Relationship Management Analyst, US Wealth

DWS Group; Chicago (IL); Hybrid; USD 50,000 - 61,000; Full time

Benefits offered by this job

Hybrid working model

Job summary

DWS Group in Chicago, Illinois is hiring a Relationship Management Analyst for US Wealth to proactively engage financial advisors and grow client relationships.

The role requires a bachelor’s degree and knowledge of capital markets; Morningstar Advisor Workstation and Salesforce.com are a plus. DWS offers a hybrid work model and a diverse, inclusive culture.

Qualifications

• Knowledge of investment trends and advisor practices.
• Bachelor's degree required.
• Familiarity with Morningstar Advisor Workstation and Salesforce.com a plus.
• Ability to work in a team environment and communicate clearly.

Responsibilities

• Partner with field wholesalers to develop and maintain relationships with financial advisors and intermediaries.
• Maintain understanding of DWS investment products and global investment view.
• Develop strategies to maximize engagement with financial advisors.
• Expand client base by identifying investment needs and presenting DWS solutions.
• Pursue new opportunities by profiling clients and following up.

Skills

Knowledge of investment trends

Advisor practices

Team collaboration and communication

Articulate sales strategies

Education

Bachelor's degree

Tools

Morningstar Advisor Workstation

Salesforce.com

Job description

DWS Group

Chicago, Illinois

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.

Position Overview

Employer: DWS Group

Title: Relationship Management Analyst, US Wealth

Location: Chicago, Illinois

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 us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. We’re looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That’s why we are ‘Investors for a new now’. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients’ financial future. And in return, we’ll give you the support and platform to develop new skills, make an impact and work alongside some of the industry’s greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. This is your chance to invest in your future.

About the U.S. Wealth Team

U.S. Wealth is responsible for the advancement, promotion, and growth of DWS’s Active, Passive, and Alternatives strategies with financial advisory clients across intermediary Wealth channels.

DWS, is interviewing candidates for an Internal Consultant role to proactively market the Firm’s wide range of investment products to the financial advisor community. Candidates should be intensely client focused, self-motivated and have a strong knowledge of capital markets.

Role Details

Your Key Responsibilities

• Partner with designated field wholesaler(s) to develop and maintain business relationships with financial advisors and other intermediaries in the sales territory through a phone based consultative sales approach
• Maintain a high level understanding of DWS’ wide range of investment products and global investment view
• Build an efficient and thoughtful strategy to maximize engagement and influence with financial advisors
• Expand existing client base by uncovering investment needs and presenting DWS solutions
• Identify and pursue new opportunities by client profiling, client identification, and follow-up activity
• Understand dynamics of Capital Markets, impact to investor portfolios, and objective based investing

Your Skills & Experience

• Knowledge of investment trends and advisor practices
• Bachelors degree required
• Familiarity with Morningstar Advisor Workstation and Salesforce.com a plus
• Ability to work in a team environment and communicate clearly and concisely, with an expertise in adapting to different audiences
• Ability to articulate specific sales strategies and processes

What we’ll offer you

• At DWS we’re serious about diversity, equity and creating an inclusive culture where colleagues can be themselves sand it’s important to us that you enjoy coming to work - feeling healthy, happy and rewarded.
• At DWS, you’ll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you’re interested in healthcare, company perks, or are thinking about your retirement plan, there’s something for everyone.
• The salary range for this position in Chicago is $55,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate’s skill set, experience, education, work location and other qualifications. This position is eligible for incentive compensation [in the form of commission payments]. Posted salary ranges do not include incentive compensation or any other type of renumeration.
• DWS’ Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people.
• If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you.

Privacy Statement

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Our commitment to equal employment opportunity

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.

Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.

We welcome applications from all people and promote a positive, fair and inclusive work environment.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law.