Executive Relationship Manager

What you’d do

Serve as the primary relationship manager for high-net-worth corporate executives, providing white-glove service, product education, trade facilitation, and referrals to Financial Advisors. Full-time role focused on retaining and growing executive client relationships. Found on the employer's careers page on Oct 7, 2026. Apply through the link.

You’ll need

• Minimum 2 years of client service experience
• FINRA Series 7 and 63 (or equivalent)
• Bachelor's degree
• Relationship Management, Stock Plan Services or Premium Services experience
• 1 year of Stock Plan experience strongly preferred