... the RIA channel. The Sales Executive reports to the Sales Manager. What you'll Do: * Identify ... Attends conventions, conferences, and trade shows as needed; prepares post-event reports and ...
... the RIA channel. The Sales Executive reports to the Sales Manager. What you'll Do: * Identify ... Attends conventions, conferences, and trade shows as needed; prepares post-event reports and ...
Ria Trading information
See Delaware salary details
$14.44 - $17.67
12% of jobs
$17.67 - $20.91
6% of jobs
$22.47 is the 25th percentile. Wages below this are outliers.
$20.91 - $24.15
15% of jobs
$24.15 - $27.38
0% of jobs
$27.38 - $30.62
0% of jobs
$30.62 - $33.86
0% of jobs
$33.86 - $37.10
3% of jobs
$37.10 - $40.33
8% of jobs
The median wage is $41.32 / hr.
$40.33 - $43.57
19% of jobs
$45.39 is the 75th percentile. Wages above this are outliers.
$43.57 - $46.81
21% of jobs
$46.81 - $50.04
16% of jobs
$14
$36
$50
How much do ria trading jobs pay per hour?
What is Ria Trading?
What are the key skills and qualifications needed to thrive as a foreign exchange (FX) trader at Ria Money Transfer?
What are the typical challenges faced by professionals working in a Ria Trading environment, and how can new hires prepare for them?
What is the difference between Ria Trading vs Ria Customer Service Representative?
| Aspect | Ria Trading | Ria Customer Service Representative |
|---|---|---|
| Primary Role | Managing trading activities, analyzing markets, executing trades | Assisting customers, handling inquiries, processing transactions |
| Required Certifications | Financial licenses, trading certifications | Customer service certifications, communication skills |
| Work Environment | Trading floors, financial firms | Call centers, client support offices |
| Industry Usage | Financial trading, investment firms | Financial services, brokerage firms |
Ria Trading involves active market analysis and executing trades within financial firms, requiring specialized trading certifications. In contrast, Ria Customer Service Representatives focus on client support, handling inquiries and transactions, often in call center environments. Both roles are integral to financial services but differ significantly in responsibilities and required skills.
What are popular job titles related to Ria Trading jobs in Delaware?
For Ria Trading jobs in Delaware, the most frequently searched job titles are:
What job categories do people searching Ria Trading jobs in Delaware look for?
The top searched job categories for Ria Trading jobs in Delaware are:
- Wealth Management Operations Manager
- Freelance Financial Advisor Td Bank
- Boutique Wealth Management Firm
- Associate Wealth Advisor Salary
- Online Wealth Management Internship
- Wealth Management Professional
- Project Manager Wealth Management
- Series 65 Registered Investment Advisor Ria
- Ria Chicago
- Wealth Management
What cities in Delaware are hiring for Ria Trading jobs?
Cities in Delaware with the most Ria Trading job openings:
Full-time
Re-posted 21 days ago
Job description
As a Sales Executive you will be accountable for profitable new personal trust business. This includes building and maintaining key relationships with our wire-house Alliance Partners as well as cultivating new relationships in the RIA channel. The Sales Executive reports to the Sales Manager.
What you'll Do:
- Identify potential leads with our partners that fit within our product offering and appetite for both legal and investment risk
- Increase the firm's profitability by cultivating new business relationships and following up on all sales leads and calls
- Grow existing accounts to full potential and generate maximum revenue on a long-term basis
- Conduct new business presentations with financial advisors, partner financial services firms and clients
- Act as an "advisor" for the trust and investment needs of individual customers Identifies and generates new business; develops and delivers sales presentations primarily through third-party financial advisor referrals.
- Review Trust Documents, negotiate agreements and fee schedules
- Develops client relationships including but not limited to sales leads, research, cold calling, qualifying leads, developing leads, and customer service.
- Develops sales documentation including but not limited to spreadsheets, correspondence, sales proposals, presentations, and internal paperwork for new customer proposals and presentations.
- Develops and implements a sales action plan with objectives and strategies to increase revenue and aggressively acquire new accounts.
- Develops an effective sales presentation that is continually tested and used in the field.
- Develops and implements a plan for closing business and maintaining long-term customer relationships.
- Seeks/creates opportunities to expand business with current clients; identifies further business needs and develops and presents solutions.
- Grows existing accounts to full potential and generates maximum revenue on a long-term basis.
- Develops, implements, and maintains procedures that enhance the efficiency of the business development team.
- Attends conventions, conferences, and trade shows as needed; prepares post-event reports and analysis.
What You Bring:
- Bachelor's degree in business administration or equivalent.
- Advanced Degree preferred
- 3 - 5 years financial industry sales experience in Legal, Financial Services and/or trust services
- Knowledge of types of trusts and estate planning strategies is required
- Possesses effective and proven sales experience.
- Strong consultative sales skills, especially to high net worth individuals and their advisors.
- Proven leadership and business acumen skills.
- Well-developed negotiation, project and account management skills.
- Good judgment with the ability to make timely and sound decisions.
- Creative, flexible, and innovative team player.
- Commitment to excellence and high standards.
- Ability to work with all levels of management.
- Strong organizational, problem-solving, and analytical skills.
- Excellent written and verbal communication skills.
- Demonstrated ability to make successful presentations to individuals and/or groups at all levels of an organization
- Ability to work independently and as a member of various teams and committees.
- Ability to calculate figures and amounts such as discounts, interest, commissions, and percentages.
- Proven ability to handle multiple projects and meet deadlines
- Strong interpersonal skillsVersatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.
- JD, CFP, CTFA preferred.
About Kestra Holdings
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Austin, TX, US
Year founded
1997