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Registered Relationship Manager

Quick Facts

Southlake, Texas, Fort Worth, Texas ID# 2018-19342 Regular Full-Time First Level Professional

Role:

Service and maintain positive relationships with medium Registered Investment Advisors (RIAs) and their clients.  Advisors serviced typically have assets under management from $30 to $300 million. Broad knowledge of the features and benefits of products and services that TD Ameritrade offers.

Responsibilities:

  • Communicate with Registered Investment Advisors via inbound and outbound phone calls as well as emails
  • Independently addresses clients’ needs to the appropriate extent, referring them to additional resources as needed
  • Retain knowledge of the Advisor Relations client segment which includes knowledge of RIA business models, competitive space, and predominant needs and objectives of advisors
  • Preserve business relationships and expand upon them
  • Carry out advisor instructions in an accurate manner to achieve desired qualitative and quantitative outcomes
  • Effectively analyzes situations, applying knowledge of relevant products and services to resolve matters
  • Probes to cross-sell alternative products, services and investment options
  • Participates in cross training of appropriate level tasks in other functional areas

Requirements:

  • 3 years related experience
  • Minimum 1 year experience working with high net worth clients
  • Must have a thorough understanding of the brokerage business, must keep current with products, services, features and benefits to include industry and market developments
  • Demonstrated ability to work well in high pressure, fast paced situations
  • Displays the confidence, skill and professionalism demanded by this client segment to resolve critical issues in a manner that strengthens the client relationship and mitigates risk for the firm
  • Must have a sense of urgency, ability to multi task, excellent organizational skills, and strong prioritization skills
  • Series 7 and 63 required
  • 2 Year College Degree required
  • Military education or experience may be considered in lieu of civilian requirements listed

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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.

© 2018 TD Ameritrade IP Company, Inc.

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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.

  • 10,000 Full-time
    Employees

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  • 350+Branches
    in 49 States

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  • 18,380 Hours Volunteered to
    Community Programs in 2017

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