
Pharmacy Relationship Manager
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. We are now seeking Pharmacy Relationship Managers in your area!. What does a Pharmacy Relationship Manager do?. We are currently hiring Pharmacy Relationship Manag...
Manager, Vendor Relationship, NA
As we continue to expand, the Vendor Relationship Manager will partner with our Regional and local Directors and Managers to assist with ways that can improve the overall operations, reliability, profitability, and customer experience. Developing and operating across North America, EMEA and Asia Pac...
Pharmacy Relationship Manager
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. Whether you are Retired looking for extra earnings, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing ...
Auto Finance Commercial Relationship Manager
The Auto Finance Commercial Relationship Manager services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles. Candidate will de...
Sr Premier Relationship Manager Licensed
A BMO Senior Premier Relationship Manager is charged with managing and growingan assigned portfolio of mass affluent clients. Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports you...
Manager, Vendor Relationship, NA
As we continue to expand, the Vendor Relationship Manager will partner with our Regional and local Directors and Managers to assist with ways that can improve the overall operations, reliability, profitability, and customer experience. Developing and operating across North America, EMEA and Asia Pac...