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 service delivery for institutional and employee financial solutions
Domain
Wealth Management / Equity Compensation
Deliverable
client delivery
Required skills
equity compensation knowledge, stock plan expertise, relationship management, problem-solving, project coordination, stakeholder communication
Preferred skills
Certified Equity Professional designation, securities licenses (FINRA Series 7, 63, or 66), MS Office proficiency
Technologies
MS Office products
Responsibilities
Deliver regular business reviews with thought leadership and plan analytics, 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 internal partners, attend industry webcasts and education forums
Seniority
Senior, hands-on IC