Senior Relationship Manager

hace 3 meses


San José, Costa Rica EXANTE A tiempo completo

**About EXANTE**

EXANTE is a wealth tech company that provides centralized trading solutions and B2B financial infrastructure that helps create value through technology.

Our proprietary trading platform enables direct market access to 1M financial instruments from a single multi-currency account, including stocks, ETFs, bonds, futures, and options.

We are a fast-growing global company with 600+ employees across 70+ locations, representing 60 nationalities, all of us following the same guiding principles:

- We believe that freedom is an inherited right
- We are catalysts
- We defend privacy
- We cater to our customers to an unprecedented degree

**As a Financial company, we know our investment priorities. We invest in our people.**

**About the Role**

We are expanding our **Global Sales Force **and looking for an established **Senior Relationship Manager **in multiple locations.

Reporting Line - Regional Head of Sales

Worksite: Remote/ Hybrid/ On-site

**Responsibilities**
- Materialize existing contacts/ clients into new business leading to the Companys AUM growth
- Develop new leads and build sales pipeline
- Work closely with the Regional Manager to craft and execute a potent sales strategy tailored to market segments and opportunities
- Meet monthly, quarterly and annual sales targets set together with management
- Monitor general developments of competition
- Develop trust relationships with a portfolio of clients to ensure they do not turn to competition
- Acquire a thorough understanding of key customer needs and requirements
- Ensure the correct products and services are delivered to customers in a timely manner
- Serve as the link of communication between key customers and internal teams
- Prepare regular reports of progress and forecasts to internal and external stakeholders

**Qualifications**
- **10+** years in a Sales role in Financial Services/Investment industry
- A valid business contact network to build a sales pipeline (HNWI, Private Wealth Management, Asset Managers, Fund Managers, Family Offices, and other private investors)
- **Excellent** knowledge of securities market: stocks, ETFs, bonds, futures and options
- Proven experience in financial service sales and key account management providing solutions based on customer needs
- *Motivated for Sales (Hunting and New Business development) and highly energetic with a good sense of priorities and time management
- Ability in problem-solving and negotiation
- Fluent English. Additional languages will be an asset
- Great communication and presentation skills
- Outstanding relationship building skills
- Willingness to reach and exceed targets, overachiever mentality
- Capability to work and succeed in the fast pace and ever-changing environment

**Personality / Mindset**
- Integrity & loyalty
- Team player with advanced communication and collaboration skills
- A hands-on, can do attitude - always looking for solutions and thinking out of the box
- Overachiever mentality
- Capability to work and succeed in the fast pace and ever-changing environment

**We Offer**
- Competitive salary & performance-based bonus programs
- Corporate benefits (choose your preferred options)
- Opportunity to network and connect in the Corporate Events
- Global career opportunities
- Truly inspiring culture, pleasant and informal work environment
- Ongoing education & training programs
- _Benefits/perks listed above may vary depending on the nature of your employment with the company and the country where you work_



  • San José, Costa Rica EXANTE A tiempo completo

    About the Role We are expanding our  Global Sales Force  and looking for an established  Senior Relationship Manager  in multiple locations. The ideal candidate is a highly motivated individual with ambitions for personal success, who enjoys working as a Hunter in a Sales organization, is passionate to offer truly unlimited investment opportunities...


  • San José, Costa Rica Premier Media A tiempo completo

    Hello, Influencer Relationship Managers! My name is Tomer Hen, and I am a serial entrepreneur with over 15 years of experience in the Digital Marketing industry. During this time, I've spearheaded notable campaigns with leading brands, including MasterCard, Amazon, and Audible among bootstrapped E-Commerce brands. Our company owns a few food & supplement...


  • San José, San José, Costa Rica Acquia A tiempo completo

    OverviewThe Client Relationship Manager is responsible for fostering strong connections with clients and ensuring their success with Acquia's platform services. This role involves:Establishing and maintaining effective account strategies and directions.Identifying and pursuing new business opportunities, guiding them to successful closure.Collaborating with...


  • San José, San José, Costa Rica Acquia A tiempo completo

    Overview: The Client Relationship Manager will be responsible for fostering strong connections with clients and ensuring their success with Acquia's platform services. This role involves steering account strategy and direction while identifying and pursuing new business opportunities. Key Responsibilities: Develop and maintain robust relationships with...


  • San José, San José, Costa Rica Acquia A tiempo completo

    OverviewThe role of the Client Relationship Manager is pivotal in ensuring the success of our customers utilizing Acquia's platform services. This position requires a proactive approach to managing accounts and driving customer satisfaction.Key Responsibilities:Foster and maintain strong relationships with clients, ensuring their success with our...


  • San José, San José, Costa Rica Boston Scientific A tiempo completo

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Distribution Relationship Manager. In this role, you will be responsible for managing our distribution relationships across multiple countries, developing and implementing strategies to maximize our operating income, and building strong relationships with key...


  • San José, San José, Costa Rica Boston Scientific A tiempo completo

    About the RoleWe are seeking a highly skilled and experienced professional to join our team as a Distribution Relationship Manager. In this role, you will be responsible for managing multi-account Third-Party business for a Distributor, developing distribution partners, and designing and implementing plans to maximize BSC's overall operating income.Key...

