Division Manager, CCD

This is a fully remote position, open to applicants in Florida.

📋 Description

• Assists in managing client relationships within a financial organization.

• Acts as a knowledgeable individual contributor supporting strategic client accounts.

• Concentrates on fostering client loyalty, addressing escalations, and enhancing client relationships.

• Collaborates closely with service teams, trading, executive management, technology, and other internal experts to address client issues.

• Identifies opportunities to leverage company resources to secure assets and uphold profitability standards.

• Accountable for developing and sustaining relationships with centralized management of our CCD clients and, to a lesser degree, each firm's financial advisors.

• Creates and presents information to groups, both at headquarters and at conferences.

• Promotes the growth and use of CCD resources, services, and products across the organization.

• Designs marketing initiatives and communication strategies to enhance the adoption of the CCD platform.

• Manages the creation of communication strategies for various elements of the CCD strategy.

• Leads and/or contributes to strategy formulation, analysis of adoption drivers, tool integration, service coordination, and product management for different aspects of the CCD platform.

• Analyzes the competitive landscape to identify potential solutions and relationships with high net worth vendors.

• Oversees development projects aimed at enhancing services and resources, including operational strategies.

• Delivers analysis and reports on key performance indicators.

⛳️ Requirements

• Bachelor’s Degree in finance, marketing, or a related business field.

• A minimum of ten to fifteen (10-15) years of increasingly responsible product management experience in the financial services sector.

• Practical understanding of wealth management and financial planning principles.

• Experience with investment products and services, as well as technology platforms and delivery models for high net worth clients.

• Sales experience is necessary.

• SIE is required unless an exemption or grandfathering applies.

• Series 7 license is required.

🏝️ Benefits

• Medical, dental, and vision coverage.

• Life insurance.

• Critical illness and accident insurance.

• Disability benefits.

• Retirement savings plan.

• Paid time off, including vacation, holidays, and sick leave.

• Parental leave.