Senior Relationship Manager

Job Description

Job Description

Level / Function : Lead Specialist, Relationship Management

Title : Senior Relationship Manager

About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses which, combined, provide end-to-end solutions across the investment lifecycle.

Position Overview of the Senior Relationship Manager :

The Senior Relationship Manager role is the BetaNXT conduit to our clients. They manage accounts providing customers with service, support and improvement opportunities to increase revenue, maximize retention and upsell. They have the deepest relationship with our clients and understand their business, strategies, organizational structure, and technologies. The Senior Relationship Manager will work to identify opportunities where BetaNXT can assist our clients in fulfilling their business needs.

Duties and Responsibilities of the Senior Relationship Manager :

Know the Client

• Responsible for gaining deep understanding of the client’s strategy, understanding the client’s products and interfaces (3rd parties) and understanding the client’s business model inclusive of ancillary products and technology.
• Responsible for identifying new client relationship opportunities (CEO, CIO, SVP, EVP, etc.).
• Representing BetaNXT by attending client conferences.

Managing the Relationship

Internal Client Reporting / Communication

Business Development

Skills and Experience of the Senior Relationship Manager :

Compensation :

We offer a competitive compensation package commensurate with experience including full benefits offering and PTO. Minimum salary of $120,000

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