Relationship Manager
At a glance
Mid-level Account Management role at Oanda. Chicago · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Build and expand a book of high-value clients by converting leads and upgrading existing accounts
- Retain clients by identifying needs, explaining markets and leveraged trading, and presenting OANDA products
- Increase trading activity and assets under management among high-value and prospective high-volume clients
- Handle outbound and inbound conversations about product, regulatory, and account changes
- Coordinate new-client onboarding, meet assigned KPIs, and follow required sales and compliance practices
What you bring
- A bachelor's degree plus three to five years of relevant financial-services or regulated-environment sales experience
- A demonstrated record of selling in a financial-services setting
- Series 3 and 34 licenses, or the ability to obtain them
- Working knowledge of MS Office and Google Suite, with Salesforce experience as an advantage
- Interest in Forex trading and the financial markets, with willingness to keep developing your skills
Who this fits
This role suits a relationship-focused financial-services salesperson who can build a high-value client book through calls, email, referrals, retention, and reactivation. You should be comfortable working independently and with account teams while communicating clearly with clients. The position uses a hybrid schedule with two days per week in the Chicago office.
From the employer
Fancy helping to shape the future of FinTech?
We have always been innovators. In 1996 we were the first company to share exchange rate information, free of charge on the internet. Today, we are a world leading online trading group.
Join us to:
- Help build the future of online trading
- Be part of a culture driven by integrity and global impact
- Become part of an award-winning company - check out our full list of awards here
We are only as good as our people. Luckily, our people are the best. Join us!
How do we work?
The Relationship Manager will be responsible for driving revenue by the onboarding, retaining and reactivation of High-Value Clients (HVC). This will involve not only providing exceptional service to our existing clients but developing and growing a book of top tier clients through referrals and reactivation of dormant accounts. The role requires candidates to build strong relationships with clients as well identifying opportunities to grow new business. A large part of these sales activities will take place over telephone calls and via emails to prospective and existing clients.
We work in a hybrid model - we'd love to meet you in the Chicago office 2 days per week.
In this role, you will:
Grow a book of HVCs: Develop a pipeline of High-Value Clients from prospective leads and convert existing clients to HVCs status
Client retention: Identify and address client needs. Engage clients with the full suite of OANDA products while educating clients about the markets and leveraged trading.
Develop volume and AUM: Grow trading volume and assets under management for high-value clients and potential high-volume clients
Customer centric solutions for HVCs: Proactively engage in outbound client communications and manage inbound communications on product, regulatory and account related updates
Achievement of KPIs: Identify initiatives to assist in achieving business goals, meet or exceed all assigned key performance indicators (KPIs) as well as add value to the team success.
Coordination with accounts team: Work closely with the new account department to ensure a smooth on-boarding process for new HVCs.
Operational Compliance: Keep up to date with regulatory rules and training. Ensures all sales and service practices abide by outlined policies and code of conduct.
What skillset you need, to be successful in this role:
Qualifications:
Bachelor's degree, and at least 3-5 years of relevant sales experience in financial services and/or a highly regulated environment.
Proven industry experience.
Has or can obtain Series 3 & 34 licenses.
Proficiency in the use of MS Office, Google Suite, and experience in Salesforce would be an asset.
Passionate about Forex trading and enjoys discussing the financial markets.
Demonstrated desire and willingness to continue to upgrade skills and training with regards to financial markets.
Skills:
Proven sales track record in a financial sales environment.
Relationship management: Works with others and forges productive working relationships with clients and team members.
Planning and Organizing: Works independently to prioritize tasks that are the most important in the present moment. Plans, organizes, and schedules tasks to stay aligned with the business and clients needs.
Problem-solving: Can identify problems and resolve them in a quick, effective, and seamless manner.
Action Planning: Self motivated and able to work consistently at a high level both independently and in a team environment.
Communication: Can clearly and articulately communicate information over the phone as well as in written mediums.
Customer/Client focus: Can apply narrow focus on fulfilling the needs of customers. Works towards delivering quality experiences that aligns with a premium experience.
Behavioral Competencies:
Customer Focus: Builds strong customer relationships and delivers customer-centric solutions. Solicits customer feedback and data; conveys a clear understanding of the level of service the team is providing; takes action when standards are not met by the team; aligns business processes with customer needs.
Manages Complexity: Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. Consistently looks at complex issues from many angles; obtains a rich and deep understanding; swiftly cuts to the core issue; skillfully separates root causes from symptoms.
Plans and Aligns: Plans and prioritizes work to meet commitments aligned with organizational goals. Outlines clear plans that put actions in a logical sequence; conveys some time frames. Aligns own work with relevant workgroups. Takes some steps to reduce bottlenecks and speed up the work.
Communicates Effectively: Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. Listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.
Business Insight: Applies knowledge of business and the marketplace to advance the organization's goals. Clearly understands how own activities relate to critical business drivers. Monitors business news and market changes for impact on the business or on their own expertise area; uses this to shape decisions.
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At OANDA, to help us efficiently process applications, we use AI-driven tools to help source and rank candidates based on professional experience and skills. While these tools provide recommendations, our recruitment process remains human-centric: all final shortlisting and hiring decisions are made by OANDA team. You have the right to request a human review of your application.
OANDA Global Corporation is a diverse and global team with offices around the world. We value the unique skills and experiences each individual brings to OANDA. We are committed to creating and sustaining a collegial work environment in which all individuals are treated with dignity and respect and one which reflects the diversity of the community in which we operate. We provide an inclusive and accessible environment for everyone. Candidates selected for an interview will be contacted directly. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to provide as seamless a recruitment experience as possible.
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