Team Lead Relationship Management, RIA Enterprise

Deutsche Bank AG; New York, Northern (NY, KY); On-site; USD 146,000 - 255,000; Full time

Benefits offered by this job

Training and development

Flexible working

Coaching and support

Job summary

DWS, part of Deutsche Bank, seeks a leader for the Americas Wealth RIA Enterprise team to drive sales, deepen client relationships, and oversee RMs in New York. The role requires strong communication, organization, and teamwork while coordinating with ETF and product specialists to meet multi-product targets.

The position offers a hybrid work model, with a focus on delivering value to financial advisor professionals and maintaining a broad knowledge of investment products and market views.

Qualifications

• Bachelor’s Degree required.

Responsibilities

• Drive sales, AUM retention and client relationship management with financial advisor professionals for the Americas Wealth platform.
• Lead oversight over key clients in partnership with RM team.
• Manage a team of RMs.
• Maintain a high-level understanding of DWS’s wide range of investment products and global investment views.
• Work with ETF Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants, 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

Communication skills

Organizational skills

Investigative skills

Teamwork

Education

Bachelor's Degree

Job description

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‑level 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 personalised 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 recognise that our benefit programmes 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

Our 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 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.

At DWS, we’re capturing the opportunities of tomorrow. You can be part of a leading, client‑committed, global Asset Manager, making an impact on individuals, communities and the world. In an ever‑changing landscape, markets face a new set of pressures – but here, we see the opportunity in challenges. Opportunity to invest responsibly; to create change. Whether it’s collaborating to discover innovative solutions or exploring your curiosity to develop new skills – at DWS, we support you to achieve your goals. As the world continues to evolve, we do too. Join us, and you can shape our transformation. You can collaborate with industry thought‑leaders, gaining new and diverse perspectives. You can share ideas and be yourself. You can drive innovative and sustainable solutions that influence markets and behaviours for the better.