Client Relations Manager
Frisco, TX
Full Time
Advertising Sales
Mid Level
Client Relations Manager
M&G Financial is a locally owned and operated finance firm. We provide full accounting services, including but not limited to valuations, fractional CFO services, forecasting, month-end closing, bookkeeping, compliance, and other similar finance services. This role is ideal for a seasoned sales professional with a background in finance, accounting, consulting, or wealth management who thrives on building strong relationships and driving new business. The successful candidate will play a key role in introducing our firm’s services to prospective clients – including private equity funds, CFOs, and growth-stage businesses – while helping expand M&G’s presence in the marketplace.
If you are a results-driven, self-starter with strong communication skills and an existing network that aligns with our ideal client profile, we invite you to explore this opportunity with us! This is a fantastic chance to join a nimble, entrepreneurial firm where your impact is immediate and meaningful.
Duties
- Identify and pursue new client opportunities via outbound calls, travel, and in-person or virtual networking.
- Use defined criteria to vet prospects before introducing them to firm partners.
- Develop and deliver tailored presentations to potential clients.
- Draft and submit professional proposals that align with client needs.
- Present updates and performance metrics during weekly internal sales meetings.
- Collaborate with internal teams to ensure seamless onboarding and service delivery.
- Keep informed of industry trends, financing options, and competitor activity.
- Support marketing efforts by contributing to campaign strategy, content development, and lead generation initiatives.
- Represent M&G at industry trade shows, local rotary, and conventions to enhance brand visibility, build relationships, and generate new business leads.
- Schedule and manage client engagement events.
- Other duties as assigned.
- Strong background in financial services, including finance, accounting, or wealth management.
- Excellent verbal and written communication skills.
- Proven track record in consultative sales and relationship-building.
- Understanding of business financing options (i.e., bank loans, private equity).
- Ability to work independently and consistently meet or exceed sales goals.
- Proficiency with CRM tools and Microsoft Office Suite.
- Strong presentation, proposal writing, and negotiation skills.
- Existing book of business or client network is highly desirable.
- Bachelor’s degree in finance, accounting, business, or a related field preferred.
- 3-5 years of sales experience, ideally in financial services or a related industry.
- Prior experience in consulting or with a Big 4 firm is advantageous.
- Series 6, 7, 63, and/or 66 certification is desirable.
Current clients include:
- Construction
- Equipment and Rental Services
- Jewelry
- Manufacturing
- Medical
Job Type: Full-time
Benefits:
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
- Frisco, TX 75034 (Required)
- Frisco, TX 75034: Relocate before starting work (Required)
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