Skip Navigation
Find a job
at TD Ameritrade.

Find a job at TD Ameritrade.

Relationship Manager, Managed Accounts Solutions

Quick Facts

Jersey City, New Jersey, Fort Worth, Texas, San Diego, California ID# 2018-15339 Regular Full-Time Manager


The Managed Account Solutions, Relationship Manager (RM) is primarily responsible for building and maintaining positive relationships with both Registered Investment Advisors (RIAs) as well as Investment Managers (IMs.)  The RM will interact with RIAs who are users of managed accounts to insure the services we’re providing are meeting their expectations.  In addition, the RM will serve as a go-to resource in terms of support for IMs who offer investment strategies to RIAs via our MAS platforms.

The MAS RM is also responsible for supporting the positioning and promotion of our Managed Account Solutions (e.g., UMAs, TAMPs, SMAs, Third-Party Strategists) with RIAS and IMs.  This includes supporting and educating sales, clients, prospects and other associates with various aspects of the managed account solution set.


  • RM will be responsible for:
    • 20 investment manager relationships (potentially increasing over time)
    • 40 managed account user / advisor relationships (potentially increasing over time)
  • Has regular contact (in-person, telephone and email) with assigned IM and RIA relationships
  • Communicates applicable MAS platform updates to both IMs and RIAs as appropriate
  • Takes the pulse and seeks feedback from IMs and RIAs in terms of opportunities for improvement as well as pain points and works to resolve as needed
  • Preserves business relationships and expands on them
  • Occasionally travels to an IMs or RIAs office for in-person meetings as warranted
  • Works with Marketing and Client Communications in helping to craft appropriate messaging in terms of the various MAS platform solutions that we offer
  • Serves as a subject matter expert in terms of MAS platforms for both IMs and RIAs
  • Understands the basic competitive landscape and has the ability to articulate the TD Ameritrade Institutional MAS value proposition
  • Assists Senior Product Manager for second level support of key relationships in the turnkey asset management / UMAX provider as well as OCIO realm
  • Effectively analyzes situations, applying managed accounts knowledge of relevant products and services to resolve matters and refers advisors to appropriate platform providers
  • Offers Managed Account Solution specific sales and business transition support when needed; On occasion might be asked to fully own the sales lifecycle for smaller prospects
  • Works closely with the MAS Service team as needed
  • Expected to coach the MAS Sr. Product Specialist and other team members (e.g., an intern) when necessary
  • Coordinates and performs introductory platform demos of UMAX as needed in the sales and business transition support process
  • Investment manager on-boarding tier 1 escalation (e.g., ability to describe, define and defend the firm’s overall on-boarding requirements)


  • Needs at least 4 years of experience within the financial services industry
  • Bachelor’s degree preferably in Finance but other Liberal Arts disciplines will be considered based upon work experience.
  • Ability to demonstrate excellent organizational skills (oral and written) and the ability to excel at details, multi-tasking and working under pressure. 
  • Experience in the use of Microsoft Office (Excel, PowerPoint, Word), Salesforce, Veo, WealthIQ,
  • Needs to be able to demonstrate excellent teamwork skills and incorporate TDA's Core Values and Better Begins With Me philosophy.
  • Military education or experience may be considered in lieu of civilian requirements listed

Sign Up for Job Alerts

Interested InSelect a job category from the list of options. Search for a location and select one from the list of suggestions. Finally, click “Add” to create your job alert.

  • Client Services, Jersey City, New Jersey, United StatesRemove
  • Client Services, Fort Worth, Texas, United StatesRemove
  • Client Services, San Diego, California, United StatesRemove
  • Institutional, Jersey City, New Jersey, United StatesRemove
  • Institutional, Fort Worth, Texas, United StatesRemove
  • Institutional, San Diego, California, United StatesRemove
  • Finance and Accounting, Jersey City, New Jersey, United StatesRemove
  • Finance and Accounting, Fort Worth, Texas, United StatesRemove
  • Finance and Accounting, San Diego, California, United StatesRemove

Your Saved Jobs

You have not saved any jobs.

About TD Ameritrade.

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

© 2014 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

Read More

All about growth.

By virtue of what we do, our world is filled with numbers. Here are just a few that we believe best describe TD Ameritrade at its finest.

  • 5,900 Full-time

    Graphic 2 people
  • 100+Branches
    in 34 States

    Graphic 2 people
  • 96,000 Hours Volunteered to
    Community Programs

    Graphic 2 people