Return To Work - Relationship Manager, Global Equity, VP | Alpharetta, GA
Core
Relationship Manager for Global Equity within Wealth Management, focusing on building and maintaining corporate client relationships and driving growth.
Role type
VP-level Relationship Manager (Return to Work Program)
Builds
Corporate client partnerships and wealth management services
Domain
Financial Services / Wealth Management / Equity
Deliverable
client delivery
Required skills
Account management, client services, sales, needs analysis, contract interpretation, stakeholder collaboration, business review presentation, client retention strategies
Preferred skills
Equity or share plan industry experience, group and retirement plans knowledge
Technologies
Email, internet, Excel, Word
Responsibilities
Proactively build partnership-style relationships with senior client contacts, collaborate with stakeholders to solve problems and uncover opportunities, conduct needs analysis and prepare specifications for client requests, deliver business reviews with analytics, monitor client satisfaction, align client expectations with business needs, troubleshoot client queries, conduct client meetings and training sessions
Seniority
VP, hands-on IC