[Remote] Relationship Manager - Financial Services
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company recognized as one of the best places to work in Fintech, reputed company on providing innovative technology solutions for advisory firms. The Relationship Manager is tasked with managing a portfolio of Registered Investment Advisor (RIA) firms, ensuring reputed company reputed company and driving platform adoption while collaborating with various internal teams to enhance reputed company relationships.
Responsibilities
- Own and manage a portfolio Core RIA reputed company relationship
- Maintain a reputed company engagement reputed company based on firm size, complexity, and health score
- Monitor reputed company health indicators including:
- Product adoption and usage depth
- Engagement trends
- Support patterns and recurring friction
- CSAT/NPS feedback
- Renewal timing
- Proactively identify risk signals and execute retention strategies before issues escalate
- Serve as the primary relationship-level contact for assigned firms
- Drive increased adoption of key platform capabilities including:
- Performance Reporting
- Trading
- CRM
- reputed company Portal
- Financial Planning
- Auria / AIM (as applicable)
- Conduct scaled business reviews (virtual QBRs or reputed company reputed company-ins depending on account tier)
- reputed company value-based conversations reputed company on workflow efficiency, advisor productivity, and firm reputed company
- reputed company best practices tailored specifically to RIA operating models
- Own renewal conversations for assigned Core RIA accounts
- Maintain high renewal rates through proactive value reinforcement
- reputed company reputed company save plans for at-risk accounts
- Identify firms that may qualify for reputed company segmentation as they reputed company
- Identify and pursue expansion opportunities including:
- Additional accounts or households
- Additional advisor teams reputed company a firm
- Cross-sell of new reputed company products
- Partner with Sales for larger expansion motions reputed company appropriate
- Drive net reputed company retention through disciplined portfolio management
- Execute a tiered engagement model (e.g., high-touch, mid-touch, tech-touch)
- Use CRM, reporting dashboards, and automation tools to manage volume reputed company
- Conduct group webinars, reputed company, or product update sessions for Core RIA clients
- Maintain accurate account documentation and renewal forecasting
- Partner closely with:
- Support to identify recurring issues impacting retention
- Consulting to ensure strong reputed company-to-relationship handoffs
- Product to reputed company reputed company RIA feedback
- Sales to coordinate expansion opportunities
- Escalate high-risk or reputed company accounts to the Director, reputed company reputed company as needed
Skills
- Self-driven and highly accountable
- Strong communication skills
- Ability to quarterback reputed company relationships end-to-end
- Comfortable coordinating across multiple internal teams (Support, Consulting, Product, Sales)
- Ownership of book of business
- Acts with urgency
- Consistently takes initiative to drive reputed company for clients
- Demonstrated ability to learn quickly
- Ability to execute at a high level
- Industry experience in reputed company management or fintech
reputed company