Here at TD Ameritrade everything we do is centered on our Core Values and our mission to transform lives and investing for the better. People Matter is at the core of everything we do and ensures we each have a voice and we each have an important role to play. Being Client Driven means everything we do for our clients starts and ends with them to ensure they get what they need and receive the best possible experience. Our culture centers around Trust & Integrity because honesty and transparency are crucial to our success. Openness & Collaboration means sharing with each other and setting clear expectations in order to build a genuinely collaborative team. Through Meaningful Innovation, we apply new ideas, methods, and tools to uncover and seize opportunities that creates lasting value for our organization and for those we serve.
We are looking for service minded individuals to support independent Registered Investment Advisors (RIAs) and their clients in a fast paced and growing organization. The Registered Investment Advisors you will support manage assets from $10 million to multi-billions. These RIAs shape the financial future of their clients by offering investment guidance and portfolio management. As a Relationship Manager you will not only gain valuable industry experience but you will take part in helping our RIAs shape their clients' future.
Take a look at how you will help our RIAs make an impact! The Human Finance Project
As a Relationship Manager you will help drive our industry leading service culture by:
Handling incoming advisor and client phone calls to provide operational expertise, share industry and organizational best practices, troubleshoot complex situations and resolve service issues
Acting as a liaison between our internal support teams, including Sales, Risk Management, Trading, Retirement Accounts, Technology etc, and our advisors and clients
Educating advisors and clients on processes, services and procedures of the TD Ameritrade platforms
Working together with our clients to problem solve and create a positive client experience
Communicating and listening to create lasting business relationships
At TD Ameritrade we believe our associates are the heart of our business. As a Relationship Manager you will:
Participate in a training program developed to equip you with the knowledge and confidence needed to succeed
Gain financial services and RIA knowledge
Develop and nurture business to business relationships
Be provided with company sponsored training to obtain the Series 7 and Series 63 licenses
What you will bring:
An eagerness to learn and stay current on RIA industry trends through an interest in new technologies, demographic shifts, industry regulations and practice management topics.
2-3 years of demonstrated transferable customer service or relationship management skills
Outstanding communication and listening skills
Demonstrated ability and desire to prospect and nurture relationships and creatively provide solutions
Bachelor's degree or equivalent work experience
Series 7 & 63 licenses preferred or must be obtained according to the company licensing policy
Learn more about our Competitive Total Rewards and how we value Diversity.
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