About the Role
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
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
