Client Relationship & Sales Manager

About New Frontier Advisors

New Frontier Advisors is a pioneer in quantitative investment management and a recognized leader in portfolio optimization. For more than two decades, our proprietary investment technology and research has delivered smoother, more reliable long-term outcomes for investors. Today, we are transforming wealth management with a new and developing offering, a new platform that enables advisors and institutions to deliver custom, tax-efficient, multi-dimensional portfolios at scale.

The Engagement & Growth team leads marketing, sales, and distribution efforts, ensuring that financial advisors and partners have the tools, knowledge, and support they need to succeed with New Frontier.

Role Overview

We are seeking a Client Relationship & Sales Manager to join our Engagement & Growth team. This role is primarily internal-facing, with structured outbound responsibilities to engage financial advisors. The ideal candidate will nurture and grow existing advisor relationships, conduct proactive outreach through a tiered calling program, and support new business development through follow-up with prospects and referrals.

The role also includes select external responsibilities—supporting roadshows, industry conferences, and occasionally accompanying senior sales leadership on client visits. This is a growth-oriented role that blends relationship management, inside sales, and advisor enablement.

Key Responsibilities

Advisor Relationship Management & Retention

• Serve as a primary point of contact for assigned advisors, responding to inquiries and ensuring high levels of client satisfaction.
• Conduct structured tiered outreach calls (A/B/C advisors) to strengthen relationships, maintain engagement, and identify growth opportunities.
• Partner with internal teams to deliver timely proposals, illustrations, and servicing updates.
• Educate advisors on New Frontier’s investment philosophy, process, and portfolios to deepen adoption.

Sales & New Business Development Support

• Call on advisor prospects and referrals to introduce New Frontier solutions and qualify opportunities.
• Follow up on leads from marketing campaigns, webinars, and conferences to drive pipeline growth.
• Support senior sales leadership by setting appointments, preparing materials, and ensuring consistent follow-up.
• Contribute to growth of assets under management (AUM) by expanding wallet share with current clients and identifying new opportunities.

Advisor Engagement & Enablement

• Support roadshows, conferences, and advisor events in various cities.
• Deliver webinars, demos, or training sessions for advisors and partners, with guidance from senior sales and investment teams.
• Provide input on marketing collateral, toolkits, and communication strategies to support advisor success.

CRM & Pipeline Discipline

• Maintain accurate and up-to-date records of all advisor interactions and opportunities in the CRM system.
• Track engagement, pipeline progression, and sales activity to support reporting and performance analysis.

Qualifications

• 3–6 years of experience in financial services and client relationship management or internal sales.
• Understanding of RIAs, financial advisors, and the wealth management distribution landscape.
• Strong communication skills, including comfort with outbound calling and proactive outreach.
• Experience supporting or partnering with external sales professionals.
• Licenses (Series 65/66) preferred, or willingness to obtain.
• Highly organized, detail-oriented, and able to manage multiple priorities.
• Proficient in CRM systems and Microsoft Office.
• Willingness to travel occasionally for roadshows, conferences, and client meetings.

Success Metrics

• Increased advisor engagement across tiered relationships.
• Retention and growth of existing advisor business.
• Contribution to pipeline development and new business opportunities.
• High-quality CRM activity and reporting discipline.
• Effective support of roadshows, conferences, and advisor events.

Why Join New Frontier Advisors?

• Be part of a trusted, research-driven firm with patented investment innovation.
• Help scale new product, our next-generation fintech platform for advisors and institutions.
• Gain hands-on experience in client engagement, sales support, and advisor education.
• Work within a collaborative team at the center of New Frontier’s growth transformation.
• Competitive compensation, performance incentives, and opportunities for career advancement.

Compensation & Benefits

Base Salary: $95,000 - $120,000 (based on experience)

Bonus: Performance-based bonus potential

Competitive benefits package, including health insurance, 401(k), and professional development support