Senior Strategic Relationship Manager
Listed on 2026-08-16
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Finance & Banking
Financial Sales -
Sales
Financial Sales
• Responsible for driving revenue by selling and retaining investment products and services with a focus on ETF, Mutual Fund, Separately Managed Accounts, Alternative Investments and Multi Asset Class products and services to prospective clients generating revenue for the bank.
• Acts as the technical expert and lead on major national accounts regarding the bank's products and services and the outside marketplace.
• Identifies prospects by various research and analyzes client's needs to recommend new services or products.
- 10+ years of investment sales experience to include extensive network of RIA contacts.
- Bachelor’s degree and/or relevant proven work experience is required
- NASD Series 7 and 66 (or 63 & 65) are required.
- CFA is strongly preferred
Demonstrates expertise in investment sales with a strong focus on ETFs, Mutual Funds, and Alternative Investments. Proven ability to drive revenue through client engagement and needs analysis, leveraging an extensive network of RIA contacts.
Highest-signal resume keywords- Investment Sales Experience
- Extensive RIA Network
- NASD Series 7
- NASD Series 66
- CFA
- ETF Sales
- Mutual Fund Sales
- Separately Managed Accounts
- Alternative Investments
- Multi Asset Class Products
- Client Needs Analysis
- Revenue Generation
- Technical Expertise
- Client Relationship Management
- NASD Series 7
- NASD Series 66
- CFA
- Investment Products
- National Accounts
- Prospective Clients
- Revenue Generation
- Client Retention
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