Relationship Manager
Job in
Scottsdale, Maricopa County, Arizona, 85251, USA
Listed on 2026-08-11
Listing for:
Integrity
Full Time
position Listed on 2026-08-11
Job specializations:
-
Sales
Client Relationship Management, Customer Success Management
Job Description & How to Apply Below
Relationship Manager
Relationship Managers are responsible for building relationships with advisors through all steps of the onboarding/client engagement process. They assist with building and growing relationships, increasing client engagement.
Responsibilities:
- Cultivate new advisors/agent relationships
- Manage and utilize database for contact tracking
- Gain understanding of Quantum products/services and competitive landscape
- Act as Liaison between advisor and all departments within Quantum
- Coordinate conference calls and webinars and all advisor/team travel
- Assist with onsite events for your teams clients
- Act as an admin for sales executive of your team
Qualifications:
- 1-3 year Admin experience in a professional environment
- Excellent communication skills, follow up and attention to details
- Industry experience not required, but financial industry experience a plus
- Must be available to work in the office (not remote)
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