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Broker Dealer Relationship Manager
AXA Advisors
Charlotte, NC, United States
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Product Manager of investment products – preferably with a background in advisory products.
Specific Responsibilities:
• Managing all aspects of the relationship, from products to business plans.
• Developing and managing business plans for the advisory product line.
• Calculating, billing and collecting marketing revenue support.
• Working with strategic partners to identify opportunities to increase the sale of advisory with AXA Advisors retail channel.
• Working with third party mutual fund sponsors and legal team to negotiate new marketing support arrangements.
• Serving as subject matter expert in specific broker/dealer product offerings.
• Working with due diligence team for reviews of new and existing products.
• Providing subject matter expertise to other teams as needed.
• Manage the Partnership Program including the calculation, billing and collection of marketing support revenue.
• Maintain written supervisory procedures (WSP) related to function.
• Working with due diligence team for reviews of new and existing products.
QUALIFICATIONS:
• Series 7, Series 66 or (Series 63 and 65), Series 24 required within 6 months of employment
• Knowledge of alternative investments, mutual funds, investment advisory products and general securities
• At least 5 years relevant work experience
• Strong Microsoft office skills required, specifically Word, Excel and PowerPoint
• Commitment to learning and expanding knowledge of investment products and industry
ABOUT AXA:
We have been providing stability and reliability to our clients since 1859 to help them live their lives with confidence, to give them peace of mind, and enable them to realize their dreams for their loved ones and their legacy.
As an employer AXA is committed to creating an environment where everyone feels completely comfortable bringing their true selves to work every day. AXA US has been recognized and certified as a great place to work by the Great Place to Work Institute.
We provide our employees opportunities to move within our organization so they can grow their career and skills without ever having to leave AXA. Almost 40% of our open jobs are filled with current employees.
NOTE: AXA participates in the E-Verify program.
In addition to competitive compensation and an outstanding benefits package including 401 (k) and medical programs, we offer the opportunity for continued professional development in a congenial corporate environment.
AXA is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.