Fwainvest is seeking an experienced individual for client relationship management within our Correspondent Clearing Division. This role requires strong presentations skills, strategic relationship management, and a minimum of 10-15 years of experience in financial services. The ideal candidate will effectively communicate, manage escalations, and drive client loyalty while leveraging CCD resources. A Bachelor’s degree and SIE certification are mandatory, along with expertise in investment products for high net worth clients.
#J-18808-Ljbffr
#J-18808-Ljbffr
Remote Division Manager, CCD — Strategic Relationship Lead in town of florida at Unknown Company
This position is listed as full time and onsite.