Relationship Manager Relationship Manager …

TD Ameritrade
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
TD Ameritrade
in San Diego, CA, United States
Permanent, Full time
Be the first to apply
Relationship Manager
Relationship Manager I California, San Diego/en-US/TDAmeritrade_careers/job/California-San-Diego/Relationship-Manager-I_R-1640/apply


Here at TD Ameritrade everything we do is centered around our Core Values and our mission to be the better investment firm for todays investor. People Matter means we value and welcome diversity and want to inspire one another to reach our full potential. Being Client Driven ensures we anticipate what our clients value and need. Integrity & Trust is making sure were honest, trustworthy and accountable for our actions. Openness & Collaboration ensures we share information and inspire and challenge one another to be better. Meaningful Innovation means we apply new ideas, methods, and use tools to uncover and seize opportunities that creates lasting value for our organization and those we serve.


As a Relationship Manager you will help drive our industry leading service culture by:

  • Handling incoming advisor and client phone calls to provide operational expertise, share industry and organizational best practices, troubleshoot complex situations and resolve service issues
  • Acting as a liaison between our internal support teams, including Sales, Risk Management, Trading, Retirement Accounts, Technology etc, and our advisors and clients
  • Educating advisors and clients on processes, services and procedures of the TD Ameritrade platforms
  • Working together with our clients to problem solve and create a positive client experience
  • Communicating and listening to create lasting business relationships

At TD Ameritrade we believe our associates are the heart of our business. As a Relationship Manager you will:

  • Participate in a training program developed to equip you with the knowledge and confidence needed to succeed
  • Gain financial services and RIA knowledge
  • Develop and nurture business to business relationships
  • Be provided with company sponsored training to obtain the Series 7 and
  • Series 63 licenses


What you will bring:

  • An eagerness to learn and stay current on RIA industry trends through an interest in new technologies, demographic shifts, industry regulations and practice management topics.
  • 2-3 years of demonstrated transferable customer service or relationship management skills
  • Outstanding communication and listening skills
  • Demonstrated ability and desire to prospect and nurture relationships and creatively provide solutions
  • Bachelors degree or equivalent work experience
  • Series 7 & 63 licenses required

Learn more about our Competitive Total Rewards and how we value Diversity.

Posted 2 Days AgoFull timeR-1640 Were in the business of transforming lives and investing for the better. This is not a catchphrase, its our essence. Its a rally cry for everything we do, everything we say, everything we embody. This is the promise we make each day to positively impact our clients, our Associates, our communities, and our shareholders. Because change doesnt happen overnight. It happens in the daily high standards we set for ourselves and our role in the world. This purpose gives us a clear sense of responsibility. As a leadership brand, we utilize our assets, our scale and our people for a greater good.