Relationship Manager

About the Role
The Relationship Manager is responsible for fostering both new and existing client relationships. The role involves a blend of strategy and action, including active participation in conferences, delivering persuasive presentations, and providing insightful inputs on proposals. The Relationship Manager will identify and track sales opportunities using Salesforce, set objectives for specific territories, offer constructive feedback to peers, and adeptly handle objections in a professional manner. The role effectively manages client expectations and navigates through complex client situations with tact and diplomacy.

Responsibilities

Conduct regular, thorough reviews of company strategies, review fact sheets and changes to maintain a deep understanding of business goals.

Build and maintain strong relationships with clients and prospects, understanding their needs, and fostering trust and reliability.

Develop strategic relationships with key decision‐makers in client organizations to effectively align company offerings with client needs.

Represent the company at industry events, enhancing visibility and establishing new industry connections.

Identify and accurately record new business opportunities in Salesforce, ensuring regular updates to reflect developments.

Educate clients about the company’s products and services, enabling informed decision‑making.

Prepare and deliver engaging presentations to clients, demonstrating the company’s capabilities and relevance to client objectives.

Collaborate on Requests for Proposals and business development initiatives, contributing to the company’s competitive positioning and growth.

Set and adjust clear, measurable goals for territories and product lines, aligning with market trends and company objectives.

Coach and mentor team members, enhancing their performance and professional development, while customizing selling techniques to meet unique client needs.

Qualifications

Bachelor’s Degree in Business Administration, Finance, or a related field (required).

Series 65 certification (strongly preferred).

Minimum of 6 years’ experience in the industry, with a proven track record in managing client relationships.

Prior experience in a client‑facing role within financial services or a related industry (highly beneficial).

Proficiency with CRM software, particularly Salesforce, and Microsoft Office.

Willingness to travel up to 30% of the time; ability to spend 50% of the time outside the office for meetings and events.

Excellent verbal, written, and presentation skills; ability to tailor communication effectively to different audiences.

Ability to professionally and diplomatically overcome objections; demonstrated success in managing challenging client situations.

Strong analytical and strategic thinking skills; ability to work independently and as part of a team.

Strong organizational and time‑management skills.

Benefits

Medical, Dental, Vision, HSA & FSA

Life & AD&D

Short‑Term & Long‑Term Disability

Accident & Critical Illness

Employee Assistance Program

Employee 401(k) Plan

ESOP

Employee Discounts

Paid Time Off

Paid Holidays

Fun Company Events

Salary: $110,000 - $150,000 plus bonus

Chandler Asset Management provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage or any other protected classification, in accordance with applicable federal, state, and local laws. Those applicants requiring accommodation to complete the application and/or interview process should contact a management representative.

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