Associate Private Client Relationship Manager- Ramsey, Nj

TD Ameritrade

Ramsey, New Jersey, United States of America
Base: $78,520 - $117,520 usd; bonus/equity: eligib...
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Series 7 license required
Series 63 or 65/66 license required
3 years client support experience
** TD Ameritrade is seeking an Associate Private Client Relationship Manager in Ramsey, NJ, to provide exceptional service to high-net-worth clients with smaller balances, focusing on relationship building and account management. The role emphasizes collaboration with various specialists to deepen client connections and enhance service delivery. **

Job Summary

  • The Associate Private Client Relationship Manager serves as the central point of contact for high net worth clients with lower balances to deepen relationships through excellent service.
  • This role is accountable for retaining and growing assigned client relationships while introducing qualified clients to Private Client Relationship Managers for deeper needs.
  • TD offers a competitive total rewards package including base salary, variable compensation, health benefits, retirement programs, and career development opportunities.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking an Associate Private Client Relationship Manager in Ramsey, NJ, to provide exceptional service to high-net-worth clients with smaller balances, focusing on relationship building and account management. The role emphasizes collaboration with various specialists to deepen client connections and enhance service delivery. **

Salary

Base: $78,520 - $117,520 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, banking discounts

Skills & Requirements

Must-have

  • Series 7 license required
  • Series 63 or 65/66 license required
  • 3 years client support experience
  • High net worth client engagement
  • Proactive client outreach execution

Nice-to-have

  • Consultative sales experience preferred
  • Tax trust and estate knowledge
  • Community involvement participation
  • Strong Microsoft Office proficiency
  • Collaborative team environment fit

Key Requirements

  • 4-year degree or equivalent experience
  • Series 7, 63, and 65 or 66 securities licenses
  • Minimum 3 years related production or client support experience
  • Eligibility for FINRA registration and NMLS mortgage licensing
  • Pass criminal background check and credit report verification

Work Rights

Must be eligible for employment with a covered financial institution under federal standards

Tailored Resume

Cover Letter