What are the responsibilities and job description for the Relationship Manager- Business Development position at Pma Financial Network?
Summary
Relationship Manager- Business Development is responsible for sales and marketing efforts of PTMA products and services for local government clients and prospects in New Hampshire.
Location
Ideally this position will based remotely in Concord, New Hampshire, with an expectation of 50% or more travel to meet business needs.
Essential Functions
Consistently demonstrates exceptional internal and external service with clients, along with the core values: Resilience, Innovation, Trust and Excellence.
Developing and maintaining new relationships with clients by establishing new accounts or increasing low balance accounts. The primary focus will be the addition of new accounts for New Hampshire local governments (growth) while collaborating with the team to assist existing relationships (retention).
Collaborating with team members to achieve annual goals such as new relationships, assets goals, etc.
Generating monthly productive meetings (in person or virtual) with potential clients and existing clients.
Attending conferences, chapter meetings and other meetings as necessary for growth and retention, which may include travel outside of the assigned territory.
Promoting PTMA’s products and services to new and existing clients via phone, in person, or virtual meetings.
Aiding leadership in identifying new business opportunities, including new markets, new partnerships or new products and services.
Pipeline Management: Effectively manage the sales pipeline in Salesforce, from lead generation to conversion, by implementing efficient tracking and reporting mechanisms. These would include (Lead Goals, Account Goals, etc.).
Professional Development: Invest in continuous learning and professional development to stay informed about industry/firm best practices and enhance skills in business development and relationship management.
Models, mentors, and leads colleagues'teams to develop innovative methods and approaches for efficacy.
Steward of compliance, coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports.
Attend trainings and meetings. Initial training is approximately two weeks per month during the first four to six months, and approximately two days every other month. This can change due to business needs.
Other duties and responsibilities as assigned by management.
Education and/or Experience
Bachelor’s degree (B.A.) degree from four-year college or university; four years related experience and/or training; or equivalent combination of education and experience.
Financial industry or related experience in working with the public sector is preferred.
Knowledge, Skills and Abilities Required
Interpersonal:
Ability to take initiative and willingness to go the extra mile for our clients.
Attention to detail.
Ability to prioritize work with many conflicting deadlines.
Ability to work well under pressure.
Ability to collaborate and problem solve with both technology and business team members.
Communication:
Excellent English communication skills, both written and verbal
Licenses, Registrations and Certifications
Regulatory Licensures: SIE, Series 7, 63 and 50 or attainment in a reasonable timeframe as a condition of employment.
