**Job Summary**

Under limited direction, uses RIA industry knowledge and demonstrated skills to provide relationship management to clients of our Correspondent Clearing Division (CCD) with a focus on driving client loyalty, managing escalations, and growing the client relationships. Works closely with service, trading, practice management, technology, and other internal subject matter experts to build a deep partenrship. Negotiates all aspects of the client relationship. Identifies opportunities to utilize CCD resources to capture assets and maintain profitability standards.

**Essential Duties and Responsibilities**

+ Strategic Relationship Management: Responsible for building and maintaining relationships with centralized management of our CCD clients and, secondarily, each firm’s financial advisors.

+ Strong Presentation Skills: Develops and delivers presentations to groups, both at home office and conferences. This could also include conference co...