Private Bank Relationship Manager managing high net worth client relationships at NBT Bank. Developing strategic partnerships and delivering financial products and services to enhance client experience.
About the role
- Senior Relationship Manager at Sapling Financial Consultants managing client relationships and driving business growth in North America. Collaborating with leadership to enhance market presence and develop strategies.
Responsibilities
- Aggressively prospect and expand customer base across North America, targeting Private Equity Firms, Investment Banks, CFOs and Lenders, and other similar businesses.
- Execute against the strategic business plan, tactical objectives, and revenue goals, driving influence to grow demand and enable sales.
- Collaborate with senior management to set sales goals that support business and revenue objectives, develop budgets, and create sales forecasts.
- Ensure the company is increasing market influence and presence in key markets and achieving sustained market share growth through strategic and continuous sales activity.
- Manage the sales process from lead generation to closing, ensuring a seamless client experience and high satisfaction.
- Establish priorities and effectively screen new business opportunities to ensure alignment with company strategy and operational capabilities.
- Set, measure and track target progress and performance to optimize sales strategies.
- Work with senior leadership to establish and lead satellite sales offices in key locations across North America.
- Represent the company at industry events, conferences, and networking opportunities to promote our services and build relationships.
Requirements
- Proven track record of achieving sales targets and driving revenue growth in a sales hunter role
- Experience in financial fields such as accounting, consulting, investment banking, lending, etc., is considered an asset
- History of attaining revenue and performance goals as well as growing and maintaining a customer base
- Demonstrated history of closing business opportunities and building long-term relationships, consistently meeting and/or exceeding goals
- Excellent and persuasive oral and written communication skills required
- Strong understanding of consulting services and industry trends
- Excellent communication, negotiation, and interpersonal skills
- Strategic thinker with the ability to analyze data, identify opportunities, and develop effective sales strategies
- Proficiency in CRM software and sales management tools
- Bachelor's degree
- CPA/CFA or related designations are an asset
- Ability to travel as needed (25%)
Benefits
- Professional development
- Flexible working arrangements
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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