Team Lead Relationship Management, RIA Enterprise

Deutsche Bank AG; New York (NY); Hybrid; USD 146,000 - 255,000; Full time

Benefits offered by this job

Hybrid working model

Job summary

DWS, part of Deutsche Bank, is seeking a senior level professional to lead client relationships and sales initiatives for its Americas Wealth platform in New York. You will coordinate with cross-functional teams to grow AUM and deliver tailored investment solutions to financial advisor clients.

Expect collaboration with product specialists and capital markets teams, and a strong emphasis on regulatory knowledge, client service, and team leadership in a hybrid work setting.

Qualifications

• Bachelor’s Degree required.
• Licenses/Designations: Series 7/63 Series 24 preferred; CIMA, CFA or other designations preferred.

Responsibilities

• Driving sales, AUM retention and client relationship management with financial advisor professionals for the Americas Wealth platform.
• Lead oversight over key clients in partnership with Relationship Manager team.
• Manage a team of Relationship Managers.
• Maintain a high-level understanding of DWS investment products and global investment views.
• Collaborate with ETF Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants and Product Specialists to hit targets.
• Deliver the DWS value proposition to deepen ongoing client relationships.

Skills

Excellent communication

Organizational skills

Investigative skills

Teamwork

Education

Bachelor’s Degree

Series 7/63 optional

Series 24 preferred

CIMA/CFA or other designations preferred

Job description

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. Read more about DWS and who we are here.

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.

Your Key Responsibilities

• Driving sales, AUM retention and client relationship management with financial advisor professionals for the Americas Wealth platform
• Lead oversight over key clients in partnership with RMs (Relationship Manager) team
• Manage a team of RMs (Relationship Managers)
• Maintain a high-leve‑l understanding of DWS’s wide range of investment products and global investment views
• Work with all 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 as a way 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
• License/Designation(s): Series 7/63 Series 24 preferred 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 and 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 New York is $146,000 to $255,000. 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. Posted salary ranges do not include incentive compensation or any other type of remuneration.

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

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.

Adjustments for Disability or Long‑term Health Condition

If you require any adjustments or changes 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.

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.

For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities. Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management (DWS) division. Together we can make a great impact for our clients at home and abroad, securing their lasting success and financial security. More information at: Deutsche Bank Careers (db.com)