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Siebert Financial · 5 months ago

Executive Services Relationship Manager

Nashville, TN 37212

Full-time

Onsite

Entry, Mid Level

$70K/yr - $110K/yr

1+ years exp

Siebert Financial is expanding its Equity Plan Services platform with a focus on personalized support for corporate executives. The Executive Services Relationship Manager will be the primary point of contact for executive participants, guiding them through equity compensation plans and providing tailored financial solutions.

FinanceFinancial ServicesInsurance

Responsibilities

Act as a trusted advisor to executives participating in equity compensation programs such as RSUs, stock options, performance awards, and ESPPs

Provide personalized guidance on equity transactions and compensation strategies—from foundational education to advanced planning and execution

Conduct proactive outreach to executive participants throughout key milestones of the equity lifecycle, introducing strategic opportunities to connect with financial advisors

Build and maintain strong relationships with both corporate clients and their executives, identifying ways to deepen engagement and add value

Coordinate across internal teams to ensure accurate and timely resolution of participant needs, drawing on firmwide expertise where appropriate

Maintain a comprehensive understanding of Siebert Financial’s equity and wealth management offerings to deliver tailored, relevant solutions

Ensure all actions align with Siebert’s values of integrity, service excellence, and putting the client first

Qualification

FINRA Series 7 licenseFINRA Series 63 licenseEquity compensation knowledgeClient-facing experienceRelationship ManagementProblem-resolution skillsCommunication skillsCollaboration skills