Associate Relationship Manager

Job Responsibilities

• Manage territory with external Investment Consultants to attain both sales and revenue goals.
• Conduct consultative, relationship-building sales calls by phone with financial advisors.
• Develop and execute sales plan strategies with members of both external & internal sales teams.
• Articulate investment solution strategies and discuss financial markets (domestic and international).
• Identify sales opportunities and advisor needs, advance relationships and introduce new concepts.
• Analyze regional/product sales trends within partner firms and among individual financial advisors.
• Work with various departments/individuals within the organization to provide exceptional service to our financial advisors.
• Handle daily territory management tasks to ensure maximum business efficiency, e.g. update and maintain CRM, provide supplemental scheduling.
• Ensure compliance with industry and legal regulations and best practices, and adherence to company processes and procedures.

Requirements

• Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies and other investment vehicles.
• Ability to view business on a macro and micro level.
• Motivated to achieve success.
• Strong work ethic, high integrity and strong values.
• Solid communication and interpersonal skills.
• Strong consultative sales skills – probing, listening and closing.
• Exceptional verbal and writing skills.
• Ability to learn and adapt to new technologies.
• Experience in financial services industry preferred.
• Series 7 preferred.
• Bachelor’s: Finance.

Qualifications

College degree preferred.

Skills

Thorough understanding of the financial/capital markets, mutual funds, ETFs, group and individual retirement plan products, separately managed accounts, hedge strategies and other investment vehicles.

Benefits

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

Pay

To be determined based on experience and qualifications.

Schedule

Flexible schedule to accommodate the needs of the external sales team.