Option Strategist at SpiderRock Advisors developing option strategies and cultivating relationships within the wealth management sector. Required expertise in asset management and retail wealth channels.
SF
Hybrid SVP, Group Manager – Relationship Management
Posted 14 hours ago
About the role
- SVP, Group Manager overseeing corporate client relationships for Workplace Investing services, ensuring satisfaction and retention while leading a team of Managing Directors.
Responsibilities
- effective leadership of approximately 10 Vice President, Managing Directors to ensure the satisfaction and retention of 100+ corporate client relationships
- accountable for retention, loyalty, satisfaction, and relationship growth of client book of business
- engage with internal business leaders in joint planning and client strategies to deliver upon desired outcomes
- develop and maintain strong client relationships across various client constituencies
- serve as Executive Sponsor for key client relationships
Requirements
- College degree required
- MBA or other advanced degree preferred
- Institutional client management and growth experience required
- Minimum of 5 years management experience required
- Complete series 7, 24 & 63 exams within 90 days of hire
- Strong demonstrated negotiation skills spanning complex financial and service delivery related topics
- Proven ability to navigate and influence executive level business leaders
- Strong revenue management and overall financial acumen
- Ability to manage multiple, sometimes conflicting priorities
- Tangible competitive spirit with determination and motivation to win
- Proven leadership, coaching, and career developments skills
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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