Relationship Manager

Tampa, Florida
September 24 2020


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 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 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

*Candidate can sit in Chicago, Tampa, Alpharetta, Jersey City or Sandy*


  • Minimum of 1-year brokerage experience required or 3 to 6 months E*TRADE Customer Service experience
  • Series 7/63 license required
  • Series 66 license required within 90 days


  • Bachelor’s Degree preferred
  • 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

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