Relationship Manager

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 $70,000-95,000, 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