SB Financial Services Relationship Manager develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Being a SB Financial Services Relationship Manager develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Additionally, SB Financial Services Relationship Manager serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Maintains an in-depth understanding of product offerings and coordinates with other areas of the bank to upsell or deliver services to customers. Monitors and maintains assigned portfolio to ensure appropriate risk profile. Follows all regulatory and organizational policies and procedures. Requires a bachelor's degree or equivalent. Typically reports to a manager. The SB Financial Services Relationship Manager occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a SB Financial Services Relationship Manager typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Entry Level Institutional Service / Sales Analyst
Premier/ Boutique Asset Manager seeks an Entry Level Institutional Service / Sales Client Analyst (s) that will be responsible for providing investment capabilities to clients domestically and around the globe with a focus on registered investment advisors (RIA), endowments, foundations, family offices, high-net-worth families and trust companies.
The group is seeking sharp fast track individuals to assist with developing new business opportunities, territory management and ongoing client service and some follow up sales.
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•Manage the day-to-day maintenance of individual client accounts by liaising with portfolio management, trading, operations, legal/compliance and other internal teams, along with external parties including client’s attorneys and accountants
•Liaise with custodians regarding daily transactions and process client distributions in a timely manner
•Proactively address the specific needs of clients and service all relationships through account onboarding , portfolio reviews, performance reporting, asset movement and overall account maintenance
•Deepen knowledge of investment products across equities, fixed income and alternative investments, including separately managed accounts, mutual funds, hedge funds and collective trusts
•Maintain and organize client information, spearhead annual KYC process and coordinate periodic client meetings
•Contribute to the overall efficiency of the team by fielding inbound client inquiries, maintaining team schedules and handling other relevant
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Desired Qualifications/Required Knowledge & Skills:
•1-4 years of experience in a financial sales / service environment. Financial Advisors / Planners are encouraged to apply. Asset management experience is a plus
Entry Level Candidates (May / June Grads 2023 ) are welcome to apply with related internships in financial services (retail brokerage) or asset management.
•Proven record of academic achievement, concentration in Finance, Business Administration, or Marketing preferred
•Keen understanding of sales / service and marketing process
•Good analyst / analytical quantitative and qualitative reasoning ability, with the capacity to understand inner workings of investment strategies and explain that information to an audience
•Self-starter with strong attention to detail and follow-through
•Ability to think independently and formulate sound conclusions
•Proven ability to multi-task
•Excellent writing/editing skills
•Strong verbal communications skills and comfort engaging all levels of firm management
•Series 6 or 7, 63 / 65 or 66 a big plus, or to have the desire to acquire within 6 months.
Key Words:
Analyst
Client Service
Marketing
Sales
Asset Management
Series
Job Type: Full-time
Pay: $75,000.00 - $95,000.00 per year
Benefits:
Compensation package:
Schedule:
Education:
Work Location: Hybrid remote in New York, NY 10112
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