Job Description
**Job Summary**
Under limited direction, uses RIA industry knowledge and demonstrated skills to provide relationship management to clients of our Correspondent Clearing Division (CCD) with a focus on driving client loyalty, managing escalations, and growing the client relationships. Works closely with service, trading, practice management, technology, and other internal subject matter experts to build a deep partenrship. Negotiates all aspects of the client relationship. Identifies opportunities to utilize CCD resources to capture assets and maintain profitability standards.
**Essential Duties and Responsibilities**
+ Strategic Relationship Management: Responsible for building and maintaining relationships with centralized management of our CCD clients and, secondarily, each firm’s financial advisors.
+ Strong Presentation Skills: Develops and delivers presentations to groups, both at home office and conferences. This could also include conference co...
Under limited direction, uses RIA industry knowledge and demonstrated skills to provide relationship management to clients of our Correspondent Clearing Division (CCD) with a focus on driving client loyalty, managing escalations, and growing the client relationships. Works closely with service, trading, practice management, technology, and other internal subject matter experts to build a deep partenrship. Negotiates all aspects of the client relationship. Identifies opportunities to utilize CCD resources to capture assets and maintain profitability standards.
**Essential Duties and Responsibilities**
+ Strategic Relationship Management: Responsible for building and maintaining relationships with centralized management of our CCD clients and, secondarily, each firm’s financial advisors.
+ Strong Presentation Skills: Develops and delivers presentations to groups, both at home office and conferences. This could also include conference co...