Remote Division Manager, CCD — Strategic Relationship Lead

Raymond James Financial, Inc.; Florida; Vor Ort; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Medical, dental, and vision insurance

Retirement savings and paid time off

Zusammenfassung

Fwainvest is seeking an experienced individual for client relationship management within our Correspondent Clearing Division. This role requires strong presentations skills, strategic relationship management, and a minimum of 10-15 years of experience in financial services. The ideal candidate will effectively communicate, manage escalations, and drive client loyalty while leveraging CCD resources. A Bachelor’s degree and SIE certification are mandatory, along with expertise in investment products for high net worth clients.

Qualifikationen

• 10-15 years of progressively responsible product management experience in the financial services industry.
• Experience with investment products and services for high net worth clients.
• SIE certification required.

Aufgaben

• Build and maintain relationships with clients in the Correspondent Clearing Division.
• Develop and deliver presentations at conferences.
• Oversee communication plans for CCD strategy.

Kenntnisse

Sales management strategies

Presentation skills

Financial analysis and projections

Market research

Customer service

Ausbildung

Bachelor’s Degree in finance, marketing or business-related field

Tools

Financial planning software

Jobbeschreibung

Fwainvest is seeking an experienced individual for client relationship management within our Correspondent Clearing Division. This role requires strong presentations skills, strategic relationship management, and a minimum of 10-15 years of experience in financial services. The ideal candidate will effectively communicate, manage escalations, and drive client loyalty while leveraging CCD resources. A Bachelor’s degree and SIE certification are mandatory, along with expertise in investment products for high net worth clients.