обновлено 5 дней назад
Relationship Manager (Asset & Wealth Management)
115 000 - 270 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Relationship Manager (Asset & Wealth Management): Lead strategic growth and maintain institutional client relationships within a designated regional territory with an accent on financial wellness and corporate-sponsored financial planning benefits. Focus on cultivating senior HR partnerships, identifying revenue growth opportunities, and orchestrating internal resources to enhance client relationships.
Location: New York, NY, United States; office-based role with potential travel
Salary: $115,000–$270,000 base salary per year, plus potential discretionary bonus.
Company
is a global investment banking, securities, and investment management firm. GS Ayco designs and implements tailored financial planning programs for employees of Fortune 1000 companies.
What you will do
- Lead the strategic growth and maintenance of an existing corporate client base within a designated regional territory.
- Build and strengthen relationships with senior HR stakeholders at partner corporations.
- Identify and execute revenue growth opportunities within current corporate relationships.
- Present the firm's strategy and service offerings, using internal subject-matter experts where appropriate.
- Develop engagement strategies, success metrics, and service implementations aligned with corporate client needs.
- Monitor utilization and outcome metrics, resolve service issues, and coordinate internal resources to improve client relationships.
Requirements
- Bachelor's degree required.
- At least 7 years of experience in employee benefits or compensation, marketing or sales, relationship management, or the financial industry preferred.
- Strong organization, multitasking, communication, and attention-to-detail skills.
- Ability to work across multiple businesses and collaborate effectively in cross-functional teams.
- Working knowledge of Microsoft Word, Excel, Windows, and PowerPoint.
- Ability to work from the New York office; potential travel may be required.
Culture & Benefits
- Training and development opportunities and firmwide professional networks.
- Benefits, wellness, and personal finance offerings.
- Mindfulness programs and resources supporting professional and personal growth.
- US benefits are generally available to active, non-temporary, full-time and part-time employees working at least 20 hours per week.
- Reasonable accommodations are available during the recruiting process for candidates with disabilities or special needs.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
5 дней назад
Relationship Manager II (Banking)
71 869 - 114 797$
5 дней назад
Relationship Manager Technology Banking (Fintech)
92 114 - 156 880$
9 дней назад
Relationship Manager I - Business Banking
82 500 - 137 500$
9 дней назад
Manager Sales Support (Fintech)
71 250 - 120 000$
8 дней назад
Associate Relationship Manager, Investments
74 200 - 126 200$
5 дней назад
Senior Relationship Manager (Commercial Banking)
122 535 - 208 715$