Relationship Manager

Relationship Manager

We’re Chandler Asset Management, an employee‑owned, independent financial services company focused on managing taxable fixed income portfolios. We manage over $45 billion in assets, emphasizing active management, quantitative analysis, and qualitative insights.

The Relationship Manager fosters both new and existing client relationships. The role blends strategy and action: active participation in conferences, persuasive presentations, and insightful inputs on proposals. It requires proactive identification and tracking of sales opportunities in Salesforce, playing a pivotal role in business development, setting and pursuing objectives for specific territories, offering constructive feedback to peers, and handling objections professionally.

The role manages client expectations and navigates complex client situations with tact and diplomacy.

The essential functions of the role include, but are not limited to the following:

• 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.

Job qualifications:

Education: Bachelor’s Degree in Business Administration, Finance, or a related field is required. Series 63 & Series 7 certification is strongly preferred.

Industry

Experience:

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 is highly beneficial.

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

Travel: Willingness to travel up to 30 % of the time. Ability to spend 50 % of the time outside the office for meetings and events.

Communication

Skills:

Must possess excellent verbal, written, and presentation skills. Should have the ability to tailor communication effectively to different audiences.

Problem‑solving: Should have the ability to professionally and diplomatically overcome objections. Demonstrated success in managing challenging client situations is required.

Additional

Skills:

Strong analytical and strategic thinking skills. Ability to work independently and as part of a team. Strong organizational and time‑management skills.

• 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