RIA Sales/Relationship Manager

3 weeks ago

Grizzly Flats CA USA, United States Deutsche Bank Full time
About the Role

We are seeking a highly skilled and experienced RIA Sales/Relationship Manager to join our team at Deutsche Bank. As a key member of our US Wealth team, you will be responsible for developing and maintaining business relationships with financial advisor professionals in the sales territory.

Key Responsibilities:

  • Develop and maintain business relationships with financial advisor professionals in the sales territory
  • Maintain a high-level understanding of DWS's wide range of investment products and global investment views
  • Distribute Active, Passive, and Alternative solutions to DWS's most important clients
  • Manage and leverage relationships to gain access and referrals within each target team as identified by the seeker and DWS business intelligence
  • Work with all of the resources of DWS including Exchange Traded Fund (ETF) Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants [wholesalers], and Product Specialists to achieve sales targets across multiple product lines
  • Deliver the DWS value proposition as a way to deepen and develop ongoing business relationships with target clients

Requirements:

  • Proven Investment Sales experience with a strong personal network to relevant financial advisor professionals across the relevant territory
  • Ability to maintain/develop client relationship, preferably across multiple asset classes
  • Strong product knowledge capable to explain and discuss a range of investment strategies
  • Able to prioritize the key initiative across a broad range of opportunities and relationships
  • Excellent communication skills and strong interpersonal skills - be able to build the trust and confidence of clients
  • Educated to degree level with relevant experience in Investment/Asset Management or Financial Services
  • Good project management skills and ability to work autonomously
  • Series 7/63 preferred

What We Offer:

  • Competitive Salary and Matched 401K Savings Plan
  • Generous Paid Time Away plus Bank Holidays
  • Physical and Mental Health Well-Being benefits including (but not limited to) Health & Life Insurance Plans and the support of trained Mental Health First Aiders
  • Family friendly benefits including generous parental leave packages (supporting all variations of family set-ups), to healthcare plans and travel insurance
  • The opportunity to support our CSR strategy which is focused on combatting climate change & achieving greater social justice. You can make donations to our partnered organisations or take part in corporate volunteering opportunities in your local communities by providing on hand support.

Hybrid Working Model:

We are committed to finding the right balance between in-person collaboration and engagement in the office, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process.

Equal Opportunities Employer:

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

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