Relationship Manager

Chandler Asset Management•Denver, CO

7d•Hybrid

About The Position

Chandler Asset Management is an employee-owned and independent financial services company focused on managing taxable fixed income portfolios for institutional clients. With over $47 billion in assets under management, the company emphasizes creating value and managing risk through active management, robust quantitative analysis, and qualitative insights. The company culture is defined by core values of integrity, service, excellence, education, and teamwork, supported by 27 fundamental behaviors. The Relationship Manager role is responsible for fostering new and existing client relationships, involving strategy, active participation in conferences, delivering presentations, and providing input on proposals. The position requires a proactive approach to identifying and tracking sales opportunities in Salesforce, contributing to business development, setting and pursuing territory objectives, offering peer feedback, and handling objections professionally. The role also involves managing client expectations and navigating complex client situations with tact and diplomacy.

Requirements

Bachelor's Degree in Business Administration, Finance, or a related field is required.
Series 65 certification is strongly preferred.
Minimum of 6 years' experience in the industry, with a proven track record in managing client relationships.
Prior experience in a client-facing role within financial services or a related industry is highly beneficial.
Proficiency with CRM software, particularly Salesforce and Microsoft Office.
Willingness to travel up to 30% of the time.
Ability to spend 50% of the time outside the office for meetings and events.
Must possess excellent verbal, written, and presentation skills.
Should have the ability to tailor communication effectively to different audiences.
Should have the ability to professionally and diplomatically overcome objections.
Demonstrated success in managing challenging client situations is required.
Strong analytical and strategic thinking skills.
Ability to work independently and as part of a team.
Strong organizational and time management skills.

Responsibilities

Conduct regular, thorough reviews of company strategies, review fact sheets and changes to maintain a deep understanding of business goals.
Build and maintain strong relationships with clients and prospects, understanding their needs, and fostering trust and reliability.
Develop strategic relationships with key decision-makers in client organizations to effectively align company offerings with client needs.
Represent the company at industry events, enhancing visibility and establishing new industry connections.
Identify and accurately record new business opportunities in Salesforce, ensuring regular updates to reflect developments.
Educate clients about the company’s products and services, enabling informed decision-making.
Prepare and deliver engaging presentations to clients, demonstrating the company's capabilities and relevance to client objectives.
Collaborate on Requests for Proposals and business development initiatives, contributing to the company's competitive positioning and growth.
Set and adjust clear, measurable goals for territories and product lines, aligning with market trends and company objectives.
Coach and mentor team members, enhancing their performance and professional development, while customizing selling techniques to meet unique client needs.