Senior Account Manager
NCC Group
Cyber Security
Relationship Manager – Wealth Management
Vanguard
full-time
Posted on:
Location Type: Hybrid
Location: Charlotte • Arizona, North Carolina, Pennsylvania, Texas • 🇺🇸 United States
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Manage a book of business with ultra-high-net-worth clients
- Deliver personalized and high-touch experience
- Build trust and deepen client loyalty
- Engage in meaningful conversations on financial topics
- Support strategic planning and contribute to growth initiatives
- Foster relationships through genuine curiosity and understanding
- Address inquiries and resolve issues efficiently
- Demonstrate credibility through product and service knowledge
Requirements
- Regulatory license and/or registration (e.g. FINRA, state, SFC)
- SIE, Series 7, and 63/65 or 66 (or equivalent)
- Strong foundation in managing a book of business within financial services (3+ years)
- Experience with high-net-worth or ultra-high-net-worth clients (2+ years preferred)
- Consultative mentality and passion for guiding clients
- Confidence in discussing ETFs, mutual funds, estate planning, charitable giving
- Bachelor's degree or equivalent experience
Benefits
- Comprehensive training
- Onboarding support
- Hybrid working model
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningclient managementconsultative sellinginvestment knowledgeestate planningcharitable givingETFsmutual funds
Soft skills
relationship buildingtrust buildingcommunicationproblem solvingcuriosityclient loyaltystrategic thinking
Certifications
FINRASIESeries 7Series 63Series 65Series 66
