PMA · 2 days ago
Relationship Manager
South Dakota, United States
Part-time
Onsite
Mid Level
4+ years exp
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Responsibilities
Consistently demonstrates exceptional internal and external service with clients, along with the core values: Integrity, Performance and Commitment.
Developing and maintaining new relationships with clients by establishing new accounts or increasing low balance accounts.
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, council meetings, board meetings and other meetings as assigned, which may include travel outside of the assigned territory.
Promoting PMA’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 (conferences, meetings, etc.), new partnerships (associations) or new products and services as fit.
Pipeline Management: Effectively manage the sales pipeline in Microsoft Dynamics, from lead generation to conversion, by implementing efficient tracking and reporting mechanisms.
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.
Qualification
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Required
Bachelor’s degree (B.A.) degree from four-year college or university; four to ten years related experience and/or training; or equivalent combination of education and experience.
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.
Excellent English communication skills, both written and verbal.
Regulatory Licensures: SIE, Series 7, 66 and 50 or attainment in a reasonable timeframe as a condition of employment.
Preferred
Financial industry or related experience in working with the public sector.
Company
PMA
PMA is a family of financial services companies that helps thousands of municipalities, school districts, local government investment pools, individuals, insurance companies and other institutions by providing investment, financial management and fund administration services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
James Davis
CEO and COO
J
Jim Davis
Chief Executive Officer
Company data provided by crunchbase
