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International Client Relationship Manager

2 months ago

Miami, Florida, United States AP Executive Full time
Job Overview

AP Executive is seeking a highly skilled International Client Relationship Manager to lead our wealth management division in Miami, Florida. This role requires a strong understanding of regulatory and supervisory requirements, as well as corporate policies and procedures.

Key Responsibilities
  • Partner with market leadership teams to address daily business needs and drive responsible growth while minimizing risks.
  • Lead the service delivery model and wealth management banking strategy in respective markets to drive business growth.
  • Hire, develop, and lead a team of cross-functional professionals to support Financial Advisor teams and deliver exceptional client services.
  • Supervise financial transactions and operations to promote risk management best practices and ensure compliance with policies and procedures.
  • Represent the office in interactions with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel.
Requirements
  • Currently hold SIE, Series 7, Series 66 (or Series 63 and Series 65), Series 9 and Series 10 (or Series 8) licenses, or equivalent.
  • Minimum of 5+ years of professional experience with expert knowledge of regulatory and supervisory requirements as well as corporate policies and procedures.
  • In-depth investment product knowledge, including 401K, options, annuities, tax, retirement plans, money funds, mutual funds, liabilities, margin, and trust operations.
  • Strong customer service and communication skills.
  • Bilingual in Spanish is essential.