E*TRADE Financial Holdings, LLC

Platinum Relationship Manager

Job Locations US-GA-Alpharetta
Posted Date 1 month ago(3/4/2021 2:03 PM)
Requisition ID
Professional Area
Customer Service

Who We Are

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.

About the Role



This high level Relationship Manager (rm) will support and retain E*TRADE Securities most valuable clients. This position will require the collective management of an exclusive book of clients within a small team of brokers. Clients assigned to a specific team will utilize the members of the dedicated team interchangeably, as the high level services provided will be consistent with each RM.



  • The position’s primary objective is to retain our most profitable customers and the residual revenue associated with these accounts. This will occur through comprehensive support, product education, trade facilitation and asset gathering
  • The RM must be totally dedicated to exceeding all client expectations in an effort to retain these valuable HH's and must be capable of meeting specific objectives relating to the retention of their teams book
  • Platinum Relationship managers are required to have a thorough understanding of all E*TRADE products and services and will be responsible for identifying opportunities to refer clients to our Platinum Financial Consultants in order to provide additional advisory solutions
  • Proactively demonstrates asset gathering and household acquisition strategies
  • Must be focused on bottom line performance and constantly looking at ways to improve overall performance, sales, customer satisfaction and entire customer experience


Basic Qualifications:

  • Minimum of 1 year of brokerage experience required or 3 to 6 months E*TRADE Customer Service experience
  • Series 7/63 license required

Preferred Qualifications: 

  • Bachelor’s Degree preferred
  • A minimum of 2 years brokerage experience preferred
  • Must have professional experience developing business as well as establishing relationships with actively trading and/or affluent clients
  • Thorough understanding of the securities industry including equity and option trading
  • Computer literacy including familiarity with online services, PC skills, and technical resolution. Ability to troubleshoot basic to advanced technical problems 
  • Excellent organizational skills, with the ability to handle multiple tasks
  • Ability to work flexible shift assignments 
  • Ability to remain calm, professional, and in control in a volatile business environment
  • Requires strong work ethic, a passion to excel, extraordinary interpersonal skills, and team-orientation
  • Must be dedicated to exceeding the expectations of clients and must have outstanding oral communication, inter-personal, and written communication skills. This will be necessary to provide a superior level of service, satisfaction and to successfully close sales
  • Must have positive and professional customer service attitude
  • Utilize independent decision-making skills to handle and resolve issues. Ability to work independently


E*TRADE, a member of the Morgan Stanley family of companies offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Flexible Spending Account or Health Savings Account, Life Insurance, Disability and other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays, 401(k) and financial wellness plans in addition to other special perks reserved for our employees. Please visit Employment benefits at E*TRADE Financial — explore jobs (etradecareers.com) learn more about our benefit offerings.

EEO Statement

E*TRADE Financial Holdings, LLC 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.


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