Hybrid FA Relationship Manager

Posted last week

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About the role

  • Managing and strengthening relationships with Financial Advisors (FAs) and independent investment distributors
  • Supporting FAs with business development, investment advisory resources, training, and sales enablement to drive AUM growth
  • Recruiting, onboarding, and training new Independent Financial Advisors
  • Providing investment support and guidance to FAs, including participation in client meetings
  • Monitoring FA performance and supporting operational processes to drive AUM growth

Requirements

  • Bachelor’s or Master’s degree in a relevant field
  • 3–5 years’ experience in financial advisory, or asset management
  • Strong communication, presentation, and relationship management skills
  • IC Complex 1 or IP License (or willingness to obtain within timeframe)
  • Analytical, service-minded, and collaborative, with a coaching mindset

Job title

FA Relationship Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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