Role details

Assistant Vice President

New York   •   USD90,000 - USD100,000   •  Permanent

Bullet points

  • Relationship Manager Needed for Financial Securities Firm on Wall Street
  • Seeking a Professional with 3 plus years of financial account management success

About Our Client

My client is at the very center of the U.S. Securities Industry. With offices in New York and Washington D.C. they represent banks, asset managers and broker dealers by providing access to capital markets. By providing this access they've raised over $2.5 trillion for businesses and municipalities in the U.S., serving clients with over $20 trillion in assets and managing more than $67 trillion in assets for institutional clients and individuals.

Job Description

  • Developing member retention strategies and programs across all classes of my client's membership. This includes broker/dealers, banks, asset managers and associate members;
  • Developing unique benefit/retention programs for individual verticals within each of the membership segments (e.g. independent contractors, insurance companies, start-up technology firms, premium associate members);
  • Assist in building membership through recruitment of new members, including broker/dealers, banks and asset managers
  • Establishing targeted membership communication programs - providing select information of interest custom tailored by membership category;
  • Meeting and exceeding annual membership retention and recruitment goals;
  • Fostering client relationships with key contacts of member firms, ultimately resulting in enhanced participation across the Association;
  • Planning and coordination of all member engagement visits, this includes development of briefing materials for CEO and senior management, general staff and member engagement personnel;
  • Leading special projects and analyses - key contributor to annual business

The Successful Applicant

  • Bachelor's Degree, 4+ years of relevant work experience and general securities industry knowledge required; MBA preferred;
  • Excellent communication and interpersonal skills with both internal and external professionals - including strong sales initiation and presentation skills;
  • Demonstrable systems experience - MS Office suite of products (Excel, Word, PowerPoint), relationship management databases and reporting tools;
  • Analytical skills combining both detailed and big-picture views - strategic thinker;
  • Self-starter who can work effectively with minimal supervision and is comfortable making recommendations and decisions;
  • Client service focused - responsive to members;
  • Ability to use detailed information to make high-level decisions and assist in overall strategy;
  • Travel required.

What's on Offer

  • Competitive Salary
  • Excellent Benefits Package - 401K Plan, Medical, Dental & Vision
  • 15 days PTO
  • Commuter Benefits
  • Collaborative Working Environment

Apply for this job

Click the Apply or LinkedIn button below or contact Sam Rouan quoting job reference 1210695
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