Senior Brokerage Relationship Manager

• Manage strategic partner relationships with Asset Management firms and participate in initiatives regarding servicing, support and growth
• Identify opportunities for process improvements
• Maintain and analyze business, or technical assignments that involve research, evaluation, and service
• Exercise independent judgment to ensure the highest level of client/partner satisfaction
• Build and maintain excellent relationships and meet regularly with senior leaders to communicate trends and workable solutions
• Provide recommendations to determine operational needs and exercise independent judgment to manage relationships
• Manage, support and resolve issues to ensure retention, growth and satisfaction
• Provide analysis and negotiation of contracts or issues
• Manage projects, troubleshoot issues and follow up on operational, technical or client transition issues
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

• 4+ years of Business Relationship experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 exam sufficient to qualify for immediate FINRA registration
• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 63 (or Series 66) exam sufficient to qualify for immediate FINRA registration

• Brokerage industry experience
• Ability to work effectively across all organizational levels, where flexibility and adaptability are important
• Ability to simultaneously manage multiple projects
• Ability to gather information and make recommendations to senior leaders
• Excellent verbal, written, and interpersonal communication skills
• Strong collaboration and partnering skills
• Strong time management skills and ability to meet deadlines
• Strong organizational, multi-tasking, and prioritization skills

Relocation assistance is not available for this position