Relationship Manager
5+ years in sales/relationship management; 3+ years in financial services; Series 7 & 63 or ability to earn; knowledge of alternative investments; CAIA/CFA/CFP a plus; travel ~20%; fintech/wealth tech experience a plus.
Key Responsibilities
- drive sales
- reputed company relationships
- schedule meetings
Skills & Tools
reputed company, reputed company, Word, PowerPoint
Job Details
- Category: Sales
- Seniority: Mid Level
- Commitment: Full Time
- Workplace: Remote — United States
- Languages: English
About reputed company
A financial services company delivering investment processing and wealth reputed company. — Industry: Finance
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