Institutional Client Relationship Manager

Capital Partners Mortgage LLC

Regional
Base: $152,000-$177,000; bonus/equity: individual ...
Institutional investor clients
Client retention and growth
Proactive client visits
You will have direct responsibility for overseeing and servicing a territory representing a wide array of our institutional investor clients

Job Summary

  • You will have direct responsibility for overseeing and servicing a territory representing a wide array of our institutional investor clients.
  • Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide.
  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options.

Matching Summary

You will have direct responsibility for overseeing and servicing a territory representing a wide array of our institutional investor clients.

Salary

Base: $152,000-$177,000; Bonus/Equity: Individual annual performance bonus, Capital's annual profitability bonus; Benefits: Competitive benefits, company-funded retirement contribution (15% of eligible earnings)

Skills & Requirements

Must-have

  • Institutional investor clients
  • Client retention and growth
  • Proactive client visits
  • Superior client service experience
  • Collaboration across teams

Nice-to-have

  • Fostering a strong sense of belonging
  • Celebrating differences
  • Diverse perspectives and experiences
  • Charitable contribution matching
  • On-demand professional development

Key Requirements

  • Minimum 10 years financial service experience
  • 5 years in the institutional space
  • Series 7, Series 66 or 63, and Series 65
  • Flexibility to travel

Work Rights

Not specified

Tailored Resume

Cover Letter