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About the Role
The Americas Wealth RIA Enterprise team lead drives the promotion and growth of DWS’s active, passive, and alternative strategies with financial advisory clients across intermediary wealth channels. The role requires deep knowledge of DWS investment products and strategies, the ability to work independently with clients, lead relationship managers and cross-functional internal teams, manage projects under tight deadlines, and deliver presentations with confidence.
Responsibilities
- Driving sales, AUM retention and client relationship management with financial advisor professionals for the Americas Wealth platform
- Lead oversight over key clients in partnership with RMs (Relationship Manager) team
- Manage a team of RMs (Relationship Managers)
- Maintain a high-level understanding of DWS’s wide range of investment products and global investment views
- Work with all 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
Requirements
- Excellent communication & organizational skills
- Strong investigative skills
- Ability to work in a team environment
- Series 7/63
- Series 24 preferred
- CIMA, CFA or other industry designations preferred
Location
- Remote - West
Work Type
- Remote
- Hybrid Working
Education Level
- Bachelor’s Degree Required
Salary/Compensations
- $146,000 to $255,000
Benefits
- Training and development to help you excel in your career
- Flexible working to assist you balance your personal priorities
- Coaching and support from experts in your team
- Access to a range of benefits which you can choose from to create a personalized plan unique to your lifestyle
- Healthcare
- Company perks
- Retirement plan
- Physical, emotional, and financial wellness benefits
About the Company
- 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.
- Read more about DWS and who we are here.
Equal Opportunity
- 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.
- We at DWS are committed to creating a diverse and inclusive workplace, one that embraces dialogue and diverse views, and treats everyone fairly to drive a high-performance culture. The value we create for our clients and investors is based on our ability to bring together various perspectives from all over the world and from different backgrounds. It is our experience that teams perform better and deliver improved outcomes when they are able to incorporate a wide range of perspectives. We call this #ConnectingTheDots.
- Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank’s Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.