Team Lead Relationship Management, RIA Enterprise

DWS Group; New York (NY); On-site; USD 213,000 - 288,000; Full time

Benefits offered by this job

Hybrid Working

Incentive compensation

Job summary

DWS Group in New York seeks a Chief Investment Platform Strategist to lead research-driven content, coordinate with ETF and alternative specialists, and advance our platform strategy across marketing and client channels.

You will build relationships with key clients, represent DWS at regional conferences, and drive strategic initiatives. Minimum 10 years in the industry, ETFs/Research, Series 7/63 preferred; bachelor’s degree required; hybrid work model.

Qualifications

• Excellent communication and organizational skills are required.
• Strong investigative skills and the ability to work in a team environment are essential.
• Bachelor’s degree is required for this role.
• Minimum of 10 years of industry experience, preferably with ETFs and research.

Responsibilities

• Work directly with Head of Platform Strategy and Placement to build research-derived content across web, marketing, and sales channels.
• Help with targeted client distribution and represent research and thought leadership digitally, live, and as primary spokesperson at regional conferences.
• Collaborate with ETF specialists, alternative specialists, key account managers, 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.

Skills

Excellent communication

Organizational skills

Investigative skills

Teamwork

Education

Bachelor’s Degree

Job description

DWS Group

Chief Investment Platform Strategist

New York

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: Chief Investment Platform Strategist

Location: New York

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.

Read More About DWS And Who We Are Here

Team / Division Overview

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.

Your Key Responsibilities

As the Chief Investment Platform Strategist, you will be responsible for:

• Working Directly with our Head of Platform Strategy and Placement in Building Research Derived Content across our Web, Marketing, and Sales Team Channels
• Help with Targeted Client Distribution across our active, passive, and alternative solutions to DWS’s most important clients including representing this Research and Thought Leadership Digitally, Live, and our Primary Spokesperson at Regional Conferences.
• Work with all of the resources of DWS including Exchange Traded Fund (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

We are looking for

• Excellent communication & organizational skills
• Strong investigative skills
• Ability to work in a team environment
• Bachelor’s Degree Required
• Minimum of 10 years of Industry Experience preferably with ETFs and Research

License/Designation(s)

• Series 7/63
• CIMA, CFA or other industry designations preferred

How we’ll support you

• 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

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 is $250,000. Actual salaries may be based on a few 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. Click here to learn more!

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. Click here to view DWS’ Privacy Notice.

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. 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" .