Relationship Manager
HybridDallas, Texas, United States
Job Summary
Serve as the primary, regionally aligned point of contact for assigned Firms, building trusted relationships by understanding their goals, operational needs, and growth opportunities. Lead and coordinate onboarding for new Member Firms, Affiliate Firms, Marketers, and personnel, ensuring seamless transitions while tracking inquiries and resolving obstacles. Partner cross-functionally to advocate for Firm interests, connect stakeholders with internal resources and subject matter experts, and facilitate adoption of service platforms. Monitor commitments, escalate service gaps, and maintain accurate documentation of interactions within Salesforce. Own the end-to-end relationship lifecycle to ensure a consistent, high-touch experience. Based on-site in Dallas, TX with one day of remote flexibility, requiring approximately 15-20% travel.
Required Qualifications
- Bachelor's degree
- seven years or more of relevant experience managing complex stakeholder relationships
- Knowledge of relationship and project management principles
- ability to coordinate complex initiatives across multiple stakeholders
- Proficiency with Microsoft Office Suite
- experience using CRM or tracking systems
- Strong written and oral communication skills
- Strong organizational, follow-through, time management, and prioritization skills
- Demonstrated ability to own outcomes, track commitments, resolve issues, and escalate appropriately when barriers arise
- Consultative mindset
- ability to think critically and understand Firm needs
- ability to connect resources
- ability to share best practices
- ability to support adoption of M solutions and service platforms
- Team player with a positive, solutions-oriented attitude
- ability to navigate ambiguity, change, and competing priorities
- Proven ability to build rapport and collaborative relationships with external stakeholders, internal colleagues, and cross-functional leaders
- Ability to influence without direct authority
- ability to coordinate outcomes across multiple stakeholders and business units
- This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day per week remotely
- Normal office environment/desk assignment
- Travel approximately 15-20% of the time
Desired Qualifications
- business, marketing, financial services, operations, or related field
- Salesforce experience
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