Channel Partner Manager responsible for building and scaling partner relationships with financial institutions in the fintech industry. Drive revenue through client referrals and partnership agreements.
About the role
- Relationship Manager managing a book of high-net-worth clients at Bank of America. Serving as primary contact for trading needs and growing client relationships.
Responsibilities
- Manages a book of high net worth, active self-directed clients
- Serves as primary point of contact for all of the clients' trading and servicing needs
- Executes a disciplined approach to all business development strategies and goals to achieve business growth
Requirements
- Series 7 and 66 licensing required
- Minimum 3 - 5 years of investment, trading and brokerage experience
- Experience with advanced trading strategies, options, fixed income and margin
- Strong analytical and problem-solving skills
- Strong organizational skills and time management skills
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to employees
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