Basic Qualifications- Bachelor's degree, or equivalent work experience- Four to seven years of client management experiencePreferred Skills/Experience- Detailed knowledge of business, financials, products/services and the market- Strong relationship building and selling skills- Strong problem-solving skills- Thorough knowledge of account management, project management, operations and logistics- Ability to manage multiple tasks/projects and deadlines simultaneously- Proven customer service/relations skills, including situational leadership and dispute/conflict resolution- Strong presentation, interpersonal, verbal and written communication skills. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.