Relationship Manager
📋 Role Overview & Responsibilities
An award-winning FinTech looking to bring on a Relationship Manager to the New York City team. This position will supervise both new and existing relationships in the firm's growing book of business across the investment advisory space.
Title: Relationship ManagerLocation: New York City (hybrid model)Salary: $80,000-$110,000
Key Responsibilities:Work in conjunction with Sales and Investor Relations teams to build and maintain client relationshipsSynthesize complex financial products and explanations into easily communicable information for clientsManage onboarding of new clientele and provide account maintenance post-sale when neededLiaise with Product and Engineering teams to share client feedback helpful in continuous improvement of the firm's product Key Requirements:Bachelor's degree in related fieldMust hold a Series 7 licenseAt least 3 years' experience in a client-facing role at a financial services firmExperience in traditional finance alone is acceptable so long as candidates can clearly verbalize their interest in the FinTech space
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This position is located in New York, NY with potential relocation and sponsorship assistance depending on candidate qualifications.
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