COMPANY DESCRIPTION

We have been exclusively retained by a nationally recognized financial services leader to identify a Hybrid Sales and Relationship Manager. This organization is dedicated to helping individuals and businesses build stronger financial futures. Their mission is simple: deliver trustworthy guidance, innovative solutions, and measurable results—all while fostering an inclusive workplace where every individual can thrive.

JOB SUMMARY

We’re seeking a versatile Hybrid Sales and Relationship Manager to drive revenue growth while maintaining exceptional client relationships. In this role, you’ll balance new business acquisition with ongoing relationship management, ensuring both sales targets and client satisfaction metrics are consistently exceeded.
This position is perfect for a relationship-focused professional who excels at both hunting for new opportunities and farming existing accounts, values flexibility, and is committed to building long-term client partnerships that drive mutual success.

• Dual-Focus Sales Management: Balance time between prospecting for new clients and nurturing existing relationships to maximize both acquisition and retention
• Relationship Portfolio Oversight: Manage a diverse portfolio of client relationships, ensuring consistent communication and exceptional service delivery
• Revenue Generation: Drive new business sales while identifying expansion opportunities within your existing client base
• Client Needs Assessment: Conduct comprehensive financial reviews to understand evolving client needs and recommend appropriate solutions
• Strategic Account Planning: Develop and execute account strategies that strengthen relationships and identify growth opportunities
• Client Advocacy: Serve as the primary advocate for your clients, ensuring their needs are met across all service touchpoints
• Sales Process Management: Manage the complete sales cycle from prospecting through closing and onboarding
• Performance Tracking: Monitor both sales metrics and relationship health indicators to ensure balanced success
• Market Engagement: Represent the company at networking events and industry functions to build your professional network