State Licensed Relationship Manager
Company: VirtualVocations
Location: Vista
Posted on: May 24, 2025
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Job Description:
A company is looking for a Relationship/Product Manager.
Key Responsibilities
Support relationships with sponsor partners, including business
planning
Assist in preparing and participating in meetings with strategic
partners to drive joint initiatives
Identify opportunities to increase investment sales and maintain
current product resources
Required Qualifications
3+ years of experience in Relationship Management with investment
securities or financial services products
Series 7 and Series 66 (or Series 63 and 65) required
Series 24 required or must be obtained within 6 months of
employment
Knowledge of alternative investments, mutual funds, and investment
advisory products preferred
Proficiency in Microsoft Office, particularly Word, Excel, and
PowerPoint
Keywords: VirtualVocations, Covina , State Licensed Relationship Manager, Executive , Vista, California
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