Executive Relationship Manager
Core
Serve as the primary point of contact for high-net-worth executives and corporate clients to build trust, deliver white-glove service, and facilitate access to wealth management products and equity compensation solutions.
Role type
Senior IC Executive Relationship Manager (Wealth Management)
Builds
Advisory solutions, managed money, banking & lending, fixed income, and equity compensation plans for executives.
Domain
Financial Services / Wealth Management / Equity Compensation
Deliverable
client delivery
Required skills
Equity compensation expertise, FINRA Series 7 and 63 licensing, complex transaction facilitation, 10b5-1 plan education, relationship management with executives, regulatory compliance, multi-tasking
Preferred skills
Stock plan services experience, public/private market equity plan management, Shareworks/Equity Edge platform proficiency, securities industry knowledge (equity, margin, options), independent decision-making
Technologies
Shareworks, Equity Edge
Responsibilities
Formulate and deliver solutions for executive inquiries ranging from foundational education to complex transactions; Establish relationships with a book of participants and corporate clients to identify business development opportunities; Manage and support high-value participants with complex corporate equity plans; Educate participants on 10b5-1 plans; Act as a liaison between internal support teams to ensure timely service needs; Mitigate risk through strict adherence to company policies and procedures.
Seniority
Mid-Senior, hands-on IC