Senior Relationship Manager
RBC
full-time
Posted on:
Location Type: Office
Location: Minneapolis • Illinois • Massachusetts • United States
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Salary
💰 $90,000 - $200,000 per year
Job Level
About the role
- Develop and execute strategic account plans to expand relationships with key clients
- Build and maintain strong relationships with key decision-makers at client organizations
- Conduct regular business reviews with clients to understand their needs and identify new opportunities
- Prioritize building strong relationships with clients and understanding their needs
- Collaborate with internal teams, including sales, product, and technology, to develop and deliver tailored solutions to clients
- Develop and maintain a thorough understanding of client needs, preferences, and pain points
- Stay up to date on industry trends, competitor activity, and market developments to identify opportunities
- Aim to renew contracts under favorable terms for client and C&C and cultivate profitable relationships
- Develop customized and detailed strategic development plans for client firms
Requirements
- 5+ years of experience in RIA client relationship management
- Must be willing to travel up to 50%
- Proven track record of building strong client relationships
- Strong communication, interpersonal, and negotiation skills
- Ability to work collaboratively with internal teams to drive solutions
- Strong business consultation skills
- Strong understanding of the industry and market trends
- FINRA Series 7, 63/65 or 66 preferred, but not required
Benefits
- 401(k) program with company-matching contributions
- Health, dental, vision, life, disability insurance
- Paid-time off
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft skills
communication skillsinterpersonal skillsnegotiation skillsbusiness consultation skillscollaborative skills
Certifications
FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66