Relationship Manager

Responsibilities

• Support the Client Manager with account plans and opportunity strategies; execute assigned portions independently
• Strengthen and expand client relationships through regular engagement, discovery calls, and sales presentations
• Respond to client requests or escalate to the Client Manager as needed
• Contribute to RFP responses and participate in business review presentations
• Map organizational structures, identify key stakeholders, and leverage strategic alliances
• Identify and pursue mid- to senior-level growth opportunities in collaboration with the Client Manager
• Engage internal Curinos teams and Buying Centers to promote solutions and grow client wallet share
• Affiliate with escalations and risk management related to assigned accounts
• Manage complex, multi-product pipelines with disciplined CRM usage and accurate forecasting
• Drive structured execution of client initiatives and internal deliverables with minimal supervision
• Balance multiple client and internal priorities effectively, maintaining clear documentation and communication
• Use data insights to inform decisions and demonstrate client value
• Lead early renewal and upsell discussions, aligning client needs with growth opportunities
• Navigate stakeholder dynamics, including procurement, to accelerate sales cycles
• Conduct research to identify and validate stakeholders, uncover relationship gaps, and inform engagement plans
• Lead strategic contract renewals, pricing, and negotiations alongside the Client Manager
• Pursue proactive client outreach, sales strategy, and executive meetings
• Communicate clearly and confidently across all levels, including executive presentations
• Influence internal and client teams without direct authority
• Collaborate effectively across departments and maintain a professional yet personable demeanor
• Embrace feedback, show emotional intelligence, and demonstrate adaptability in a dynamic environment
• Pursue continuous learning and mentor junior Relationship Managers

Requirements

3–5+ years of client-facing sales or account management experience in financial services

Bachelor’s degree or equivalent education and experience

Proven ability to build and deepen client relationships with a focus on client experience and value

Strong problem-solving, communication, negotiation, and conflict resolution skills

Skilled in CRM management, forecasting, and coaching junior team members

Strong project governance & orchestration skills

Excellent organizational skills with the ability to prioritize effectively

Experience leading renewal and upsell discussions with mid- to senior-level stakeholders

Ability to influence and align cross-functional stakeholders

Growth mindset with a commitment to personal and team development

Qualifications

Desired Skills & Expertise

Benefits

Competitive benefits, including a range of Financial, Health and Lifestyle benefits to choose from

Flexible working options, including home working, flexible hours and part time options, depending on the role requirements – please ask!

Unlimited PTO policy, floating holidays, volunteering days, and a day off for your birthday

Learning and development tools to assist with your career development

Work with industry leading Subject Matter Experts and specialist products

Regular social events and networking opportunities

Collaborative, supportive culture, including an active DE&I program

Employee Assistance Program which provides expert third-party advice on wellbeing, relationships, legal and financial matters, as well as access to counselling services