Broker Relations and Service Manager
1 week ago
About the Role:
FlexTrade is seeking an experienced and motivated individual to fill the position of Broker Relations and Service Manager. This role will be responsible for managing the service and onboarding process for our broker dealer partners.
Key Responsibilities:
- Maintain and manage the broker onboarding pipeline in Salesforce CRM
- Maintain and develop relationships with our contacts in the broker dealer community
- Serve as the front line in responding to and managing broker inquiries and requests for support during the onboarding process and beyond
- Manage the commercial contract creation and distribution for our broker community and diligently follow up as needed to close out agreements
- Coordinate and engage in commercial discussions with our broker partners when needed
- Work with the client account management team to understand the needs and priorities of their clients in relation to their broker partners to improve our service
- Champion the FlexTrade value proposition to brokers and look for ways to gain further adoption and value from FlexTrade
- Gain a deep understanding of FlexTrade Buy Side offering and the demands coming from within the Client Services group
Requirements:
- Experience with financial software or services to buy side clients; with a minimum of 5 years of industry experience
- Strong attention to detail and project management skills
- Proficiency working with CRM software, particularly Salesforce and Microsoft Office Suite
- Strong interpersonal skills, including presentation, communication, and phone skills
- Proactive mind-set and ability to take initiative to address issues and develop opportunities for improvement
- Entrepreneurial minded with an ability to adapt and prioritize self-sufficiently
- Knowledge of major buy side EMS and OMS platforms, competitors, functionality a plus
- Team player with collaborative mindset
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