Client Relationship & Sales Manager jobs in United States
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New Frontier Advisors · 2 days ago

Client Relationship & Sales Manager

positionBoston, MA
timeFull-time
remoteHybrid
seniorityMid Level
money$95K/yr - $120K/yr
date3+ years exp

New Frontier Advisors is a pioneer in quantitative investment management, recognized for its innovative portfolio optimization solutions. The Client Relationship & Sales Manager will focus on nurturing advisor relationships, driving new business development, and supporting sales efforts through proactive outreach and engagement.

AdviceFinancial Services
Hiring Manager
Lisa Walsh
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Responsibilities

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
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
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
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

Qualification

Client relationship managementFinancial services experienceCRM systems proficiencyOutbound callingCommunication skillsHighly organizedManage prioritiesLicenses (Series 65/66)Microsoft Office proficiencyDetail-oriented

Required

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
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

Preferred

Licenses (Series 65/66) preferred, or willingness to obtain

Benefits

Health insurance
401(k)
Professional development support

Company

New Frontier Advisors

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New Frontier is an institutional research and investment advisory firm specializing in the development of investment technology.
dateFounded in 1999
location
Boston, Massachusetts, USA
people-size11-50 employees
web-link
https://www.newfrontieradvisors.com

Funding

Current Stage
Early Stage

Leadership Team

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Robert Michaud
Chief Investment Officer
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Theresa Muller
Chief Compliance Officer
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Recent News

PR Newswire
Envestnet Partners with Asset Managers to Offer Tax Optimization at No Additional Cost to Investors
2025-11-24
ETF Express
New Frontier launches dividend income indices with VettaFi and Franklin Templeton
2025-01-29
Business Wire
New Frontier Launches Next-Generation Dividend Income Indices with VettaFi and Franklin Templeton
2025-01-24
Company data provided by crunchbase