Senior Relationship Manager
5 days ago
Job Summary:
Osaic is seeking a highly skilled Senior Relationship Manager to join our team. As a key member of our organization, you will be responsible for building and maintaining strong relationships with our financial institution partners.
Key Responsibilities:
- Develop and execute strategic plans to drive sales and revenue growth in assigned territories.
- Collaborate with program managers and advisors to identify opportunities for growth and development.
- Facilitate meetings and events to foster networking and idea exchange among financial institution partners.
- Work closely with licensing and registration teams to ensure seamless onboarding of new advisors.
- Lead the recruitment process for open positions in assigned territories.
- Manage the open position pipeline to minimize vacancies.
- Identify key growth opportunities and develop strategies to capitalize on them.
- Focus on high-potential advisors, setting goals and delivering results.
- Establish and maintain deep relationships with senior executives at financial institution partners.
- Develop and implement processes for consistent communication with all partners.
- Collaborate with compliance teams to ensure sales supervision activities are met.
- Work closely with internal support teams to ensure seamless execution of territory responsibilities.
- Deliver timely and accurate management reports.
Requirements:
- Bachelor's degree in business, finance, or related field.
- 3+ years of experience in the financial institutions industry.
- Excellent communication, presentation, and interpersonal skills.
- Strong computer skills, including Excel, Word, and PowerPoint.
- FINRA Series 7 and 24 certifications.
- Ability to travel approximately once a month.
Preferred Requirements:
- FINRA Series 6 and 63 certifications.
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