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Remote

Relationship Manager

Deutsche Bank
life insurance, parental leave, 401(k), retirement plan
United States, Florida
Oct 19, 2024
Job Description:

Employer: DWS Group

Title: Relationship Manager

Location: Florida

Job Code: #LI-LV2 #LI-03

About DWS:

Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.

Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.

We're looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That's why we are 'Investors for a new now'.

As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to develop new skills, make an impact and work alongside some of the industry's greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.

This is your chance to invest in your future.

Read more about DWS and who we are here.

Team / Division Overview

The DWS US Wealth team is responsible for the advancement, promotion, and growth of DWS's Active, Passive, and Alternatives strategies with financial advisory clients across intermediary Wealth channels across the Americas.

Role Details

As a/an Relationship Manager, you will (be):

  • Develop and maintain business relationships with financial advisor professionals in the sales territory

  • Maintain a high-level understanding of DWS's wide range of investment products and global investment views

  • Distribute Active, Passive, and Alternative solutions to DWS's most important clients

  • Manage and leverage relationships to gain access and referrals within each target team as identified by the seeker and DWS business intelligence

  • Work with all of the resources of DWS including Exchange Traded Fund (ETF) Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants [wholesalers], and Product Specialists to achieve sales targets across multiple product lines

  • Deliver the DWS value proposition as a way to deepen and develop ongoing business relationships with target clients

We are looking for:

  • Proven Investment Sales experience with a strong personal network to relevant financial advisor professionals across the relevant territory

  • Ability to maintain/develop client relationship, preferably across multiple asset classes

  • Strong product knowledge capable to explain and discuss a range of investment strategies

  • Able to prioritize the key initiative across a broad range of opportunities and relationships

  • Excellent communication skills and strong interpersonal skills - be able to build the trust and confidence of clients

  • Educated to degree level with relevant experience in Investment/Asset Management or Financial Services

  • Good project management skills and ability to work autonomously

License(s) required/preferred:

  • Series 7/63

What we'll offer you:

At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves sand it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you'll have access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle. Whether you're interested in healthcare, company perks, or are thinking about your retirement plan, there's something for everyone.

Some of our core benefits:

  • Competitive Salary and Matched 401K Savings Plan

  • Generous Paid Time Away plus Bank Holidays

  • Physical and Mental Health Well-Being benefits including (but not limited to) Health & Life Insurance Plans and the support of trained Mental Health First Aiders

  • Family friendly benefits including generous parental leave packages (supporting all variations of family set-ups), to healthcare plans and travel insurance

  • The opportunity to support our CSR strategy which is focused on combatting climate change & achieving greater social justice. You can make donations to our partnered organizations or take part in corporate volunteering opportunities in your local communities by providing on hand support.

DWS' Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people.

If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you.

Privacy Statement

The California Consumer Privacy Act outlines how companies can use personal information. Clickhereto view DWS' Privacy Notice.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices:EEOC Know Your Rights;Employee Rights and Responsibilities under the Family and Medical Leave Act;Employee Polygraph Protection ActandPay Transparency Nondiscrimination Provision.

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