Polaris Business Advisors is now Rise Alliance! Our merger with Second Wind Consultants offers clients unmatched access to the nation’s largest network of commercial lenders, attorneys, restructuring professionals and working capital providers. Read More…

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Job Title: Relationship Manager

Job Description

About Rise Alliance:

Rise Alliance stands as a leading provider of tailored financial solutions, dedicated to assisting businesses in effectively managing their debt obligations.

With our expertise and support, thousands of businesses across this country have benefitted from innovative yet straightforward approaches to tackling complex financial challenges.

Through our comprehensive services including Management Consulting, Debt Restructuring, and connections to our network of Capital Partners, we empower our clients to concentrate solely on the day-to-day functions of their businesses.

Why Join Us?

Rise Alliance is a fast-growing financial services company. We value and look for individuals who are excited to work in a fast-paced, high-energy environment where career growth and earning potential is.

If you want to be part of a growing company with unlimited upside potential, a fun work environment, and are passionate about helping business owners, then Rise Alliance is the place for you! This role is NOT for everyone. Our team is composed of highly driven individuals. We encourage you to apply.

Full Job Description:

The role of the Relationship Manager will be based in the New York area and will work closely with and report to our Managing Partner and Director of Client Relations. The Relationship Manager is a key role in the organization.

Rise Alliance is looking for an experienced individual who can manage existing client relationships and assist in developing new strategies focused on client retention and success all while ensuring an outstanding client experience, adherence to the regulatory, legal and risk management frameworks.

Principal Duties and Responsibilities:

  • Create and develop relationships with individuals across the country
  • Meet daily metrics and monthly targets to achieve goals
  • Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience
  • Manage a portfolio of clients; grow portfolio by prospecting for new opportunities and deepening relationships with existing clients
  • Reach out to clients who have missed program payments and work with business owners to ensure they stay on tract towards success in their program
  • Bi-Weekly check-ins with Business owners to provide progress updates, answer any questions, and identify additional needs that are aligned with the client’s financial needs
  • Onboard new clients into CRM and ensure all notes are entered and up to date
  • The Relationship Manager will be a liaison between the Business owner and PBSA network
  • Enter restructuring/ settlement payments in CRM

Qualifications:

  • A hunger for success, positive attitude, and desire to learn from industry leaders
  • Strong active listening skills, empathetic and a consultative ear
  • Ability to work in a fast-paced growing environment
  • Experience using excel and a CRM is a plus
  • Strong communication skills with individuals at all levels, internally and externally.
  • Self-starter who is motivated to become a leader within the team and has had personal success and professional success

Knowledge, Skills and Experience:

  • Bachelor’s degree or equivalent work experience required
  • 2 or more years’ experience in banking relationship management role or related business lending experience
  • Merchant Cash Advance experience or good understanding of industry
  • Minimum of one year in Business Debt Settlement and Business Finance Services or any relevant role
  • Customer Relationship Management

Job Type: Full-time

Pay: $60,000.00 – $70,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Vision insurance

Experience level:

  • 1 year

Schedule:

  • 8-hour shift

Supplemental pay types:

  • Bonus opportunities
  • Performance bonus

Experience:

  • Customer Relationship Management: 1 year (Required)

Ability to Commute:

  • New York, NY 10018 (Required)

Ability to Relocate:

  • New York, NY 10018: Relocate before starting work (Required)

Work Location: In person

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