Relationship Manager

OANDA Corporation; Chicago (IL); Híbrido; USD 70.000 - 110.000; Tempo integral

Benefícios oferecidos por esta vaga

Hybrid work model

Office in Chicago

Resumo da vaga

OANDA Corporation in Chicago seeks a Relationship Manager to drive revenue by onboarding, retaining, and reactivating High-Value Clients (HVC). You will grow a pipeline of top-tier clients, educate on markets and leveraged trading, and manage inbound/outbound communications with care and a client-centric mindset.

The role is hybrid with in-office days in Chicago, requires 3–5 years of financial services sales experience, and a track record of meeting KPIs.

Qualificações

• Bachelor's degree in a relevant field.
• 3–5 years of sales experience in financial services or regulated environment.
• Licenses such as Series 3 & 34 are a plus.

Responsabilidades

• Grow a book of High-Value Clients (HVC) with a strong pipeline.
• Onboard, retain and reactivate clients, focusing on premium service.
• Educate clients about markets, leveraged trading and our product suite.
• Achieve KPIs and collaborate with accounts/operations to ensure smooth onboarding.

Conhecimentos

Relationship management

Sales experience

Communication

Planning & organizing

Problem solving

Customer focus

MS Office

Salesforce

Formação

Bachelor's degree

Ferramentas

Salesforce CRM

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. 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. ___ 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. Learn more about our culture here. Review OANDA Privacy Policy and learn more about how we treat your personal data and protect your privacy. Make your first step toward a positive change in your career with OANDA OANDA aims to transform all aspects of how the world interacts with currencies, whether that be trading or utilizing currency data and information. We’ll do this our way – connecting and collaborating with the best and most innovative to grow quickly and globally. We strive to do more than just our jobs, focus our actions on collective goals and dare to seek out innovation and creativity. All this to continue our obsession with providing the best experience for our customers. Innovation has been at the heart of everything we do! From our roots in 1997 providing free currency exchange information over the internet to launching an award-winning global trading business. We work together to drive the future of currency data solutions and trading technology. Our customers can invest in around 200 financial instruments including currencies, shares (over 1300) and commodities leveraging intelligent support and the newest technologies. What is more, we are now offering a batch of popular cryptocurrencies in the US! - OANDA is now a major global player. We are proud to be recognized! We put our clients at the heart of our innovation and services, which has earned us some of the most recognized awards in the industry. Most Trusted Broker, Compare Forex Brokers’ Awards, 2025 Best in Class for Mobile Trading Apps, ForexBrokers.com Annual Awards, 2025 Best Forex/CFD Broker in AMER, TradingView Broker Awards, 2024 Broker of the Year 2023, TradingView Broker Awards, 2023