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Division Manager, Great Lakes
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- Under limited direction, uses RIA industry knowledge and demonstrated skills to provide relationship management to the RIA & Custody Services (RCS) Division clients with a focus on driving client loyalty, managing escalations, and growing the client relationships.
- This could also include conference coordination for the RIA & Custody Services (RCS) Division participation.
- Advocates the growth and utilization of the RIA & Custody Services (RCS) Division resources, services, and products throughout the firm.
- Develops marketing campaigns and communications plans to drive increased adoption of the RIA & Custody Services (RCS) Division platform.
- Oversees the development of communication plans for the different components of the RIA & Custody Services (RCS) Division strategy to increase awareness of the platform.
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