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Strategic Relationship Sales Manager

Quick Facts

Jersey City, New Jersey, Cincinnati, Ohio, Cleveland, Ohio, Columbus, Ohio, Ann Arbor, Michigan, Birmingham, Michigan, Detroit, Michigan ID# 2017-11901 Regular Full-Time Manager

Role:

At TD Ameritrade people matter. We believe it’s important to help our advisor clients build better businesses. We are looking for someone with an entrepreneurial spirit – a self-starter who likes to positively influence advisors and their businesses. 

As a Strategic Relationship Manager you will be successful by consulting with advisors in Michigan and Ohio to find the right solutions for their businesses.  You will educate and train advisors on the value, and benefits of TD Ameritrade’s Institutional products and services. You will anticipate client needs and business opportunities and proactively consult with the advisor to find the right solutions for their businesses.

 

Responsibilities:

  • Get to know our advisors in order to develop comprehensive solutions for their business.
  • Educate clients on products, services, benefits and features of the TD Ameritrade Institutional platform.
  • Influence positive change in the advisor operations through consulting on industry best practices.
  • Focus on the client experience by being responsive and courteous.
  • Be a student of the industry and stay up to date on new technologies, demographic shifts, and industry regulations to help advisors navigate the future.

Requirements:

We are looking for someone who is a self-starter, has passion and energy to deliver excellent client service, is a problem solver, has a positive attitude, curiosity, and an ability to work in a fast paced and changing environment.

  • Demonstrated transferable sales or relationship management skills from any industry.
  • Passion to help our clients and the team succeed.
  • Series 7 and 63 licenses preferred or to be obtained within 90 days after hire.
  • Superior communication, presentation, interpersonal and listening skills.
  • In-depth knowledge of the advisory business or willingness to learn it.
  • Demonstrated ability to prospect for relationships, nurture and negotiate, provide creative solutions, and relate to people of all levels.
  • Candidates will have a Bachelor's degree or equivalent work related experience.
  • Military education or experience may be considered in lieu of civilian requirements listed.
  • Extensive travel, up to 40%, is required to meet with advisors in Michigan and Ohio.

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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.

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