JOB BOARD: National Relationship Manager, Corporate Services, E*Trade, Sandy, UT

https://career.etrade.com/job-search/job-description/National-Relationship-Manager-Corporate-Services-job-Sandy-Utah-4318878

Job Title: National Relationship Manager - Corporate Services
Location: Sandy, UT, USA
Job ID: IRC77152
Post Date: 03/15/2014
Detailed Description
THE COMPANY
E*TRADE Financial Corporation, the online investing & trading pioneer, with 4.5 million accounts and over $200 billion in customer assets, is continuing to reinvent the online trading industry. Our unique culture of innovation creates an environment where you will be continually learning and challenged to develop your career.

SUMMARY
A National Relationship Manager (NRM) at E*TRADE Financial Corporate Services is responsible for managing the firm's relationships with existing Private and Emerging Market corporate clients. The NRM is E*TRADE's key liaison to the client and is responsible for ensuring that all contact points with E*TRADE are seamless and that the client is highly satisfied with our offering and service levels across product, training, operations, service, and our retail division.
The NRM, with appropriate training, must be an expert in equity comp plans and the E*TRADE equity comp product and service model. They are responsible for developing strong relationships with contacts at all levels within the corporate client organizations as well as renewing and broadening existing client contracts at profitable price points in line with the firm's pricing policy.
The relationship management aspects of the role may include performing product demonstrations, explaining our service model and the implementation/migration process, performing onsite or WebEx training for the stock plan administration team or participants. Other outreach methods may include supporting a client's benefits fair or facilitating education days for client participants on either stock plans or investment planning by E*TRADE's corporate services financial consultants. NRMs are also expected, from time-to-time, to travel to client sites, and attend industry and E*TRADE-sponsored client events. Client contacts must be documented properly in our client relationship management system, Salesforce.com.
The NRM must operate in a manner that is consistent with the risk policies, procedures and guidelines established internally at E*TRADE Financial in addition to the external regulatory bank/brokerage environment. The NRM must be able to anticipate and proactively manage risk, escalating key issues as needed. This is accomplished by working with pertinent stakeholders to evaluate service and operational solutions, understanding the revenue and business model to ensure relevant contract and commission pricing, and understanding and effectively communicating the distinction between the corporate client relationship and the relationship that exists between E*TRADE Securities and the employee. This position will report into the Regional VP.

RESPONSIBILITIES
● Work closely with Corporate Services Group colleagues and other internal partners/resources (Client Service, Participant Service, Executive Services, Implementation, Marketing, Product Development, Legal, etc.) to ensure the successful roll-out and ongoing delivery of E*TRADE's products and services to clients
● Become the "go-to" point of contact who has the best understanding of the client's and prospect's overall needs and preferences share with internal partners to provide the client/prospect with a seamless service experience (either through use of internal CRM system or by forging strong working relationships with colleagues in clearing, operations, client or customer services
● Educate current clients on the full outsourcing and partial outsourcing equity compensation administrative solutions we provide which include but are not limited to: ESPP - employee stock purchase plans, SOP - stock option plans, RSA - restricted stock award plans, RSU - restricted stock unit award plans, and SAR - stock appreciation rights
● Partner effectively with E*TRADE Retail Branch representatives to educate current clients and their employees on E*TRADE's brokerage service offerings such as Financial Consulting and Retirement Planning
● Utilize extensive business and industry knowledge to build long-term relationships and develop relevant strategic partner relationships that address their client's needs
● Maintain high level of understanding of E*TRADE's Corporate Services Equity Edge Online product and various service models, as well as a strong understanding of the firm's broader capabilities by attending all necessary training sessions
● Maintain a high level of understanding of E*TRADE's client relationship management system, Salesforce.com, including keeping pipeline and contact information and meeting notes up to date

REQUIREMENTS
EDUCATION, CERTIFICATION, TRAINING REQUIREMENTS
● Bachelor's degree required
● Series 7 and 63 registration required or obtained within 90 days
DESIRED EXPERIENCE
● At least 5 years' financial services or business to business relationship management experience
● Independent, self-motivated and success driven, yet able and willing to take direction
● Knowledge of investment industry and equity compensation marketplace preferred
● Highly developed presentation and facilitation skills gained in a client-facing environment
● Excellent oral and written communications skills
● Strong organizational skills and attention to detail
● Strong collaborative skills and organizational abilities

We offer a competitive and comprehensive benefits package. Please visit https://career.etrade.com/why-work-at-etrade/employee-benefits to learn more about the opportunities.
E*TRADE Financial is an EQUAL OPPORTUNITY EMPLOYER