Relationship Manager

• Bachelor's degree in business administration, Finance, Entrepreneurship, or a related field (MBA or equivalent is a plus).
• Proven experience in business consulting, business development, client relations, or sales.
• Preferably has experience working in or closely with family businesses.
• Entrepreneurial mindset with a strong business development acumen.

• Business Acumen & Sales Expertise

• Proven track record in business development, sales, or consulting.

• Understanding of family business structures, challenges, and governance principles.

• Ability to craft compelling client engagement strategies.

• Relationship & Communication Skills

• Strong personal and professional network, preferably within family businesses.

• Excellent verbal and written communication skills; adept at making presentations.

• Capable of building and sustaining long-term client relationships.

• Strategic Thinking & Problem-Solving

• Ability to assess client needs and recommend strategic solutions.

• Competency in analyzing financial, legal, and operational aspects of family businesses.

• Forward-thinking approach to business growth and risk mitigation.

• Entrepreneurial & Values-Driven Mindset

• Self-motivated and proactive in identifying business opportunities.

• Values-driven, with a strong commitment to ethical business practices.
• Passionate about the PFBC mission of strengthening family businesses.

A successful Relationship Manager must have a strong background in business development, client engagement, and strategic consulting, with a demonstrated ability to build and sustain long-term client relationships. The ideal candidate should possess a bachelor's degree in business, Finance, Entrepreneurship, or a related field, with an MBA or equivalent being a significant advantage. Prior experience in consulting, sales, or business development is essential, preferably within a family business environment or network. Entrepreneurial in mindset, the RM should have a proven ability to identify and convert business opportunities, meet and exceed sales targets, and drive revenue growth through strategic partnerships.

Strong communication and influencing skills are critical, with the ability to engage clients persuasively, deliver compelling presentations, and foster trust-based relationships. The candidate should demonstrate high emotional intelligence, adaptability, and problem-solving abilities, ensuring they can navigate complex business challenges while maintaining a client-first approach. A deep understanding of family business governance, succession planning, and wealth preservation is highly preferred. Ideal candidates will exhibit a values-driven and ethical leadership style, aligning with PFBC's mission to support family businesses in achieving sustainable growth.

From a strength's perspective, the RM should demonstrate a balance of execution, influence, relationship-building, and strategic thinking. They should have the discipline and responsibility to follow through on commitments, the ability to win others over and communicate effectively, and the relational skills to build trust and maintain strong client partnerships. Additionally, they should possess an analytical and strategic mindset, continuously learning and applying insights to help clients succeed.

The ideal Relationship Manager is not just a salesperson but a strategic partner who aligns with PFBC's mission of strengthening family businesses. They must possess a deep understanding of business development, a strong relationship management capability, and a consultative approach to client engagement. A successful RM will drive revenue, sustain lasting client relationships, and contribute to PFBC's position as a premier consulting firm for family enterprises.

B. Job Summary

The Relationship Manager (RM) serves as a key driver of business growth and client success by strategically managing and expanding PFBC's portfolio of family business clients. This role requires a deep understanding of family enterprise dynamics, allowing the RM to position consulting services that are not only relevant but also highly personalized to each client's stage of development and generational context. The RM actively identifies new business opportunities, initiates client conversations, and translates business challenges into structured consulting engagements. In doing so, the RM helps ensure that PFBC continues to deliver value-driven solutions that strengthen the long-term health of its clients' businesses and family legacies.

Beyond client acquisition, the RM is equally focused on deepening relationships with existing clients to support retention and long-term partnership. This includes conducting regular check-ins, facilitating feedback loops, and working closely with consulting teams to align service delivery with evolving client needs. The RM monitors client satisfaction and engagement trends, proactively addressing any concerns and identifying additional opportunities for support. By maintaining trust-based relationships and consistently delivering strategic insights, the RM helps position PFBC as a trusted advisor and partner in the multigenerational success of family enterprises.

1. Business Development & Sales Engagement

• Identify, develop, and execute strategies to engage potential family business clients.
• Drive sales initiatives by setting and achieving quotas, adjusting performance as needed, and refining processes to enhance client acquisition and retention.
• Utilize PFBC's communication and marketing strategy to establish meaningful connections with individuals, institutions, associations, and family foundations.

• Promote PFBC's Family Focus Discussion (FFD) program and other consulting services within personal and professional networks.

• Client Relationship Management

• Build, maintain, and strengthen long-term relationships with clients and strategic partners.

• Act as a trusted advisor to family businesses, providing insights into asset protection, wealth preservation, succession planning, and/or risk mitigation.

• Collaborate with Senior and Partner Consultants to offer comprehensive business consulting solutions tailored to the needs of each family business.

• Consulting & Professional Growth

• Participate in the Consultants Development Program to acquire new skill sets and enhance client servicing competencies.

• Support and apply best practices in family business governance, asset protection, and wealth perpetuation.

• Prepare and deliver insightful reports and presentations related to corporate formation, ownership transitions, and business continuity planning.

• Ethics & Alignment with PFBC Values

• Uphold PFBC's vision, mission, and core values, ensuring that they are integrated into business solutions.

• Abide by PFBC's Code of Ethics, maintaining integrity and commitment to the company's mission.
• Avoid promoting or referring services that directly compete with PFBC's offerings.

E. Key Competencies & Strengths (Based on Gallup StrengthsFinder)

To excel as an RM, candidates should ideally exhibit strengths across all four domains:

1. Executing Domain (Action-Oriented & Reliable)

2. Discipline: Values structure, organization, and consistency in managing accounts and clients.

3. Responsibility: Takes ownership of commitments and follows through with high accountability.

4. Restorative: Problem-solving mindset; proactively identifies and resolves client challenges.

5. Influencing Domain (Persuasive & Impactful)

6. Woo (Winning Others Over): Strong networking skills; easily build new relationships.

7. Communication: Ability to articulate complex ideas in an engaging and persuasive manner.

8. Relationship Building Domain (Client-Centric & Trust-Oriented)

9. Adaptability: Thrives in dynamic business environments and can pivot strategies as needed.

10. Empathy: Understands clients' emotions, needs, and motivations to foster deep connections.

11. Relator: Builds and nurtures long-term relationships with key stakeholders.

12. Strategic Thinking Domain (Visionary & Forward-Thinking)

13. Analytical: Uses data-driven insights to understand business challenges and opportunities.

14. Learner: Actively seeks knowledge to refine expertise in family business consulting.
15. Strategic: Identifies and navigates challenges by crafting innovative solutions.