Relationship Manager

Integrity Marketing GroupScottsdale, AZ
Onsite

About The Position

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.

Requirements

  • 1-3 year Admin experience in a professional environment
  • Excellent communication skills, follow up and attention to details
  • Must be available to work in the office (not remote)

Nice To Haves

  • Industry experience not required, but financial industry experience a plus

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

Benefits

  • competitive compensation package
  • benefits that make work more fun and give you and your family peace of mind
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