Relationship Manager

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Overview :

Our client is looking for a proactive, strategic Relationship Manager to help advisory firms and RIAs get the most value out of their platform. This is not a support role in the traditional sense — it’s a strategic, client-facing position where you’ll work closely with partners to drive adoption, deliver measurable results, and build relationships that grow stronger over time. The ideal candidate is a trusted advisor and collaborative problem solver who understands the unique challenges of the wealth management industry. If you thrive in a dynamic environment and love helping clients succeed through technology, strategy, and service, this opportunity could be a perfect fit.

Responsibilities :

• Managing the full post-sale lifecycle for advisory clients — from onboarding to ongoing support and growth.
• Leading strategic planning sessions to define success metrics and ensure alignment with client goals.
• Driving engagement by encouraging adoption of new features and best practices across the platform.
• Acting as an internal advocate for your clients, sharing feedback and insights with Product, Operations, and other teams.
• Helping firms navigate major changes like custodian transitions, team restructuring, and platform enhancements.
• Monitoring client health, proactively resolving issues, and ensuring retention and satisfaction.
• Collaborating with internal teams to continuously improve the client experience and service delivery.

Qualifications :