Fancy helping to shape the future of FinTech?
We have always been innovators. In 1996 we were the first company to share exchange rate information, free of charge on the internet. Today, we are a world leading online trading group.
Join us to:
- Help build the future of online trading
- Be part of a culture driven by integrity and global impact
- Become part of an award-winning company - check out our full list of awards here
We are only as good as our people. Luckily, our people are the best. Join us!
How do we work?
The Relationship Manager will be responsible for driving revenue by the onboarding, retaining and reactivation of High-Value Clients (HVC). This will involve not only providing exceptional service to our existing clients but developing and growing a book of top tier clients through referrals and reactivation of dormant accounts. The role requires candidates to build strong relationships with clients as well identifying opportunities to grow new business. A large part of these sales activities will take place over telephone calls and via emails to prospective and existing clients.
We work in a hybrid model - we'd love to meet you in the Chicago office 2 days per week.
In this role, you will:
Grow a book of HVCs: Develop a pipeline of High-Value Clients from prospective leads and convert existing clients to HVCs status
Client retention: Identify and address client needs. Engage clients with the full suite of OANDA products while educating clients about the markets and leveraged trading.
Develop volume and AUM: Grow trading volume and assets under management for high-value clients and potential high-volume clients
Customer centric solutions for HVCs: Proactively engage in outbound client communications and manage inbound communications on product, regulatory and account related updates
Achievement of KPIs: Identify initiatives to assist in achieving business goals, meet or exceed all assigned key performance indicators (KPIs) as well as add value to the team success.
Coordination with accounts team: Work closely with the new account department to ensure a smooth on-boarding process for new HVCs.
Operational Compliance: Keep up to date with regulatory rules and training. Ensures all sales and service practices abide by outlined policies and code of conduct.
What skillset you need, to be successful in this role:
Qualifications:
Bachelor's degree, and at least 3-5 years of relevant sales experience in financial services and/or a highly regulated environment.
Proven industry experience.
Has or can obtain Series 3 & 34 licenses.
Proficiency in the use of MS Office, Google Suite, and experience in Salesforce would be an asset.
Passionate about Forex trading and enjoys discussing the financial markets.
Demonstrated desire and willingness to continue to upgrade skills and training with regards to financial markets.
Skills:
Proven sales track record in a financial sales environment.
Relationship management: Works with others and forges productive working relationships with clients and team members.
Planning and Organizing: Works independently to prioritize tasks that are the most important in the present moment. Plans, organizes, and schedules tasks to stay aligned with the business and clients needs.
Problem-solving: Can identify problems and resolve them in a quick, effective, and seamless manner.
Action Planning: Self motivated and able to work consistently at a high level both independently and in a team environment.
Communication: Can clearly and articulately communicate information over the phone as well as in written mediums.
Customer/Client focus: Can apply narrow focus on fulfilling the needs of customers. Works towards delivering quality experiences that aligns with a premium experience.
Behavioral Competencies:
Customer Focus: Builds strong customer relationships and delivers customer-centric solutions. Solicits customer feedback and data; conveys a clear understanding of the level of service the team is providing; takes action when standards are not met by the team; aligns business processes with customer needs.
Manages Complexity: Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. Consistently looks at complex issues from many angles; obtains a rich and deep understanding; swiftly cuts to the core issue; skillfully separates root causes from symptoms.
Plans and Aligns: Plans and prioritizes work to meet commitments aligned with organizational goals. Outlines clear plans that put actions in a logical sequence; conveys some time frames. Aligns own work with relevant workgroups. Takes some steps to reduce bottlenecks and speed up the work.
Communicates Effectively: Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. Listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.
Business Insight: Applies knowledge of business and the marketplace to advance the organization's goals. Clearly understands how own activities relate to critical business drivers. Monitors business news and market changes for impact on the business or on their own expertise area; uses this to shape decisions.
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At OANDA, to help us efficiently process applications, we use AI-driven tools to help source and rank candidates based on professional experience and skills. While these tools provide recommendations, our recruitment process remains human-centric: all final shortlisting and hiring decisions are made by OANDA team. You have the right to request a human review of your application.
OANDA Global Corporation is a diverse and global team with offices around the world. We value the unique skills and experiences each individual brings to OANDA. We are committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.
Learn more about our culture here.
Review OANDA Privacy Policy and learn more about how we treat your personal data and protect your privacy.
Skills Required
- Bachelor's degree
- 3-5 years of relevant sales experience in financial services or a highly regulated environment
- Proven industry experience
- Series 3 license or ability to obtain it
- Series 34 license or ability to obtain it
- Proficiency with Microsoft Office and Google Suite
- Salesforce experience
- Passion for Forex trading and financial markets
- Willingness to continue financial-markets training and skills development
- Proven sales track record in a financial sales environment
- Strong relationship management, communication, planning, problem-solving, and customer-focus skills
What We Do
Everyone at OANDA is focused on our vision to transform how our customers can meet all their currency needs. From our roots in 1996 that provided free currency exchange information to launching a multi-award winning global FX and CFD trading business to our recent new venture of money transfer. OANDA is now a major global player. Innovation has been at the heart of everything we do and our approach is to pioneer intuitive, user-friendly products supported by our great customer service ethos. We’ve come a long way since our first data feed went live in 1996, and we still have so much more that we want to achieve. Substantial funding has facilitated our exceptional growth. In 2007 we received $100M USD in Series B funding and in 2018 were acquired by CVC Capital Partners Asia Fund IV. For more information, please visit oanda.com. You can follow us on Twitter, Facebook, or YouTube. Leveraged trading is high risk and may not be suitable for everyone as your losses may exceed your investment.
