NYC: Innovative Financial Advisory Relationship Mgr
by irishnyer (click here to email the poster) (2019-04-07 09:34:01)
Edited on 2019-04-07 09:43:10

A leader in robo-advisory is looking to hire a senior RM. This will report to the head of sales and lead a growing team of RMs, while being the main point of contact for their key institutional clients and plan sponsors. This is a post-sale role, so if you want to be in sales, this is not the role for you.

Key skillset required: must have onboarded clients and plan sponsors. you'll be asked to talk to several instances about your role in the process.