  • Senior Account Manager

    hace 4 meses


    San José, Costa Rica SoftwareOne A tiempo completo

    Job Function: Field Sales The role: We strive to foster a culture and workplace that empowers our employees to be authentic, best versions of themselves. This is the basis of our diversity, equity, inclusion, and belonging initiatives. We are thrilled to announce an opportunity to join our team as: **Senior Account Manager** Full-time | Costa Rica | Hybrid...


  • San José, Costa Rica Boston Scientific Corporation A tiempo completo

    **Work mode**:Field Based**Territory**:Costa Rica**Additional Locations**: Costa Rica-Coyol; Costa Rica-Heredia**Diversity - Innovation - Caring - Global Collaboration - Winning Spirit - High Performance** - At Boston Scientific, we’ll give you the opportunity to harness all that’s within you by working in teams of diverse and high-performing employees,...

  • Senior Portfolio Manager

    hace 2 semanas


    San José, San José, Costa Rica Grupo Preseleccion A tiempo completo

    Job DescriptionWe are seeking a highly skilled and experienced professional to join our team as a Collections Manager at Grupo Preseleccion.Key ResponsibilitiesLead a team of professionals in managing OTC processes, ensuring successful outcomes and a high level of customer satisfaction.Develop and implement effective strategies to improve team performance,...


  • San José, Costa Rica Midland Credit Management, Inc. A tiempo completo

    **About Us** We are more than a specialty finance company providing debt recovery solutions for consumers. We are a global team of over 4,000 employees whose daily mission is to empower consumers to begin their path towards financial recovery and build a better life for themselves and their families. We know that the only way to support this mission is by...

  • Senior Manager HRbp

    hace 4 meses


    San Antonio, Costa Rica Stryker A tiempo completo

    **Why join Stryker?**: Our total rewards package offering includes bonuses, healthcare, insurance benefits, retirement programs, wellness programs, as well as service and performance awards - not to mention various social and recreational activities, all of which are location specific. **Know someone at Stryker?**: **Position Summary**: **Who we...

  • Senior Quality Manager

    hace 3 semanas


    San Francisco, Heredia, Costa Rica Boston Scientific A tiempo completo

    Job Summary:We are seeking a highly skilled and experienced Senior Quality Manager to join our team at Boston Scientific. As a Senior Quality Manager, you will be responsible for developing and managing a high-performance Quality Specialist team with a focus on customer needs, compliance, and department high performance.Key Responsibilities:Develop and...


  • San José, Costa Rica Amazon Support Services Costa Rica SRL A tiempo completo

    5+ years of Business to Business (B2B) and/or Enterprise sales experience. - Proficient on English Language (Written and spoken) - BA/BS degree or equivalent work experience required - Working experience identifying, developing, negotiating, and closing large-scale purchasing contracts or software agreements. - Experience in positioning and selling...


  • San José, Costa Rica Amazon Support Services Costa Rica SRL A tiempo completo

    Would you like to lead a business team to drive customer engagement and adoption for an innovative leader in supply chain? Come be a part of a rapidly expanding $25 billion-dollar global business as Senior Sales Manager for our Industrials & Field SMB team , we set out every day to innovate and disrupt the status quo. We stand at the intersection of tech and...

  • Senior Product Manager

    hace 3 meses


    San José, Costa Rica Pfizer A tiempo completo

    Why Patients Need You Technology impacts everything we do. Pfizer’s digital and ‘data first’ strategy focuses on implementing impactful and innovative technology solutions across all functions from research to manufacturing. Whether you are digitizing drug discovery and development, identifying solutions, or making our work easier and faster, you will...


  • San José, Costa Rica SITA Switzerland Sarl A tiempo completo

    Overview: **Business Development Senior Manager (Voice & Unified Communications)** The Voice & Unified Communications (UC) Business Development Senior Manager is responsible for engaging with SITA Sales and Pre-Sales teams across their assigned Territory or Market Segment to attain new business growth and customer satisfaction within the designated...


  • San José, Costa Rica SITA Switzerland Sarl A tiempo completo

    Description: **Business Development Senior Manager (Wireless & Mobility Business)** The Wireless & Mobility Business Development Senior Manager is responsible for engaging with SITA Sales and Pre-Sales teams across their assigned Territory or Market Segment to achieve new business growth and client satisfaction within the designated territory and accounts...


  • San José, Costa Rica SITA Switzerland Sarl A tiempo completo

    Description: **Business Development Senior Manager (Voice & Unified Communications)** The Voice & Unified Communications (UC) Business Development Senior Manager is responsible for engaging with SITA Sales and Pre-Sales teams across their assigned Territory or Market Segment to attain new business growth and customer satisfaction within the designated...


  • San José, Costa Rica SITA Switzerland Sarl A tiempo completo

    Overview: **Business Development Senior Manager (Wireless & Mobility Business)** The Wireless & Mobility Business Development Senior Manager is responsible for engaging with SITA Sales and Pre-Sales teams across their assigned Territory or Market Segment to achieve new business growth and client satisfaction within the designated territory and accounts for...