Relationship Manager

OANDA; New York (NY); Hybrid; USD 57,000 - 107,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Life and disability insurance

Paid parental leave

Flexible paid time off

Job summary

OANDA is seeking a Relationship Manager to drive revenue by onboarding, retaining, and reactivating High-Value Clients. You will work from Chicago with a Toronto-based team, in aHybrid model meeting 2–3 days weekly in Chicago/New York offices. You’ll manage outbound outreach, counsel clients on FX/CFD products, and grow AUM.

You’ll leverage Series 3 and Series 34 licenses, Salesforce, and a client-first approach to exceed KPIs and expand the high-value book.

Qualifications

• 3+ years of outbound sales, client retention, or account management in financial services or a regulated sector.
• Ability to discuss macroeconomic news, charts, and trading strategies with sophisticated investors.
• Proven ability to build rapport over phone/email and uncover growth opportunities with high-net-worth clients.
• Self-motivated with a track record of hitting/overachieving targets in a fast-paced environment.

Responsibilities

• Develop a pipeline of High-Value Clients from prospective leads and convert existing clients to HVC status.
• Engage clients with the full suite of products and educate them about markets and leveraged trading.
• Grow trading volume and assets under management for high-value clients.
• Proactively engage in outbound communications and manage inbound updates.
• Identify initiatives to achieve business goals and KPIs while contributing to team success.
• Collaborate with the new account department to ensure a smooth on-boarding for new HVCs.

Skills

Outbound sales

Client retention

Relationship management

Series 3 license

Series 34 license

Financial markets knowledge

Verbal and written communication

Tools

Salesforce

Job description

As our Relationship Manager, you 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.

You will be based out of Chicago while collaborating closely with our dedicated client-facing team located in Toronto.

We work in a hybrid model-we’d love to meet you in our Chicago / New York office 2–3 days per week with respect to your own commitments.

In this role, you will:

• Develop a pipeline of High-Value Clients from prospective leads and convert existing clients to HVCs status.
• Engage clients with the full suite of OANDA products while educating them about the markets and leveraged trading.
• Grow trading volume and assets under management for high-value clients and potential high-volume clients.
• Proactively engage in outbound client communications and manage inbound communications on product, regulatory and account related updates.
• 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.
• Work closely with the new account department to ensure a smooth on-boarding process for new HVCs.

What skillset do you need to be successful in this role?

• Min. 3 years of outbound sales, client retention, or account management experience within financial services, brokerage, or another heavily regulated sector, but impact matters more than years.
• Genuine passion for financial markets and leveraged products (FX, CFDs, Commodities) - you can comfortably discuss macroeconomic news, technical charts, and trading strategies with sophisticated investors.
• Natural ability to build immediate rapport over phone and email, earn trust with high-net-worth clients, and uncover latent account growth opportunities.
• Self-motivated mindset with a history of hitting and exceeding ambitious volume, AUM, and retention targets in a fast-paced environment.
• Verbal and written communication skills; able to break down complex trading products, platform features, and account requirements clearly.
• Active Series 3 and Series 34 licenses, or willingness to obtain them upon joining.

Nice to have:

• Hands-on experience with Salesforce (or a similar enterprise CRM) and modern sales intelligence platforms.
• Prior experience dealing with retail Forex/CFD traders or institutional trading desks.

What do we offer?

• Annual Base Salary Range:$57,300 - $106,500 (USD) per year (determined based on the candidate's relevant experience, expertise, skills, education, and internal peer equity).
• Sales Commission: Eligible for incentive compensation under OANDA’s Relationship Manager Commission Plan - OANDA Corporation, subject to plan terms and achievement of performance targets.
• Benefits Package: Medical, dental, and vision insurance; 401(k) with company match; life and disability insurance; paid parental leave; and flexible paid time off (PTO).

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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.