Relationship Manager

Job Category : Group 2:
Professional & Technical

Requisition Number : RELAT
002075

• Posted :
  August 6, 2026
• Full-Time

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With more than 140 Member Firmslocatedprimarily across the United States, M Financial is one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.

Role Summary :

The Relationship Manager serves as the primary, regionally aligned point of contact for assigned Firms, helping them navigate M Financial Group's offerings, connect with the right internal resources, and receiveaconsistent, high-touch service experience. The Relationship Manager also leads and coordinates the onboarding of new Member Firms, Affiliate Firms, Marketers, and Firm personnel, ensuring a seamless transition into the M community and its service platforms.

The Relationship Manager builds trusted relationships with Firms, understands operational and growth needs, advocates for Firm interests across strategic and tactical issues, and coordinates cross-functionally across all internal teams. The role owns follow-through by tracking inquiries,monitoring commitments, managing onboarding and transition initiatives, escalating obstacles when appropriate, and helping ensure Firm expectations are met.

Responsibilities:

• Serve as the primary relationship manager and regionally aligned point of contact for assigned Firms.
• Build trusted relationships by understanding Firm goals, operational needs, and growth opportunities.
• Partner cross-functionally across business units to advocate for Firm interests, support Firm success, and deliver a seamless service experience.
• Lead and coordinate transitions for Member Firms, Affiliate Firms, Marketers, andfirm personnel—including new firm/individual onboarding, departures, ownership changes, and organizational updates.
• Connect Firms with appropriate Mresources, solutions, subject matter experts, and best practices.
• Monitor, track, and resolve Firm inquiries, ensuringtimelyfollow-through, accountability, and communication.
• Facilitate adoption of M programs, service platforms, and strategic initiatives.
• Identify and escape service gaps and improvement opportunities while sharing Firm feedback, trends, and insights with internal stakeholders.
• Maintainaccuratedocumentation of Firm interactions, activities, commitments, and project within Salesforce and other tracking systems.
• Support collaboration, networking, and knowledge sharing across the Firm community.
• Contribute to process improvement initiatives that enhance operational efficiency and overall
  
  Firm experience.
• Stay informed on M resources, industry trends, and business practices to provide effective guidance and support.
• Own the end-to-end relationship lifecycle, ensuring Firms receive a consistent, proactive, and high-touch experience throughout their engagement with M.

Qualifications:

• Bachelor's degree or equivalent experience; business, marketing, financial services, operations, or related field preferred.
• Ideallysevenyearsormoreofrelevant experience managing complex stakeholder relationships, preferably in financial services, insurance, broker-dealer/RIA, or wealth management.
• Knowledge of relationship and project management principles and the ability to coordinate complex initiatives across multiple stakeholders.
• Proficiency with Microsoft Office Suite and experience using CRM or tracking systems;
  Salesforce experience preferred.
• Strong written andoralcommunication skills, including prompt responses, clear documentation, and professional follow-up.
• Strong organizational, follow-through, time management, and prioritization skills with the ability to adjust quickly in a fast-paced, high-demand environment.
• Demonstrated ability to own outcomes, track commitments, resolve issues, and escalate appropriately when barriers arise.
• Consultative mindset with the ability tothink critically and understand Firm needs, connect resources, share best practices, and support adoption of M solutions and service platforms.
• Teamplayer with a positive, solutions-oriented attitude and the ability to navigate ambiguity, change, and competing priorities.
• Proven…