Relationship Manager

OANDA; Chicago (IL); Híbrido; USD 70.000 - 95.000; Tempo integral

Benefícios oferecidos por esta vaga

Hybrid work model

Resumo da vaga

OANDA in Chicago is seeking a Relationship Manager to drive revenue by onboarding, retaining, and reactivating high-value clients (HVCs). The role combines phone and email outreach to grow a top-tier client book and expand product usage.

The ideal candidate has 3–5 years of financial sales experience in a regulated environment, a Bachelor's degree, and can obtain Series 3 & 34 licenses. Salesforce, MS Office, and Google Suite experience are a plus. Hybrid work in Chicago is offered.

Qualificações

• Bachelor's degree and 3–5 years of sales experience in financial services.
• Series 3 and 34 licenses or eligibility.
• Proficiency with MS Office, Google Suite, and Salesforce is a plus.
• Strong relationship-building and communication skills.
• Interest in Forex trading and markets.

Responsabilidades

• Grow a book of High-Value Clients (HVCs) from prospective leads and convert existing clients to HVCs status.
• Identify and address client needs; engage clients with the full suite of OANDA products and educate on markets.
• Grow trading volume and assets under management for high-value clients.
• Proactively engage in outbound client communications and manage inbound on product, regulatory and account updates.
• Identify initiatives to meet or exceed KPIs and add value to the team.
• Work closely with the accounts team to ensure smooth onboarding of new HVCs.
• Keep up to date with regulatory rules and training; ensure compliant sales and service practices.

Conhecimentos

Relationship management

Sales experience

Planning and Organizing

Problem-solving

Communication

Customer focus

Salesforce

MS Office

Google Suite

Forex trading interest

Formação

Bachelor's degree

Ferramentas

Salesforce

MS Office

Google Suite

Descrição da vaga

Fancy helping to shape the future of FinTech?

We have always been innovators. In 1996 we were the first company to share exchange rate information, free of charge on the internet. Today, we are a world leading online trading group.

Join us to:

• Help build the future of online trading
• Be part of a culture driven by integrity and global impact
• Become part of an award-winning company - check out our full list of awards here

We are only as good as our people. Luckily, our people are the best. Join us!

How do we work?

The Relationship Manager will be responsible for driving revenue by the onboarding, retaining and reactivation of High-Value Clients (HVC). This will involve not only providing exceptional service to our existing clients but developing and growing a book of top tier clients through referrals and reactivation of dormant accounts. The role requires candidates to build strong relationships with clients as well identifying opportunities to grow new business. A large part of these sales activities will take place over telephone calls and via emails to prospective and existing clients.

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.

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At OANDA, to help us efficiently process applications, we use AI-driven tools to help source and rank candidates based on professional experience and skills. While these tools provide recommendations, our recruitment process remains human-centric: all final shortlisting and hiring decisions are made by OANDA team. You have the right to request a human review of your application.

OANDA Global Corporation is a diverse and global team with offices around the world. We value the unique skills and experiences each individual brings to OANDA. We are committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.