Our 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 Bring
You are:
Goal-oriented with a relentless focus on achieving results
Resilient, balancing personal well-being to fuel business growth
Accountable, with a no-excuses mentality and the humility to continuously self-reflect and grow
Customer-focused, with a vibrant, engaging personality that makes a lasting impression
A relationship-builder, actively growing your client base with 55+ dials and 10-12 new appointments per week
Credible, establishing trust with financial advisors while helping them navigate the complexities of their business
Passionate about the value of coaching, as you build and nurture a book of business
Gritty and entrepreneurial, thriving on challenges, and retaining 75% of current clients while adding 30 new clients and $225k in new revenue per quarter
A flexible team player, wearing multiple hats in a small, dynamic team
A self-starter who takes initiative, digs into client segments, and utilizes Salesforce to track and grow opportunities
Decisive and quick on your feet, navigating client conversations with confidence
Responsibilities
As a Relationship Manager, you will:
Build a strong pipeline of prospective clients through creative outreach methods-digital, telemarketing, and warm introductions
Grow revenue by fostering meaningful relationships with both new and existing clients
Meet or exceed quarterly and annual sales goals
Maintain detailed and accurate records in the CRM, ensuring opportunities are forecasted and tracked correctly
Stay current on market trends and competitive activities to better serve clients
Be a trusted resource in financial advisory practice management and ClientWise content, positioning yourself as a valuable partner to clients
Introduce additional services to existing clients, helping them grow their practices
Who You Are
3+ years of experience in Business Development and Sales
1+ years of experience working with or partnering with Financial Advisors
Strong understanding of Enterprise Value and Practice Management in a financial advisory context
Excellent at building rapport with clients over the phone
Local to the Dallas area and available to work full-time in the office
Preferred Qualifications
Bachelor's Degree in Finance, Economics, or Business
Experience using Salesforce or similar CRM tools
What They Offer
Base salary starting at $70,000-75,000, plus commission and bonus opportunities. OTE $125-150k year one
Comprehensive medical, dental, and vision insurance
Paid parking and gym membership in the office building
401(k) plan
Paid Time Off (PTO) and paid holidays
Opportunities for continued learning and professional certifications