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Relationship Manager I

Quick Facts

San Diego, California ID# 2017-11401 Regular Full-Time First Level Professional

Role:

 

Here at TD Ameritrade everything we do is centered on our Core Values and our mission to be the better investment firm for today’s investor.  People Matter  means we value and welcome diversity and want to inspire one another to reach our full potential.  Being Client Centric ensures we anticipate what our clients value and need.  Integrity First.  Period.  Making sure we’re honest and straightforward and accountable for our actions.  We Work Together to share information and inspire and challenge one another to be better.  Striving to Win means we have a bias for action.      

We are looking for service minded individuals to support independent Registered Investment Advisors (RIAs) and their clients in a fast paced and growing organization. The Registered Investment Advisors you will support manage assets from $10 million to multi-billions. These RIAs shape the financial future of their clients by offering investment guidance and portfolio management. As a Relationship Manager you will not only gain valuable industry experience but you will take part in helping our RIAs shape their clients’ future.

Take a look at how you will help our RIAs make an impact!  The Human Finance Project

Responsibilities:

As a Relationship Manager you will help drive our industry leading service culture by:

  • Handling incoming advisor and client phone calls to provide operational expertise, share industry and organizational best practices, troubleshoot complex situations and resolve service issues
  • Acting as a liaison between our internal support teams, including Sales, Risk Management, Trading, Retirement Accounts, Technology etc, and our advisors and clients
  • Educating advisors and clients on processes, services and procedures of the TD Ameritrade platforms
  • Working together with our clients to problem solve and create a positive client experience
  • Communicating and listening to create lasting business relationships

At TD Ameritrade we believe our associates are the heart of our business.   As a Relationship Manager  you will:

  • Participate in a training program developed to equip you with the knowledge and confidence needed to succeed
  • Gain financial services and RIA knowledge
  • Develop and nurture business to business relationships
  • Be provided with company sponsored training to obtain the Series 7 and
    Series 63 licenses

Requirements:

What you will bring:  

  • An eagerness to learn and stay current on RIA industry trends through an interest in new technologies, demographic shifts, industry regulations and practice management topics.
  • 2-3 years of demonstrated transferable customer service or relationship management skills
  • Outstanding communication and listening skills
  • Demonstrated ability and desire to prospect and nurture relationships and creatively provide solutions
  • Bachelor’s degree or equivalent work experience
  • Series 7 & 63 licenses preferred or must be obtained according to the company licensing policy

 

Learn more about our Competitive Total Rewards and how we value Diversity.

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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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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
    Employees

    Graphic 2 people
  • 100+Branches
    in 34 States

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

    Graphic 2 people