Wealth Intermediary Strategy Lead | Hybrid

Deutsche Bank AG

New York (NY)

Hybrid

USD 113,000 - 138,000

Full time

9 days ago

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Job summary

DWS Group in New York seeks a Strategic Relationship Manager for Wealth Intermediary Distribution. You will support Senior Relationship Managers, represent asset management services to home office partners, and help build strategic business plans with select firms to expand distribution.

You will collaborate with market leaders, ETF/SMA specialists, and other stakeholders to grow market share, inform product development, and maintain assets and brand within partner firms.

Qualifications

  • Bachelors Degree required.
  • Series 7/63 licenses required.
  • CRM experience; Salesforce preferred.
  • Four years of Account Management/Distribution experience in the United States.
  • Strong interpersonal and presentation skills.
  • Enthusiastic partner and team player.
  • Resourceful problem solver; self-starter.
  • Some travel required.

Responsibilities

  • Support Deutsche Asset Management’s Senior Relationship Managers (SRMs).
  • Represent Deutsche Asset Management and all services to home office personnel of partner clients and prospects.
  • Assist SRMs in constructing strategic business plans with select firms to aid distribution efforts.
  • Work with DWS Market Leaders, ETF and SMA Specialists, Divisional Directors and Internal Consultants to drive market share and visibility.
  • Engage with clients to inform product, wrapper and platform development.
  • Service, maintain and grow assets and brand within partner firms.
  • Secure and distribute advisor data to inform focus areas.

Skills

Interpersonal skills
Presentation skills
Team player
Self-starter

Education

Bachelor's degree

Tools

Salesforce

Job description

DWS Group in New York seeks a Strategic Relationship Manager for Wealth Intermediary Distribution. You will support Senior Relationship Managers, represent asset management services to home office partners, and help build strategic business plans with select firms to expand distribution.

You will collaborate with market leaders, ETF/SMA specialists, and other stakeholders to grow market share, inform product development, and maintain assets and brand within partner firms.

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