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Fwainvest

Remote Division Manager, CCD — Strategic Relationship Lead

town of florida, NY

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About this opportunity

Fwainvest lists this Remote Division Manager, CCD — Strategic Relationship Lead opportunity in town of florida, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Fwainvest is seeking an experienced individual for client relationship management within our Correspondent Clearing Division. This role requires strong presentations skills, strategic relationship management, and a minimum of 10-15 years of experience in financial services. The ideal candidate will effectively communicate, manage escalations, and drive client loyalty while leveraging CCD resources. A Bachelor’s degree and SIE certification are mandatory, along with expertise in investment products for high net worth clients.

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