Relationship Manager

Overview

Description

We’re Chandler Asset Management, an employee-owned and independent financial services company; our concentration centers on managing taxable fixed income portfolios that are aligned with our institutional clients’ needs. We manage over $45 billion in assets and believe in the philosophy of creating value and managing risk with active management, using robust quantitative analysis and qualitative insights.

Great People with Great Values. Integrity, service, excellence, education and teamwork are the values that define the culture at Chandler Asset Management.

In addition to our core values, our culture is defined by 27 fundamental behaviors that describe our culture, set us apart and drive our success. From the beginning, we’ve always wanted to deliver total piece of mind through extraordinary performance. We believe our extraordinary performance and culture are driven by our dedicated and committed people.

The Relationship Manager is responsible for fostering both new and existing client relationships. This role involves a blend of strategy and action, including active participation in conferences, delivering persuasive presentations, and providing insightful inputs on proposals. The position calls for a proactive approach to identifying and tracking sales opportunities within Salesforce, and playing a pivotal role in business development efforts. The Relationship Manager will set and pursue objectives for specific territories, offer constructive feedback to peers, and adeptly handle objections in a professional manner.

This role effectively manages client expectations and navigates through 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.

This Team Member will have:

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…