ClientWise is the premier business and executive coaching and consulting firm working exclusively with financial professionals.
We are interested in having a Community Manager join our Dallas headquarters. As a team, we exhibit the following Core Values : Respect, Forward-Thinking, Exploration, Honor Loyalty, Attentiveness, Service & Grit.
Here, you will engage with a team dedicated to serving financial advisors and their teams supporting families for generations, committed to investing in human capital, and building an enduring firm.
What We Are Looking For A growth-minded,natural conversationalist, excellent listenerand target-driven rock star with an entrepreneurial spirit.
We need a self-motivated relationship builder whos passionate about helping others and excels at hunting / prospecting new business while continuing to grow and consult with existing clients.
Responsibilities Build our ClientWise customer base by prospecting a robust pipeline resulting in new opportunities and clients via digital, telemarketing, and introductions, using tried and true, as well as unique and creative methods.
Grow revenue by developing effective meaningful relationships and establish good rapport with existing clients and channel partners.
Responsible for achievement of quarterly and annual sales goals.
Utilize the CRM to ensure activities are documented properly, opportunities are forecasted accurately and adequate information regarding the prospect and / or opportunity is communicated and documented.
Maintain knowledge of market conditions and competitive activities.
Introduce additional professional services to existing clients as needed.
Document client professional business plans.
Requirements 3+ years of Business Development and Sales experience
1+ years of experience of working and partnering with Financial Advisors
Possess an understanding of Enterprise Value language and Practice Management as it pertains to a financial advisory practice
Local to Dallas Area, this position will report to an office full time
Preferred Qualifications Bachelors Degree in Finance, Economics, or Business
Experience with Salesforce or other similar CRM tools
Ability to engage with clients and build rapport over the phone
Tell Us About You! First name *
Last name *
Email *
City *
State / Region *
Are you comfortable working in an onsite setting full-time? *
How many years of Financial Services experience do you currently have? *
Are you willing and eager to make at least 100 dials a day with up to a 2 year ramp to build a book of business? *
What We Offer 401(k) Paid Time Off (PTO) and Paid Holidays Paid Continued Learning and Certifications
J-18808-Ljbffr
Strategic Accounts Relationship Manager
A company is looking for a Strategic Accounts Relationship Manager to forge executive-level relationships within a defined customer base to ensure satisfaction, retention, and growth. Ability to manage customer relationships and drive continuous process improvement. ...
Relationship Manager III - Healthcare Banking
Develops and maintains profitable customer relationships within a targeted market centering around for-profit corporate healthcare products and services companies by coordinating all sales and service efforts. Develops profitable customer relationships within the healthcare market segment by coordin...
Environmental Client Relationship Manager - Oil & Gas
Environmental Client Relationship Manager - Oil and Gas. We are seeking a self-motivated, driven, and hard-working professional that is motivated to build credible relationships with clients, teaming partners, and the community. Working with an energetic and high performing manager, this position of...
Private Banking Relationship Manager
Private Bankers are responsible for business development of professional high net worth individuals and their related businesses, administering loan portfolios, providing clients with wealth management and treasury management solutions, cultivating current relationships, identifying and marketing to...
Sr. Relationship Manager, LIHTC Equity Originator
Relationship Manager; LIHTC Equity Originator. The originator will be responsible for sourcing opportunities, developing and maintaining relationships. You will build deep client relationships with owners and investors of affordable housing properties. We look for people who have a book of business ...
Solar Relationship Manager
Job Posting: Solar Relationship Manager. At Green Bear Solutions, we excel in building strong relationships with our customers and employees. ...
Marine & RV Dealer Relationship Manager (remote)
Aggressively call on potential and existing Marine and RV dealer and broker clients to develop and grow productivity and profitability in lending and non-lending relationships. Develop and implement strategies to improve, maintain and reward existing dealer/broker client relationships. Implement the...
Roofing and Solar Relationship Manager
Are you a proactive individual who aspires to create a meaningful impact? Are you in search of a fulfilling career that not only offers substantial earnings but also long-term growth? Are you looking to build lasting relationships and provide solutions? Join our dynamic sales team at Green Bear Solu...
Pharmacy Relationship Manager
As a Pharmacy Relationship Manager, you will help drive the growth of our company through building and retaining customer relationships. We are now seekingPharmacy Relationship Managers in your area!. What does a Pharmacy Relationship Manager do?. We are currently hiring Pharmacy Relationship Manage...
Uhnw Senior Relationship Manager
Privately held Multi-Family Office seeks Relationship Manager to counsel UHNW clients regarding sophisticated trust, estate, and wealth planning strategies, in addition to various other family office services. ...