High-Value Client Relationship Manager

OANDA; New York (NY); Híbrido; USD 57.000 - 107.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, and vision insurance

401(k) with company match

Life and disability insurance

Paid parental leave

Flexible paid time off

Descripción de la vacante

OANDA is seeking a Relationship Manager to drive revenue by onboarding, retaining, and reactivating High-Value Clients. You will work from Chicago with a Toronto-based team, in aHybrid model meeting 2–3 days weekly in Chicago/New York offices. You’ll manage outbound outreach, counsel clients on FX/CFD products, and grow AUM.

You’ll leverage Series 3 and Series 34 licenses, Salesforce, and a client-first approach to exceed KPIs and expand the high-value book.

Formación

• 3+ years of outbound sales, client retention, or account management in financial services or a regulated sector.
• Ability to discuss macroeconomic news, charts, and trading strategies with sophisticated investors.
• Proven ability to build rapport over phone/email and uncover growth opportunities with high-net-worth clients.
• Self-motivated with a track record of hitting/overachieving targets in a fast-paced environment.

Responsabilidades

• Develop a pipeline of High-Value Clients from prospective leads and convert existing clients to HVC status.
• Engage clients with the full suite of products and educate them about markets and leveraged trading.
• Grow trading volume and assets under management for high-value clients.
• Proactively engage in outbound communications and manage inbound updates.
• Identify initiatives to achieve business goals and KPIs while contributing to team success.
• Collaborate with the new account department to ensure a smooth on-boarding for new HVCs.

Conocimientos

Outbound sales

Client retention

Relationship management

Series 3 license

Series 34 license

Financial markets knowledge

Verbal and written communication

Herramientas

Salesforce

Descripción del empleo

OANDA is seeking a Relationship Manager to drive revenue by onboarding, retaining, and reactivating High-Value Clients. You will work from Chicago with a Toronto-based team, in aHybrid model meeting 2–3 days weekly in Chicago/New York offices. You’ll manage outbound outreach, counsel clients on FX/CFD products, and grow AUM.

You’ll leverage Series 3 and Series 34 licenses, Salesforce, and a client-first approach to exceed KPIs and expand the high-value book.