Base salary components; + compensation including c...
Fully remote
10-15 years financial services experience
Ria industry knowledge and skills
Strategic client relationship management
This role supports the client relationship management function by driving client loyalty and managing escalations within the Correspondent Clearing Division
Job Summary
This role supports the client relationship management function by driving client loyalty and managing escalations within the Correspondent Clearing Division.
The position requires developing marketing campaigns and communication strategies to increase adoption of CCD resources and drive revenue growth.
Candidates must possess a Bachelor's degree and 10-15 years of progressively responsible product management experience in the financial services industry.
Matching Summary
This role supports the client relationship management function by driving client loyalty and managing escalations within the Correspondent Clearing Division.
Salary
Base salary components; Additional compensation including cash or equity; Discretionary bonuses or commissions
Skills & Requirements
Must-have
10-15 years financial services experience
RIA industry knowledge and skills
Strategic client relationship management
Product education and marketing campaigns
Series 7 or SIE license required
Nice-to-have
Strong presentation and negotiation skills
Ability to work independently with team-first mentality
Experience with high net worth client models
Creative problem solving under deadline pressure
Key Requirements
Bachelor's Degree in finance, marketing, or business