Client Relationship Manager
$71,300–$71,300 year
On-siteNew York City, New York, United States or New York, United States
Job Summary
Act as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring access to full investment solutions. Conduct quarterly and annual client performance reviews in conjunction with the Investment Representative. Analyze and evaluate client needs to provide recommendations on strategies for enhancing relationships and develop strategic responses to significant client queries. Coordinate enrollment campaigns and meetings for high-net-worth individuals and individual investors. Partner with the Relationship Manager to assess client needs and create further development opportunities. Requires 10 years of financial services experience, FINRA Series 7, 63, and 65/66 licenses. Salary range $71,300 to $106,800 per year.
Required Qualifications
- High School Diploma or Equivalent
- 10 years of financial services experience
- FINRA Series 7
- FINRA Series 63
- Proficient in Microsoft Excel
- Proficient in Microsoft Word
- Proficient in Microsoft PowerPoint
- Proficient in Microsoft Outlook
Desired Qualifications
- FINRA Series 65
- FINRA Series 66
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