1

Relationship Development Manager Jobs in Connecticut

R10095019 Business Development Manager (Open) Location: North Haven, CT - Retail shop How will you ... Nurtures customer relationships by developing a thorough understanding of the customer's business ...

Business Development Manager

Stamford, CT · On-site

$250K - $300K/yr

Business Development Manager We are seeking a highly motivated and hands-on Business Development ... Build, manage, and maintain a strong sales pipeline using CRM tools to track activity, forecast ...

Develop and maintain strong relationships with existing clients to ensure satisfaction and identify opportunities for additional service offerings. * Interview Management: Coordinate and facilitate ...

The Market Development Manager (MDM) is responsible for driving sales growth and expanding market ... Key Relationships: * External: With Channel Partners and their customers. (End Users/Engineers ...

next page

Showing results 1-20

Relationship Development Manager information

What does a Relationship Development Manager do?

A Relationship Development Manager is responsible for building and maintaining strong relationships with clients, partners, or stakeholders to drive business growth and customer satisfaction. They identify new business opportunities, develop strategies to enhance client engagement, and ensure that clients’ needs are met effectively. This role often involves regular communication, negotiation, and collaboration with internal teams to deliver solutions that align with clients' goals. Overall, Relationship Development Managers play a key role in fostering long-term partnerships that benefit both the organization and its clients.

What are the key skills and qualifications needed to thrive as a Relationship Development Manager, and why are they important?

To thrive as a Relationship Development Manager, you need a strong background in sales or business development, excellent communication skills, and often a bachelor’s degree in business or a related field. Familiarity with CRM software, data analysis tools, and sales tracking systems is typically important for managing client pipelines and reporting. Exceptional interpersonal skills, emotional intelligence, and strategic thinking help build trust and long-term partnerships with clients. These skills ensure that client relationships are nurtured and expanded, driving sustained business growth and customer retention.

How does a Relationship Development Manager typically collaborate with other departments to achieve business goals?

A Relationship Development Manager frequently works cross-functionally, partnering with sales, marketing, and customer success teams to align strategies and share client insights. This collaboration ensures that client needs are addressed holistically and that opportunities for upselling or cross-selling are maximized. Regular meetings and joint planning sessions are common, allowing the Relationship Development Manager to communicate feedback from clients and help shape service offerings. These interactions foster a team-oriented environment and drive overall business growth.

What is the difference between Relationship Development Manager vs Business Development Representative?

AspectRelationship Development ManagerBusiness Development Representative
Primary FocusBuilding and maintaining long-term client relationshipsGenerating new leads and sales opportunities
Required SkillsCommunication, relationship management, strategic planningProspecting, cold calling, sales pitching
Work EnvironmentAccount management, client meetings, ongoing supportOutbound calls, lead qualification, sales presentations
Industry UsageCustomer-centric industries like finance, tech, consultingSales-driven industries like software, manufacturing, services

The Relationship Development Manager focuses on nurturing existing client relationships and fostering long-term partnerships, while the Business Development Representative primarily seeks new clients and sales opportunities. Both roles require strong communication skills, but their core objectives differ—relationship managers prioritize retention, whereas business reps focus on acquisition.

What cities in Connecticut are hiring for Relationship Development Manager jobs?

Cities in Connecticut with the most Relationship Development Manager job openings:

Relationship Development Specialist

Wethersfield, CT • On-site


Alera Group

7.5

Company rating: 7.5 out of 10

Based on 31 frontline employees who took The Breakroom Quiz

224th of 314 rated insurance

People enjoy working here

Good employer

Recommended by parents


$60K - $75K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago


Job description

OVERVIEW

Relationship Development Specialist – Wealth Services
Location: On-Site

At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking a Relationship Development Specialist who will contribute to client relationships, financial strategy, and operational excellence.

This role will focus on [financial planning support, client advisory, portfolio management, operations, etc.] and partner with [advisors, compliance, operations, custodians].

About Alera Group
Founded in 2017, Alera Group has grown to become the 12th largest broker of U.S. business. We are passionate about our clients’ success in Employee Benefits, Property & Casualty Insurance, Retirement Plan Services, and Wealth Services. With offices nationwide, our collaborative approach allows us to deliver national strength with local service.

