Platinum Relationship Manager
Core
Retain and grow E*TRADE's most valuable and complex retail clients by delivering white-glove service, product education, and trade facilitation.
Role type
Senior IC relationship manager (retail brokerage)
Builds
Client retention and growth within the E*TRADE/Morgan Stanley ecosystem
Domain
Financial services / Retail brokerage
Deliverable
client delivery
Required skills
client service, futures and contracts trading knowledge, technical market analysis, critical thinking, problem solving, risk mitigation, organizational skills
Preferred skills
high net worth client support, securities industry knowledge (equity, margin, options), independent decision-making
