Junior Relationship Manager

The Network 101; Newtown (CT); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Superb benefits

Flexible schedule

Job summary

A leading financial services firm in Newtown, CT, is seeking a Client Facing Jr. Relationship Manager. This newly created position offers a salary between $60-85k, plus bonuses and commission. You will manage and grow relationships with established clients nationwide after a two-month training period. Candidates should possess a relevant degree and be willing to travel. The firm is recognized for its innovative approach and boasts excellent benefits and a flexible schedule.

Qualifications

• Bachelor's degree required, Economics or Finance preferred.
• Must be willing to travel and be based in Northern Fairfield County office.
• Experience in client-facing roles is advantageous.

Responsibilities

• Manage a book of business with established clients during a 2-month training.
• Grow client relationships with significant upside potential.
• Support senior stakeholders at institutional clients.

Skills

Client relationship management

Articulate communication skills

Knowledge of fixed income markets

Familiarity with U.S. short-term rate policy

Education

Bachelor's degree in Economics or Finance

Job description

Overview

We are looking for a Client Facing Jr. Relationship Manager at our smaller office in Newtown, CT.

This is a newly created position Salary + bonus $60-85k, +15% commission.

This position offers direct, defined path to grow in Financial Services. Beginning with 2 months of training you'll be given a book of business to manage comprised of established clients nationwide that is yours to grow and handle as you see fit with significant upside potential. This is open to training the right individual who is coming from Operations in Financial services non-client facing who wants a client facing position.

You'll have the opportunity to work supporting the senior stakeholders at institutional clients nationwide.

This firm is one of the leading providers of tech-enabled deposit and cash management strategies, serving banks, brokerages/RIA, wealth managers, leading banks, non-profits, and other institutions nationwide, with over $22B AUM.

They are employed owned since 2003, innovative and named one of the "Best Places to Work in FinTech" by American Banker in 2024. This job will be based in one of the firms\' offices in Northern Fairfield County

Salary & bonus dependent on experience. Superb benefits and flexible schedule

Responsibilities

• Manage a book of business comprised of established clients nationwide during and after a 2-month training period.
• Grow and handle client relationships with significant upside potential.
• Support the senior stakeholders at institutional clients nationwide.
• Collaborate with internal teams on tech-enabled deposit and cash management strategies.
• Be prepared to travel to client sites as needed to meet business objectives.

Qualifications

• Bachelor's degree: Economics or Finance a plus
• Must be willing to travel to and be based out of their Northern Fairfield County office
• Knowledge of fixed income markets, and familiarity with US short-term rate policy, a plus
• Must be articulate, polished, and able to present to senior stakeholders
• Willingness to travel to clients once per month