Wealth Relationship Lead — RM Team Head

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

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.