Senior Manager, Executive Private Client Relationship Manager

Job Number: 1473

External Description:
THE COMPANY

E*TRADE is a leading financial services company and a pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the company has long been at the forefront of the digital revolution, offering easy-to-use solutions for individual investors and stock participants. Founded on the principle of innovation and determined to level the playing field for individual investors, E*TRADE delivers digital platforms, tools, and professional assistance to help investors and traders meet their near-and long-term investing goals. The Company provides these services both online and through its network of customer service representatives and financial consultants - over the phone at two national branches and in-person at 30 E*TRADE branches.


The Executive Private Client - Relationship Manager will be responsible for the retention and growth of E*TRADE's most valuable clients. Through frequent and proactive client contacts, the Relationship Manager will cultivate personal relationships, gain an understanding of the client's investment needs, goals, objectives, and become a trusted resource. The Relationship Manager is responsible for daily servicing/trading requests and enhancing the overall client experience with E*TRADE. After becoming a trusted resource, the Relationship Manager is responsible for positioning products that 'fulfills the clients' needs'.

Qualifications:

* Experience working with senior-level executives regarding equity compensation plans

* Proven track record of successfully building, managing and retaining relationships with the firms most valuable clients while remaining highly-focused on risk management

* Proven 'Service to Sales' experience within the Financial Industry

* Outstanding presentation/communication skills through various channels, including In-Person, phone and email

* Demonstrated experience understanding a client's unique financial situation and ability to position appropriate solutions

* Demonstrated knowledge of brokerage, money management, estate planning, financial planning and retirement planning

* Ability to think strategically and influence decisions of executives

* Ability to effectively plan, organize and execute multiple In-Person client meetings while working within a stated budget (25% travel)

* Ability to effectively plan, contribute and support client appreciation events and educational seminars (5% travel)

* Ability to work and travel on nights/weekends

REQUIREMENTS

The Expertise We're Looking For:

* Requires strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation

* Ability to provide concierge-type support to ensure retention of dedicated client-base

* Ability to remain calm, professional, and in control in a volatile business environment

* Ability to exercise discretion and business judgment while communicating, researching and resolving customer problems related to E*TRADE Securities

* Utilize independent decision-making skills to handle and resolve issues. Ability to work independently

* Ability to effectively support a team environment while excelling as an individual contributor

* Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and entire customer experience.

* Excellent organizational skills, with the ability to handle multiple tasks

* Capacity to place/review orders and to identify/escalate any trading related items

* Participate in the development, maintenance and communication of sales and activity report

* Ability to effectively negotiate with and retain clients in a highly competitive industry while remaining highly focused on profitability

* Ability to understand and position the benefits of a full array of products

* Minimum 10 years brokerage experience required

EDUCATION, CERTIFICATION, TRAINING

* Series 7/63/66 licenses required.

* Obtain CEP Level 1 within first 12 months in role

* Certified Financial Planner (CFP) designation beneficial

ETRRSR

BENEFITS

We offer a competitive and comprehensive benefits package. Please visit https://etradecareers.com/why-work-at-etrade/employee-benefits to learn more about the opportunities.

E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.

Job Number: IRC130710

Community / Marketing Title: Senior Manager, Executive Private Client Relationship Manager

Location_formattedLocationLong: Chicago, Illinois US