Relationship Manager

M Financial Group; Dallas (TX); Hybrid; USD 90,000 - 130,000; Full time

Job summary

M Financial Group is seeking a Relationship Manager in Dallas to serve as the primary contact for assigned Firms, guiding onboarding and coordinating cross-functional resources across internal teams.

You will build trusted relationships, advocate for Firm needs, and oversee transitions from onboarding to ongoing support, ensuring high-touch service and timely issue resolution.

Qualifications

• Bachelor's degree or equivalent in business, marketing, financial services, operations or related field.
• 7+ years of experience managing complex stakeholder relationships.
• Proficient with Microsoft Office and CRM; Salesforce experience preferred.
• Strong written and oral communication with prompt, professional follow-up.
• Ability to coordinate initiatives across multiple stakeholders.
• Highly organized with strong time management and prioritization.
• Consultative mindset with ability to guide adoption of M solutions and service platforms.
• Team player with a positive, solutions-oriented attitude.

Responsibilities

• Serve as the primary relationship manager and regional point of contact for assigned Firms.
• Build trusted relationships by understanding Firm goals, operational needs, and growth opportunities.
• Partner cross-functionally across business units to advocate for Firm interests and deliver a seamless service experience.
• Lead and coordinate transitions for Member Firms, Affiliate Firms, Marketers, and firm personnel.
• Connect Firms with M resources, solutions, subject matter experts, and best practices.
• Monitor, track, and resolve Firm inquiries, ensuring timely follow-through and accountability.
• Facilitate adoption of M programs and service platforms.
• Maintain accurate documentation of Firm interactions in Salesforce and other tracking systems.
• Stay informed on M resources and industry trends to provide effective guidance.

Skills

Relationship management

Stakeholder coordination

Cross-functional collaboration

Communication skills

Organizational skills

Problem solving

Influence without authority

Education

Bachelor's degree in business/marketing/financial services/operations

Tools

Salesforce

Microsoft Office

Job description

Job Category : Group 2: Professional & Technical

Requisition Number : RELAT002075

• Posted : August 6, 2026
• Full-Time

Locations

Showing 1 location

Description

With more than 140 Member Firmslocatedprimarily across the United States, M Financial is one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.

Role Summary :

The Relationship Manager serves as the primary, regionally aligned point of contact for assigned Firms, helping them navigate M Financial Group's offerings, connect with the right internal resources, and receiveaconsistent, high-touch service experience. The Relationship Manager also leads and coordinates the onboarding of new Member Firms, Affiliate Firms, Marketers, and Firm personnel, ensuring a seamless transition into the M community and its service platforms.

The Relationship Manager builds trusted relationships with Firms, understands operational and growth needs, advocates for Firm interests across strategic and tactical issues, and coordinates cross-functionallyacross allinternal teams. The role owns follow-through by tracking inquiries,monitoringcommitments, managing onboarding and transition initiatives, escalating obstacles whenappropriate, and helping ensure Firm expectations are met.

Responsibilities:

• Serve as the primary relationship manager and regionally aligned point of contact for assigned Firms.
• Build trusted relationships by understanding Firm goals, operational needs, and growth opportunities.
• Partner cross-functionally across business units to advocate for Firm interests, support Firm success, and deliver a seamless service experience.
• Lead and coordinate transitions for Member Firms, Affiliate Firms, Marketers, andfirm personnel—including new firm/individual onboarding, departures, ownership changes, and organizational updates.
• Connect Firms withappropriate Mresources, solutions, subject matter experts, and best practices.
• Monitor, track, and resolve Firm inquiries, ensuringtimelyfollow-through, accountability, and communication.
• Facilitate adoption of M programs, service platforms, and strategic initiatives.
• Identifyand escape service gaps and improvement opportunities while sharing Firm feedback, trends, and insights with internal stakeholders.
• Maintainaccuratedocumentation of Firm interactions, activities, commitments, and projectwithin Salesforce and other tracking systems.
• Support collaboration, networking, and knowledge sharing across the Firm community.
• Contribute to process improvement initiatives that enhance operational efficiency andoverallFirm experience.
• Stay informed on M resources, industry trends, and business practices to provide effective guidance and support.
• Own the end-to-end relationship lifecycle, ensuring Firms receive a consistent, proactive, and high-touch experience throughout their engagement with M.

Qualifications:

• Bachelor's degree or equivalent experience; business, marketing, financial services, operations, or related field preferred.
• Ideallysevenyearsormoreofrelevant experience managing complex stakeholder relationships, preferably in financial services, insurance, broker-dealer/RIA, or wealth management.
• Knowledge of relationship and project management principles and the ability to coordinate complex initiatives across multiple stakeholders.
• Proficiency with Microsoft Office Suite and experience using CRM or tracking systems; Salesforce experience preferred.
• Strong written andoralcommunication skills, including prompt responses, clear documentation, and professional follow-up.
• Strong organizational, follow-through, time management, and prioritization skills with the ability to adjust quickly in a fast-paced, high-demand environment.
• Demonstrated ability to own outcomes, track commitments, resolve issues, and escalate appropriately when barriers arise.
• Consultative mindset with the ability tothink critically andunderstand Firm needs, connect resources, share best practices, and support adoption of M solutions and service platforms.
• Teamplayerwith a positive, solutions-oriented attitude and the ability to navigate ambiguity, change, and competing priorities.
• Proven ability to build rapport and collaborative relationshipswith external stakeholders, internal colleagues, and cross-functional leaders.
• Abilityto influence without direct authority and coordinate outcomes across multiple stakeholders and business units.

Job Conditions & Environment:

• This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility towork one dayper weekremotely.
• Normal office environment/desk assignment.
• Travelapproximately15-20% of the time.
• Regularlyoperatesa computer and other standard office equipment to perform essential job functions, such as data entry, document preparation, and electronic communication.

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.

M Financial is proud to be an equal opportunity workplace.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.