Relationship Manager

About the RoleOur client is seeking an ambitious and tenacious Relationship Manager who thrives on building and nurturing long-term client relationships. This role requires flexibility, as you'll work on the client's schedule, not a standard 9-5. The ideal candidate is someone who thrives in a fast-paced environment and knows that cultivating client trust can take months or even years. Success in this role demands a results-driven attitude, resilience, and a willingness to go above and beyond in order to build and maintain a strong book of business.What You'll BringYou are:Goal-oriented with a relentless focus on achieving resultsResilient, balancing personal well-being to fuel business growthAccountable, with a no-excuses mentality and the humility to continuously self-reflect and growCustomer-focused, with a vibrant, engaging personality that makes a lasting impressionA relationship-builder, actively growing your client base with 55+ dials and 10-12 new appointments per weekCredible, establishing trust with financial advisors while helping them navigate the complexities of their businessPassionate about the value of coaching, as you build and nurture a book of businessGritty and entrepreneurial, thriving on challenges, and retaining 75% of current clients while adding 30 new clients and $225k in new revenue per quarterA flexible team player, wearing multiple hats in a small, dynamic teamA self-starter who takes initiative, digs into client segments, and utilizes Salesforce to track and grow opportunitiesDecisive and quick on your feet, navigating client conversations with confidenceResponsibilitiesAs a Relationship Manager, you will:Build a strong pipeline of prospective clients through creative outreach methods"”digital, telemarketing, and warm introductionsGrow revenue by fostering meaningful relationships with both new and existing clientsMeet or exceed quarterly and annual sales goalsMaintain detailed and accurate records in the CRM, ensuring opportunities are forecasted and tracked correctlyStay current on market trends and competitive activities to better serve clientsBe a trusted resource in financial advisory practice management and ClientWise content, positioning yourself as a valuable partner to clientsIntroduce additional services to existing clients, helping them grow their practicesWho You Are3+ years of experience in Business Development and Sales1+ years of experience working with or partnering with Financial AdvisorsStrong understanding of Enterprise Value and Practice Management in a financial advisory contextExcellent at building rapport with clients over the phoneLocal to the Dallas area and available to work full-time in the officePreferred QualificationsBachelor's Degree in Finance, Economics, or BusinessExperience using Salesforce or similar CRM toolsWhat They OfferBase salary starting at $70,000-75,000, plus commission and bonus opportunities. OTE $125-150k year oneComprehensive medical, dental, and vision insurancePaid parking and gym membership in the office building401(k) planPaid Time Off (PTO) and paid holidaysOpportunities for continued learning and professional certifications

Created: 2025-01-26