Relationship Manager - San Francisco, CA
$125,000 per year
Apply now (opens in a new tab)Relationship Manager - San Francisco, CA
L5
$125,000 per year
Occupations
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales AgentsSales Representatives, Wholesale and Manufacturing, Except Technical and Scientific ProductsIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation- Bachelor's degree, preferably in marketing or a finance-related major
- Ability to thrive in an independent, challenging and collaborative environment
- Minimum of 5 years in the investment management industry and 3 years as an external wholesaler
- Series 7 and 63 licenses
- Demonstrated success selling mutual funds, ETFs and alternative products
- Existing relationships within territory
- Knowledge of the investment management industry and key portfolio management concepts
- Understanding of various broker-dealer platforms
Level
SeniorL5
Salary
$125,000 per year
Location
Millbrae, CA
Occupation
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel
Industry
Portfolio Management and Investment Advice
Posted
today
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