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RIA Sales/Relationship Manager - Market Leader (West Coast - California/Washington)

Deutsche Bank
life insurance, parental leave, 401(k), retirement plan
United States, California
Dec 25, 2024
Job Description:

Employer: DWS Group

Title:RIA Sales/Relationship Manager - Market Leader (West Coast - California/Washington)

Location: Remote

Job Code: #LI-LV1 #LI-03

About DWS:

Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.

Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment.

We're looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That's why we are 'Investors for a new now'.

As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to develop new skills, make an impact and work alongside some of the industry's greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career.

This is your chance to invest in your future.

Team / division overview

The DWS US Wealth team is responsible for the advancement, promotion, and growth of DWS's Active, Passive, and Alternatives strategies with financial advisory clients across intermediary Wealth channels across the Americas.

Role Details

As a Regional Sales Specialist for the US Wealth team, you will:

  • Develop and maintain business relationships with financial advisor professionals in the sales territory

  • Maintain a high-level understanding of DWS's wide range of investment products and global investment views

  • Distribute Active, Passive, and Alternative solutions to DWS's most important clients

  • Manage and leverage relationships to gain access and referrals within each target team as identified by the seeker and DWS business intelligence

  • Work with all of the resources of DWS including Exchange Traded Fund (ETF) Specialists, Alternative Specialists, Key Account Managers, Internal Sales Consultants [wholesalers], and Product Specialists to achieve sales targets across multiple product lines

  • Deliver the DWS value proposition as a way to deepen and develop ongoing business relationships with target clients

We are looking for

  • Proven Investment Sales experience with a strong personal network to relevant financial advisor professionals across the relevant territory

  • Ability to maintain/develop client relationship, preferably across multiple asset classes

  • Strong product knowledge capable to explain and discuss a range of investment strategies

  • Able to prioritize the key initiative across a broad range of opportunities and relationships

  • Excellent communication skills and strong interpersonal skills - be able to build the trust and confidence of clients

  • Educated to degree level with relevant experience in Investment/Asset Management or Financial Services

  • Good project management skills and ability to work autonomously

  • Series 7/63 preferred

What we'll offer you:

At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves sand it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you'll have access to a range of benefits which you can choose from to create a personalised plan unique to your lifestyle. Whether you're interested in healthcare, company perks, or are thinking about your retirement plan, there's something for everyone.

The salary range for this position in New York/California is $99,000 to $208,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.

Some of our core benefits:

  • Competitive Salary and Matched 401K Savings Plan

  • Generous Paid Time Away plus Bank Holidays

  • Physical and Mental Health Well-Being benefits including (but not limited to) Health & Life Insurance Plans and the support of trained Mental Health First Aiders

  • Family friendly benefits including generous parental leave packages (supporting all variations of family set-ups), to healthcare plans and travel insurance

  • The opportunity to support our CSR strategy which is focused on combatting climate change & achieving greater social justice. You can make donations to our partnered organisations or take part in corporate volunteering opportunities in your local communities by providing on hand support.

DWS' Hybrid Working model is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Each business group varies on the split between time spent in the office and at home, but this will be discussed and made clear as part of your application and interview process. We will continue to review and evolve our working environments and methods to ensure that we are working in the best way possible for our people.

If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you.

Privacy Statement

The California Consumer Privacy Act outlines how companies can use personal information. Clickhereto view DWS' Privacy Notice.

Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

VisitInside Deutsche Bankto discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides.

We are an Equal Opportunity Employer - Veterans/Disabled and other protected categories. Click these links to view the following notices: EEO is the Law poster and supplement; Employee Rights and Responsibilities under the Family and Medical Leave Act; Employee Polygraph Protection Act and Pay Transparency Nondiscrimination Provision.

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