Managing Director InterLINK Relationship Manager - Concord California

Company: VirtualVocations
Location: Concord, California
Posted On: 11/21/2024

A company is looking for a Managing Director, InterLINK Relationship Manager.



Key Responsibilities

Interface regularly with interLINK clients and build positive relationships
Identify business growth opportunities and oversee the resolution of customer complaints
Conduct client review meetings and monitor relevant industry news


Required Qualifications

College graduate
15+ years of experience in financial services with knowledge of cash management
In-depth knowledge of broker dealer, clearing, custody, and RIA space
Sales/sales support experience with a strategic mindset
Proven ability to cultivate and maintain strong relationships More...

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