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Deutsche Bank

Finances businesses and manages personal wealth

Strategic Relationship Manager - Wealth Intermediary Distribution

Account ManagementConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • A bachelor's degree is required.
  • Series 7 and Series 63 licenses are required.
  • CRM experience is required; Salesforce is preferred.
  • Four years of account management or distribution experience in the United States is preferred.
  • Some travel is required.

Responsibilities

  • Support Senior Relationship Managers.
  • Represent Deutsche Asset Management and its services and capabilities to home office personnel at partner clients and prospects.
  • Assist Senior Relationship Managers in constructing strategic business plans with select firms to support distribution efforts.
  • Work with market leaders, ETF and SMA specialists, divisional directors, internal consultants, and other stakeholders to drive market share and visibility.
  • Engage with clients to inform product, wrapper, and overall platform development.
  • Service, maintain, and grow existing assets and brand within partner firms.
  • Secure, interpret, and distribute advisor data to help inform areas of focus.

Desired Qualifications

  • Four years of account management or distribution experience in the United States.
  • Salesforce experience.

About the Company

Deutsche Bank

Finances businesses and manages personal wealth

Deutsche Bank finances companies, governments and individuals through a global banking network rooted in Germany and spanning major financial markets. Its investment bank focuses on bonds and currencies, alongside advice on mergers and raising capital, while its private bank handles household banking and wealth management. Businesses use its cash management, trade finance and lending services to move money and fund operations, and the group manages investment funds through DWS. It earns money from loan interest, transaction and investment fees, and trading activity. Deutsche Bank traces its founding to 1870 and is headquartered in Frankfurt am Main, Germany.

Company size
10,001+
Company stage
IPO
Headquarters
Frankfurt, Germany
Founded
1870

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