• May 2, 2025
• 12:42 pm
  Salary : $60,450 – $75,000
  Job Description
  Location: Remote
  John G. Ullman & Associates, Inc. is seeking an experienced Regional Manager, Relationship Developer to join our Firm. This is an essential position in our company, and will play a significant role in the company’s strategic plans to grow and expand the business.
  This position is designed to be flexible with regards to your work location. We have an on-site work station available for the days you need to be in the office. There also may be days where you have the option to work remotely from your home office. You will work in collaboration with the Chief Executive Officer to determine where you should work on any given day.
  The Regional Manager, Relationship Developer will focus on generating leads using a relationship-based approach that will involve developing strategies to identify, attract, and acquire groups and/or individual prospective clients; developing meaningful relationships with referral sources and prospective clients; marketing the firm’s competitive position as a leader in the industry, the value proposition provided by our services and capabilities, and the strong commitment to our Ethics and Values.
  The firm will provide prospect lists that the Relationship Developer will be responsible for contacting to develop meaningful relationships with prospective clients. In addition to referrals from the firm, the Relationship Developer will be responsible for establishing their own networks and developing meaningful relationships with referral sources and prospective clients.
  Working in partnership with the Chief Executive Officer and the Financial Advisors, the Relationship Developer will develop relationship management initiatives to convert prospective clients into new business for the firm.

QUALIFICATIONS:

• Successful candidates must have a Bachelor’s Degree, a graduate or advanced degree would be preferred; with 5-10 years of applicable experience in field sales; preferably in the financial services or a comparable industry. We are open to considering candidates that have a lower level of education if they have the equivalent in training and experience.
• 5-10 years of applicable experience in field sales; preferably in the financial services or a comparable industry.
• We are open to considering a mid-career or second career candidate who may have previously served as a consultant who is interested in re-entering the private sector. We also will consider candidates who want to make a career change and are interested in transitioning into the financial services industry, and /or candidates who are interested in re-entering the workforce for a second career.
• Candidates must be self-driven, with a high level of intensity, and be motivated to drive business activities to meet performance metrics and have a successful track-record of meeting and/or exceeding their new business development goals and objectives on a consistent basis.
• Must have the ability to leverage current relationships and networks, as well as establishing and managing new relationships and networks with high net worth individuals that can be converted into new business opportunities.
• Candidates must be highly organized, have strong time management skills, and pay close attention to details.
• Must have strong interpersonal skills, and have demonstrated the ability to effectively interact with a wide-range of people.
• Must have experience working with desktop applications (Word, Excel, and PowerPoint); the Outlook application, including scheduling; informational and database systems; and the ability to work with a CRM system.

ABOUT US:

John G. Ullman & Associates is a wealth management firm committed to bringing human connection, attention to detail and trust to every aspect of financial planning. For over 45 years, we have helped clients plan for a lifetime of financial security, creating highly customized financial plans to manage, grow, and protect our client’s wealth. Our team has grown to include a diverse group of expert financial planners, tax professionals, investment researchers, legal professionals and support staff in three separate New York State Locations; including our headquarters located in Horseheads, NY; and branch offices located in Corning, NY, Rhinebeck, NY and Charlotte, NC.

The Relationship Developer will: