More than 30 years ago, E*TRADE pioneered the online brokerage industry by executing the first-ever electronic individual investor trade. While the landscape of our industry has changed dramatically, our culture of innovation and drive to make online trading accessible to everyone continues to drive us forward. We believe in challenging the status quo, fostering an environment of curiosity and learning, and, above all, putting our customers first.
The E*TRADE Advisor Network Senior Relationship Manager (SRM) is responsible for managing the firm’s relationships with existing advisors in the Network. The SRM is E*TRADE’s key liaison between E*TRADE’s Branch Network and TCA by E*TRADE, and is responsible for ensuring that all contact points with E*TRADE are seamless and that the advisors are highly satisfied with our offering and service levels across product, training, operations, service, and our retail division.
The SRM is responsible for developing strong relationships with contacts at all levels within the advisor organizations as well as renewing and broadening existing advisor agreements. The relationship management aspects of the role may include explaining our service model and the implementation/migration process, as well as performing onsite or WebEx training for the advisors’ administration teams. SRMs are also expected, from time-to-time, to travel to advisor sites, and attend industry and E*TRADE-sponsored advisor events.
The SRM will also ensure that the Financial Consultants in the Branch Network are fully prepared and trained to appropriately refer customers to the E*TRADE Advisor Network.
The SRM must operate in a manner that is consistent with the risk policies, procedures and guidelines established internally at E*TRADE Financial in addition to the external regulatory bank/brokerage environment. The SRM must be able to anticipate and proactively manage risk, escalating key issues as needed.
EDUCATION, CERTIFICATION, TRAINING REQUIREMENTS
We offer a competitive and comprehensive benefits package. Please visit https://www.etradecareers.com/why-work-at-etrade/employee-benefits/ to learn more about the opportunities.
E*TRADE Financial is an Equal Opportunity Employer who encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, disability, citizenship, marital status, sexual orientation, gender identity, military or protected veteran status, or any other characteristic protected by applicable law.