Market Client Relationship Manager

Job Title: Market Client Relationship Manager

Job Location: Boca Raton, FL

Job Type: Full Time

Job Description

The Market Client Relationship Manager (MCRM) is a direct report to the Division Client Relationship Executive (DCRE) with dual reporting to the Wealth Management Market Executive (ME). The MCRM functions as a member of the market leadership team. The MCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's Operations Department. The MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. The MCRM partners closely with advisor teams to deliver a branded client service model focusing on digital solutions and enterprise capabilities.

Requirements

• Minimum 5+ years professional experience required with Finance Background.
• Ensuring client service expectations are met and exceeded while balancing the risk and exposure
• Representing clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel
• Requires diversification and experience with Products & Services, Trend Analysis, Risk Assessment, Human Resources and broad Industry Knowledge
• Candidates are required to currently hold Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) equivalent licenses
• Expert knowledge of regulatory and supervisory requirements and corporate policies and procedures
• Investment product knowledge (i.e., 401K, Options, Annuities, Tax, Retirement Plans, Money Funds, Mutual Funds, Liabilities, Margin, Trust Operations, etc.)
  
  

Interested candidates can send their updated resumes can send on amy@agile-techlabs.com