Relationship Manager

We work in a hybrid model - we'd love to meet you in the Chicago office 2 days per week.

In this role, you will:

• Grow a book of HVCs: Develop a pipeline of High-Value Clients from prospective leads and convert existing clients to HVCs status

• Client retention: Identify and address client needs. Engage clients with the full suite of OANDA products while educating clients about the markets and leveraged trading.

• Develop volume and AUM: Grow trading  volume and assets under management for high-value clients and potential high-volume clients

• Customer centric solutions for HVCs: Proactively engage in outbound client communications and manage inbound communications on product, regulatory and account related updates 

• Achievement of KPIs: Identify initiatives to assist in achieving business goals, meet or exceed all assigned key performance indicators (KPIs) as well as add value to the team success.

• Coordination with accounts team: Work closely with the new account department to ensure a smooth on-boarding process for new HVCs.

• Operational Compliance: Keep up to date with regulatory rules and training.  Ensures all sales and service practices abide by outlined policies and code of conduct.

What skillset you need, to be successful in this role:

• Qualifications:

  • Bachelor's degree, and at least 3-5 years of relevant sales experience in financial services and/or a highly regulated environment.

  • Proven industry experience.

  • Has or can obtain Series 3 & 34 licenses.

  • Proficiency in the use of MS Office, Google Suite, and experience in Salesforce would be an asset.

  • Passionate about Forex trading and enjoys discussing the financial markets.

  • Demonstrated desire and willingness to continue to upgrade skills and training with regards to financial markets.

• Skills:

  • Proven sales track record in a financial sales environment.

  • Relationship management: Works with others and forges productive working relationships with clients and team members.

  • Planning and Organizing: Works independently to prioritize tasks that are the most important in the present moment. Plans, organizes, and schedules tasks to stay aligned with the business and clients needs.

  • Problem-solving: Can identify problems and resolve them in a quick, effective, and seamless manner.

  • Action Planning: Self motivated and able to work consistently at a high level both independently and in a team environment.

  • Communication: Can clearly and articulately communicate information over the phone as well as in written mediums.

  • Customer/Client focus: Can apply narrow focus on fulfilling the needs of customers. Works towards delivering quality experiences that aligns with a premium experience.

• Behavioral Competencies:

  • Customer Focus: Builds strong customer relationships and delivers customer-centric solutions. Solicits customer feedback and data; conveys a clear understanding of the level of service the team is providing; takes action when standards are not met by the team; aligns business processes with customer needs.

  • Manages Complexity: Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. Consistently looks at complex issues from many angles; obtains a rich and deep understanding; swiftly cuts to the core issue; skillfully separates root causes from symptoms.

  • Plans and Aligns: Plans and prioritizes work to meet commitments aligned with organizational goals. Outlines clear plans that put actions in a logical sequence; conveys some time frames. Aligns own work with relevant workgroups. Takes some steps to reduce bottlenecks and speed up the work.

  • Communicates Effectively: Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. Listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.

  • Business Insight: Applies knowledge of business and the marketplace to advance the organization's goals. Clearly understands how own activities relate to critical business drivers. Monitors business news and market changes for impact on the business or on their own expertise area; uses this to shape decisions.