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Business Development & Relationship Manager

NextStep Recruiting
Dallas, TX Full Time
POSTED ON 4/14/2025
AVAILABLE BEFORE 5/11/2025

Business Development & Relationship Manager

NextStep Recruiting is seeking a Business Development & Relationship Manager to drive growth and manage key client relationships within the financial sector. This role focuses on expanding institutional partnerships and enhancing existing client engagement to support long-term business success.

Key Responsibilities :

  • Identify and onboard new institutional clients.
  • Serve as the primary Relationship Manager for assigned accounts.
  • Develop strategies to improve client retention and business growth.
  • Navigate complex client interactions with professionalism and discretion.
  • Stay informed on market trends, regulations, and competitive landscapes.
  • Contribute to team culture and strategic initiatives.

Qualifications :

  • 5 years in financial services, sales, or client management.
  • Bachelor's degree or equivalent experience.
  • Relevant financial licenses preferred.
  • Experience managing institutional or B2B relationships.
  • Ability to travel as needed.
  • Core Competencies :

  • Strong strategic and execution skills.
  • Ability to engage and influence senior decision-makers.
  • Broad industry knowledge and relationship management expertise.
  • Effective problem-solving and stakeholder management skills.
  • NextStep Recruiting provides equal employment opportunities (EEO) to all employees and applicants regardless of race, color, or applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities.

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