Relationship Management Analyst, US Wealth

Deutsche Bank; Chicago (IL); On-site; USD 50,000 - 61,000; Full time

Benefits offered by this job

Hybrid working model

Incentive compensation

Job summary

DWS Group in Chicago is seeking a Relationship Management Analyst, US Wealth. You will partner with field wholesalers to build relationships with financial advisors, maintain knowledge of product lines, and design engagement strategies.

Ideal candidates have knowledge of investment trends, a Bachelor's degree, and familiarity with Morningstar Advisor Workstation and Salesforce.com. The role offers a hybrid working model with incentive compensation and strong career growth opportunities.

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.
• Ability to articulate specific sales strategies and processes.

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's 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

Skills

Investment trends

Advisor practices

Teamwork

Clear communication

Sales strategies

Education

Bachelor's degree

Tools

Morningstar Advisor Workstation

Salesforce.com

Job description

Employer: DWS Group

Title: Relationship Management Analyst, US Wealth

Location: Chicago, Illinois

Job Code: #LI-MB1 #LI-03

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.

At DWS, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home.

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

The California Consumer Privacy Act outlines how companies can use personal information. Clickhereto view DWS' Privacy Notice.

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 at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.

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. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.