Senior Relationship Manager
Ladders · United States · 2 mo ago
RemoteRemoteBusiness Development$127k–$196k/yrFull-time
Responsibilities
- Serve as the primary contact for strategic client accounts
- Prepare and present Visual Analytics dashboards and investment reports
- Provide mentorship and guidance to junior Relationship Managers
- Lead plan reviews and offer strategic recommendations
- Perform additional duties as required
Qualifications
- Bachelor's degree required; MBA preferred
- 5-8 years of experience in financial services
- FINRA Series 7 and 63 or 65 preferred
- Expert knowledge of financial products and analytics tools
- Strong stakeholder management and influence capabilities
- Ability to navigate complex client dynamics
- Proven mentorship abilities
Benefits
- Competitive Total Rewards package including base pay and incentive programs
- Flexible and hybrid work schedules for work-life balance
- Tuition reimbursement for continued education
- Professional and career development opportunities
- Comprehensive wellness programs for physical, mental, and emotional health
- Volunteerism initiatives for community engagement
Pay
- $126,560 – $196,170 annually
Schedule
- Remote - US based candidates only, no visa sponsorship available
Company Information
Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.