Team Lead Relationship Management, RIA Enterprise
About DWS
Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join DWS, an industry-leading firm with a global presence, where you can lead ambitious opportunities, shape the future of investing, support clients and communities, and make an impact alongside some of the industry’s greatest thought leaders.
Team / Division Overview
The Americas Wealth RIA Enterprise team lead drives the promotion and growth of DWS’s active, passive, and alternative strategies with financial advisory clients across intermediary wealth channels. The role requires deep knowledge of DWS investment products and strategies, the ability to work independently with clients, lead relationship managers and cross-functional internal teams, manage projects under tight deadlines, and deliver presentations with confidence.
Responsibilities
- Drive sales, AUM retention and client relationship management with financial advisor professionals for the Americas Wealth platform
- Lead oversight over key clients in partnership with the Relationship Manager (RM) team
- Manage a team of Relationship Managers
- Maintain a high-level understanding of DWS’s wide range of investment products and global investment views
- Collaborate with ETF Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants (wholesalers), and Product Specialists to achieve sales targets across multiple product lines
- Deliver the DWS value proposition to deepen and develop ongoing business relationships with target clients
Requirements
- Excellent communication and organizational skills
- Strong investigative skills
- Ability to work in a team environment
- Bachelor’s degree required
- Series 7/63 license required
- Series 24 preferred
- CIMA, CFA or other industry designations preferred
Benefits
- Training and development to help you excel in your career
- Flexible working to assist you balance your personal priorities
- Coaching and support from experts in your team
- Access to a range of benefits including healthcare, company perks, and retirement planning
- Access to physical, emotional, and financial wellness benefits
Pay
The salary range for this position in New York is $146,000 to $255,000. Actual salaries may be based on a candidate’s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Schedule
DWS’ Hybrid Working model balances in-person collaboration in the office with remote work. The split between time spent in the office and at home varies by business group and will be discussed as part of your application and interview process.