Senior Relationship Manager, Advisory and Investment Consulting
Senior Relationship Manager, Advisory and Investment Consulting
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Job Description
Required Qualifications:
- Bachelors degree
- 4 years investment advisory experience
- FINRA Licenses Series 7 24 and 66 required
- Demonstrated relationship management sales customer service and presentation skills in large and small group settings in person and virtually
- Managed account mutual fund and brokerage experience
- Financial planning experience
Preferred Qualifications:
- Industry designations (including CFP and ChFC) or progress toward completion
- Experience with investment research/proposal tools and financial planning software (including Morningstar Advisor Workstation eMoney AdvicePay Asset-Map etc.) experience strongly preferred
- Experience with Microsoft Office Suite including Word Excel PowerPoint
- Problem resolution skills required and must be disciplined persistent and have a growth mindset
- Proven written and verbal communications skills
- Excellent organization and time management skills
Skills:
Client Relationship Management: Knowledge of client relationship; ability to address issues critical issues to meet client needs and maintain engaged partnering relationship with business partners and clients.
Effective Presentations: Knowledge of effective presentation tools and techniques; ability to present information to groups with the appropriate degree of formality.
Industry Knowledge: Knowledge of the organizations industry group trends directions major issues regulatory considerations and trendsetters; ability to apply industry knowledge appropriately to diverse situations.
Knowledge of Product Line: Knowledge of methodologies tools and techniques for specific products; ability to develop product line processes and strategies.
Knowledge of Sales Channels: Knowledge of meanings and features of sales channels; ability to coordinate multiple and diverse options for selling an organizations products and services.
ABOUT EQUITABLE
At Equitable were a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking working and leading differently where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth internal mobility comprehensive compensation and benefits to support overall well-being flexibility and a culture of collaboration and teamwork.
We are looking for talented dedicated purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
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Equitable is committed to providing equal employment opportunities to our employees applicants and candidates based on individual qualifications without regard to race color religion gender gender identity and expression age national origin mental or physical disabilities sexual orientation veteran status genetic information or any other class protected by federal state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position please contact Human Resources at or email us at .
At Equitable our power is in our people.
Were individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here youll work with dynamic individuals build your skills and unleash new ways of working and thinking. Are you ready to join an organization that will help unlock your potential
The key objectives of the Senior Relationship Manager on the Advisory and Investment Consulting Team are to build relationships with the Equitable Advisors financial professionals (FPs) and enable sales and practice growth through driving investment and advisory-related revenue generating activities. This is a senior role on a team of Relationship Managers which are dedicated headquarters resources assigned to our eight complexes. The candidate will focus on defined segments to support complex leadership and their FPs in building and growing their practices. This support includes inbound and outbound calls virtual and in-person meetings with FPs and their teams as well as occasional in-person and virtual participation in conferences and other events. The candidate will also lead by example and take a key role in organizing and coordinating team efforts across all complexes while also assisting in training tracking and reporting of the teams performance metrics.
This team serves to provide go-to support for our complexes and FPs. Areas of focus in this role include:
- Team training and coordinated messaging
- Reporting and tracking of performance and metrics
- Review and approval of exceptions and credentialling
- Growth and support of FPs with particular emphasis on those building wealth planning practices
- Increase new assets
- Growth of advisory business and increasing the adoption of Unified Managed Accounts
- Growth of the number of FPs participating in financial planning services and the use of planning tools for advice delivery
- Increase the amount of fee-based financial planning engagements
This role plays an influential part in the growth of Advisory and Investment Solutions responsible for enabling investment and advisory sales growth throughout Equitable Advisors. This is truly a team environment for those excited about the long-term rewards of a growing company.
The base salary range for this position is $90000 - $100000. Actual base salaries vary based on skills experience and geographical location. In addition to base pay Equitable provides compensation to reward performance with base salary increases spot bonuses and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
Equitable Pay and Benefits: Equitable Total Rewards Program
Required Experience:
Manager
Employment Type
Full-Time
