Relationship Manager (St. Louis, MO)

Lewis James Professional

Relationship Manager

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Relationship Manager for a direct hire opportunity with a financial services client.


  • Review, monitor and manage the entire relationship provided to the broker client.
  • Act as the primary point of contact between the broker client, operations, and technology teams.
  • Complete initial and ongoing due diligence and analyze and resolve problems in a timely manner.
  • Support internal client base, provide management reporting, and manage internal database and reporting systems.
  • Collaborate with technology teams to develop and enhance software offerings.
  • Work with operations team to ensure quality control standards are met.
  • Develop and implement an onboarding plan for new broker clients by working with internal teams.
  • Support the entire RM team so that the client experience is seamless when another team member is out.
  • Review and approve material and information for distribution to broker clients and shareholders.


  • Bachelor’s degree in business or related field.
  • 3-5 years of experience.
  • Experience marketing in a B2B environment.
  • Knowledge of broker-dealer operations and proxy processes.
  • Knowledge in Microsoft Suite.
  • Strong verbal and written communication skills.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_3591. You may also send a copy of your resume to: and enter only the following job code in the subject line: BHJOB11837_3591. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V