Relationship Manager

PMA; Lancaster (Lancaster County); Remote; USD 75,000 - 100,000; Full time

Job summary

A leading company is seeking a Relationship Manager to drive sales and marketing efforts for their products and services. This remote position requires significant travel within the Eastern to Central Pennsylvania region, focusing on building and maintaining client relationships. Ideal candidates will have a Bachelor's degree and relevant experience in the financial sector.

Qualifications

• Bachelor’s degree from a four-year college or university.
• Four to ten years related experience and/or training.
• Experience in the financial industry or with the public sector preferred.

Responsibilities

• Responsible for sales and marketing efforts for PMA products and services.
• Develops and maintains new relationships with clients.
• Manages the sales pipeline effectively.

Skills

Attention to detail

Initiative

Collaboration

Problem-solving

Education

Bachelor’s degree

Tools

Microsoft Dynamics

Job description

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Base pay range

$75,000.00/yr - $100,000.00/yr

Summary

Relationship Manager is responsible for sales and marketing efforts of PMA products and services (including the PSDLAF program) for assigned local government clients and prospects in the Eastern to Central Pennsylvania region. This position is a remote work opportunity with expectations of travel (50% or more) to meet business needs.

Essential Functions

1. Consistently demonstrates exceptional internal and external service with clients, along with the core values: Integrity, Performance, and Commitment.
2. Develops and maintains new relationships with clients by establishing new accounts or increasing low balance accounts, focusing on adding new accounts (Municipal and School Related) and collaborating to assist existing relationships (retention).
3. Collaborates with team members to achieve annual goals such as new relationships and assets goals.
4. Generates monthly meetings (in person or virtual) with potential and existing clients, working closely with the Lancaster team.
5. Attends conferences, chapter meetings, and other meetings as assigned, which may include travel outside the territory.
6. Promotes PMA’s products and services via phone, in person, or virtual meetings.
7. Assists leadership in identifying new business opportunities, including new markets, partnerships, or products/services.
8. Manages the sales pipeline effectively in Microsoft Dynamics, from lead generation to conversion, with tracking and reporting mechanisms.
9. Invests in professional development to stay informed about industry best practices and enhance skills.
10. Models, mentors, and leads colleagues in developing innovative methods for efficacy.
11. Coordinates with staff to gather, analyze, and prepare reports and recommendations.
12. Attends training at the Lancaster, PA PMA office; initial training is approximately two weeks per month during the first four to six months, then bi-monthly.

Education and Experience

Bachelor’s degree from a four-year college or university; four to ten years related experience and/or training; or equivalent combination. Experience in the financial industry or with the public sector is preferred.

Knowledge, Skills, and Abilities

• Ability to take initiative and go the extra mile for clients.
• Attention to detail.
• Ability to prioritize conflicting deadlines.
• Work well under pressure.
• Collaborate and problem-solve with technology and business teams.

Communication

Excellent English communication skills, both written and verbal.

Licenses and Certifications

Regulatory Licensures: SIE, Series 7, 66, and 50 or attainable within a reasonable timeframe as a condition of employment.