Relationship Manager

M Financial Group:  

With more than 140 Member Firms located primarily 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 receive a consistent, 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-functionally across all internal teams. The role owns follow-through by tracking inquiries, monitoring commitments, managing onboarding and transition initiatives, escalating obstacles when appropriate, 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, and firm personnel—including new firm/individual onboarding, departures, ownership changes, and organizational updates. 

• Connect Firms with appropriate M resources, solutions, subject matter experts, and best practices. 

• Monitor, track, and resolve Firm inquiries, ensuring timely follow-through, accountability, and communication. 

• Facilitate adoption of M programs, service platforms, and strategic initiatives. 

• Identify and escalate service gaps and improvement opportunities while sharing Firm feedback, trends, and insights with internal stakeholders. 

• Maintain accurate documentation of Firm interactions, activities, commitments, and projects within Salesforce and other tracking systems. 

• Support collaboration, networking, and knowledge sharing across the Firm community. 

• Contribute to process improvement initiatives that enhance operational efficiency and overall Firm 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. 

• Ideally seven years or more of relevant 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 and oral communication 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 to think critically and understand Firm needs, connect resources, share best practices, and support adoption of M solutions and service platforms. 

• Team player with a positive, solutions-oriented attitude and the ability to navigate ambiguity, change, and competing priorities. 

• Proven ability to build rapport and collaborative relationships with external stakeholders, internal colleagues, and cross-functional leaders. 

• Ability to 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 to work one day per week remotely. 

• Normal office environment/desk assignment. 

• Travel approximately 15-20% of the time. 

• Regularly operates a 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. 

#LI-KS1