Why Alera Group
  • Meaningful Impact: Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction

  • Growth & Learning: Opportunities to deepen your expertise and gain exposure to a variety of clients and industries

  • Collaborative Culture: Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way


RESPONSIBILITIES
What You'll DoClient Experience & Advisory Support
  • Contact prospective clients from company-provided leads and introduce the value of a complimentary financial consultation
  • Build rapport and establish trust with prospective clients and existing contacts
  • Reengage prospects and encourage participation in follow-up meetings with advisors
  • Schedule appointments for financial advisors and ensure a seamless client handoff
  • Maintain a professional, friendly, and client-focused experience during every interaction
Operational & Compliance Excellence
  • Accurately document client interactions, appointment outcomes, and follow-up activities within the CRM system
  • Maintain organized records and support adherence to company processes and procedures
  • Effectively manage advisor calendars and coordinate appointment scheduling
  • Ensure all communications are completed professionally and in accordance with company standards
  • Support team objectives through consistent follow-through and administrative accuracy
Growth & Retention
  • Meet or exceed daily call activity and appointment-setting goals
  • Promote the value of meeting with a financial advisor to prospective clients
  • Handle objections professionally and confidently while maintaining positive client relationships
  • Support lead conversion and client engagement initiatives
  • Contribute to business development efforts through proactive outreach and relationship building

QUALIFICATIONS
What You BringRequired
  • Previous experience in telephone sales, appointment setting, inside sales, or a related client-facing role
  • Strong verbal communication and active listening skills
  • Professional and engaging phone presence
  • Ability to build rapport and establish trust with prospective clients
  • Strong organizational skills and attention to detail
  • Self-motivated and goal-oriented with the ability to work independently
Preferred
  • Experience working with Salesforce or other CRM platforms
  • Experience working with retirees, pre-retirees, or mature client populations
  • Knowledge of the financial services, wealth management, or insurance industry
  • Proven success achieving appointment-setting or sales activity goals
Core Competencies
  • Relationship building
  • Persuasive communication
  • Active listening
  • Customer service orientation
  • Organization and time management
  • Resilience and adaptability
  • Professionalism and integrity
  • Goal-focused execution

ADDITIONAL INFORMATION

Compensation:
Salary range: $60,000 – $75,000 per year

Benefits:
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.

Work Model:
This role is In-Office
[Add time zone or location preferences if needed]

Professional Development – Alera Group Academy

At Alera Group, growth isn’t left to chance. Through Alera Group Academy, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.

You’ll have access to:

  • Role-specific learning paths

  • Leadership development programs

  • Technical and compliance training

  • Industry certifications and continuing education support

  • Peer learning and knowledge-sharing communities

Whether you’re deepening technical expertise or preparing for leadership, we’re invested in helping you grow.

Licensure & Certifications (If Applicable)

This position may require:

  • Active FINRA licenses required or ability to obtain within the agreed upon timeline after hire
  • CFP® preferred or encouraged

  • Ongoing continuing education to maintain active status

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.

#LI-AM1

#LI-In-Office


Location Type
In-OfficeQualifications:
What You BringRequired
  • Previous experience in telephone sales, appointment setting, inside sales, or a related client-facing role
  • Strong verbal communication and active listening skills
  • Professional and engaging phone presence
  • Ability to build rapport and establish trust with prospective clients
  • Strong organizational skills and attention to detail
  • Self-motivated and goal-oriented with the ability to work independently
Preferred
  • Experience working with Salesforce or other CRM platforms
  • Experience working with retirees, pre-retirees, or mature client populations
  • Knowledge of the financial services, wealth management, or insurance industry
  • Proven success achieving appointment-setting or sales activity goals
Core Competencies
  • Relationship building
  • Persuasive communication
  • Active listening
  • Customer service orientation
  • Organization and time management
  • Resilience and adaptability
  • Professionalism and integrity
  • Goal-focused execution
Education:UNAVAILABLEEmployment Type: FULL_TIME

What Alera Group employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom