Relationship Manager, AVP
Core
Managing equity compensation relationships for Wealth Management clients, partnering with administrative contacts to enhance participant experience and plan utilization.
Role type
Senior IC relationship manager (equity compensation)
Builds
Client satisfaction and plan optimization for corporate clients
Domain
Financial services / Equity compensation
Deliverable
client delivery
Required skills
Equity compensation knowledge, relationship management, stakeholder communication, project coordination, business review delivery, regulatory compliance
Preferred skills
Certified Equity Professional designation, securities licenses (Series 7, 63, 66), MS Office proficiency
Technologies
MS Office products
Responsibilities
Deliver regular business reviews with plan analytics, maintain high-level personal interaction with clients, monitor client satisfaction via benchmarks and surveys, align client requests with business constraints, coordinate new projects with internal teams, communicate plan events and key issues to stakeholders.
Seniority
Senior, hands-on IC
