RIA Sales/Relationship Manager - Market Leader (West Coast - California/Washington)
Deutsche BankAbout the role
Job Description:
Employer: DWS Group
Title: RIA Sales/Relationship Manager - Market Leader (West Coast - California/Washington)
Location: Remote
Job Code: #LI-LV1 #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.
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 Regional Sales Specialist for the US Wealth team, you will:
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
Series 7/63 preferred
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 personalised 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 partnere
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