Relationship Manager
Posted 12 days ago
integrity windowsScottsdale (AZ)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice
SENIORITY
Mid
About the role
Relationship ManagerRelationship 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 relationshipsManage and utilize database for contact trackingGain understanding of Quantum products/services and competitive landscapeAct as Liaison between advisor and all departments within QuantumCoordinate conference calls and webinars and all advisor/team travelAssist with onsite events for your teams clientsAct as an admin for sales executive of your teamQualifications:1-3 year Admin experience in a professional environmentExcellent communication skills, follow up and attention to detailsIndustry experience not required, but financial industry experience a plusMust be available to work in the office (not remote)
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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