Client Relations Manager

Overview

M&G Financial is a locally owned and operated finance firm. We provide full accounting services, including but not limited to valuations, fractional CFO services, forecasting, month-end closing, bookkeeping, compliance, and other similar finance services.  This role is ideal for a seasoned sales professional with a background in finance, accounting, consulting, or wealth management who thrives on building strong relationships and driving new business. The successful candidate will play a key role in introducing our firm’s services to prospective clients – including private equity funds, CFOs, and growth-stage businesses – while helping expand M&G’s presence in the marketplace.

If you are a results-driven, self-starter with strong communication skills and an existing network that aligns with our ideal client profile, we invite you to explore this opportunity with us! This is a fantastic chance to join a nimble, entrepreneurial firm where your impact is immediate and meaningful.

Duties

• Identify and pursue new client opportunities via outbound calls, travel, and in-person or virtual networking.
• Use defined criteria to vet prospects before introducing them to firm partners.
• Develop and deliver tailored presentations to potential clients.
• Draft and submit professional proposals that align with client needs.
• Present updates and performance metrics during weekly internal sales meetings.
• Collaborate with internal teams to ensure seamless onboarding and service delivery.
• Keep informed of industry trends, financing options, and competitor activity.
• Support marketing efforts by contributing to campaign strategy, content development, and lead generation initiatives.
• Represent M&G at industry trade shows, local rotary, and conventions to enhance brand visibility, build relationships, and generate new business leads.
• Schedule and manage client engagement events.
• Other duties as assigned.

Desired Skills

• Strong background in financial services, including finance, accounting, or wealth management.
• Excellent verbal and written communication skills.
• Proven track record in consultative sales and relationship-building.
• Understanding of business financing options (i.e., bank loans, private equity).
• Ability to work independently and consistently meet or exceed sales goals.
• Proficiency with CRM tools and Microsoft Office Suite.
• Strong presentation, proposal writing, and negotiation skills.
• Existing book of business or client network is highly desirable.

Education

• Bachelor’s degree in finance, accounting, business, or a related field preferred.
• 3-5 years of sales experience, ideally in financial services or a related industry.
• Prior experience in consulting or with a Big 4 firm is advantageous.
• Series 6, 7, 63, and/or 66 certification is desirable.

Clients
Current clients include:

• Construction
• Equipment and Rental Services
• Jewelry
• Manufacturing
• Medical

Drive growth and make an impact—join M&G as a Relationship Manager and turn your network into unlimited opportunity!
Job Type: Full-time
Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Ability to Commute:

• Frisco, TX 75034 (Required)

Ability to Relocate:

• Frisco, TX 75034: Relocate before starting work (Required)

Work Location: In person
 

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