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Vice President, Relationship Manager

Phoenix, AZ, United States

Vice President, Relationship Manager

About the Company

Profitable broker & financial advisory firm

Industry

Financial Services

Type

Public Company

Founded

1989

Employees

5001-10,000

Categories

Financial Services

Consulting & Professional Services

Brokerage

Finance

Investment Banking

San Diego

Employee Advisor

Financial Advisor

Financial Professional

LPL

LPL Financial

Linsco Advisor

Linsco Private Ledger

RIA

Registered Investment Advisor

Strategic Wealth Services

Strategic Wealth Services Advisor

Investing

Financial Advisers

Specialties

Independent Broker/Dealer

Institution Services

RIA

Independent Advisors

Custom Clearing Services

and Financial Services

Business Classifications

B2B

About the Role

The Company is seeking a VP, Relationship Manager with a strong background in financial services, particularly in sales and client service/relationship management. The successful candidate will be responsible for managing and growing relationships with top-producing advisors and enterprise offices. This role requires the ability to engage in high-level strategic discussions, act as the primary point of contact between the advisors and the company, and provide direction to a dedicated internal support team. The VP, Relationship Manager will be tasked with understanding the advisors' business goals and aligning them with the company's strategic initiatives, as well as educating the advisors on the value and features of the company's platform.Applicants should have a Bachelor's degree in business, finance, or a related field, a minimum of 10 years of experience in the financial services sector, and the ability to travel as needed. Strong collaboration, client focus, and the ability to thrive in a fast-paced, team-oriented environment are essential. While not mandatory, preferences include a Series 7/63/65 (or 66) and a strong knowledge of RIA's. The ideal candidate will be adept at analyzing situations, applying solutions, and balancing the needs of multiple stakeholders. A deep understanding of financial markets, industry best practices, and regulatory requirements is also required to optimize results in this role.

Hiring Manager Title

Vice President, Relationship Manager

Travel Percent

25%

Functions

Finance

Account Management/Optimization

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