Relationship Manager

Jobtailor

Beachwood (OH)

On-site

USD 140,000 - 170,000

Full time

6 days ago

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Job summary

Stratos is seeking a senior relationship manager to lead a regional portfolio of advisory firms. You will build trusted advisor relationships, develop relationship plans, and drive growth through platform adoption and asset consolidation.

The role requires 5+ years in wealth management, FINRA registrations, and a strong track record in cross-functional collaboration. Willingness to travel up to 50% to support advisor meetings and events is expected.

Qualifications

Five+ years in wealth management or related client-facing financial services environments.
Experience coordinating solutions across multiple internal teams.
Knowledge of advisor practice models, wealth-management operations, platform technology, and RIAs/regulatory environments.

Responsibilities

Serve as the primary relationship lead for an assigned regional portfolio of Stratos-affiliated advisors and firms.
Lead recurring business reviews linking relationship goals with service performance and growth priorities.
Monitor relationship health and coordinate interventions to address risks.
Identify and pursue organic growth, asset consolidation, and platform-expansion opportunities.
Help advisors adopt Stratos resources and coordinate discovery with internal teams.
Drive adoption of Stratos’ Advisor Insights Platform and custody/investment solutions.
Act as advisor advocate across service, operations, product, technology, and sales.

Skills

Relationship Management

CRM Proficiency

Clear Communication

Analytical Judgment

Travel up to 50%

Cross-functional Collaboration

Education

Bachelor's degree in business, finance, economics

FINRA Series 65

FINRA Series 66

CFP

CIMA

CRPC

CFA

Tools

CRM Systems

Portfolio Accounting

Financial Planning Software

Advisor Insights Platform

Job description

Serve as the primary relationship lead for an assigned regional portfolio of Stratos-affiliated advisors and firms
Build trusted relationships with advisors, principals, and key operating staff
Develop relationship plans covering objectives, goals, opportunities, risks, commitments, and next actions
Lead recurring business reviews connecting relationship goals, service performance, growth priorities, platform capabilities, and success measures
Monitor relationship health and retention-risk signals; coordinate interventions and elevate material concerns
Identify and pursue organic growth, asset consolidation, referral development, practice-management, and platform-expansion opportunities
Help advisors adopt Stratos investment, custody, technology, planning, and platform resources
Partner with sales and subject‑matter experts to qualify opportunities, coordinate discovery, and manage resolution or handoff
Drive adoption of Stratos’ Advisor Insights Platform, Stratos Investment Management offerings, and SEI custody and investment solutions
Provide advisor feedback and competitive insight to Stratos
Act as advisor advocate and quarterback across service, operations, product, technology, compliance, investments, practice management, onboarding, and sales
Clarify ownership, timelines, dependencies, and communications for requests and initiatives
Lead resolution of routine and moderately complex issues; promptly expedite regulatory, legal, reputational, contractual, and high-impact commercial matters
Maintain accurate CRM and reporting records, including relationship plans, opportunities, meeting notes, action items, risk indicators, and reports
Work within applicable policies, procedures, licensing requirements, supervisory expectations, and documentation standards

Requirements

At least five years of relevant experience in wealth management, registered investment advisers, advisor platforms, custody, asset management, broker-dealer services, financial technology, or a closely related client‑facing financial‑services environment
Demonstrated success managing ongoing business relationships and coordinating solutions across multiple internal teams
Working knowledge of advisor practice models, wealth‑management operations, investment and custody concepts, platform technology, and the regulatory environment supporting RIAs and hybrid firms
Ability to lead a business conversation, communicate clearly, manage competing priorities, and turn complex issues into practical next steps
Strong analytical judgment and comfort using CRM, reporting, presentation, and collaboration tools to manage a portfolio
Active FINRA Series 65 or Series 66 registration
A bachelor's degree in business, finance, economics, or a related field, or equivalent relevant experience
Willingness to travel up to 50 percent to support advisor meetings, events, and territory coverage
Experience supporting independent advisors, RIAs, hybrid firms, affiliated practices, or multi‑custody environments
FINRA Series 7 registration, and a CFP, CIMA, CRPC, or CFA designation
Fluency with CRM, portfolio accounting, financial planning, and custodial platforms
Experience facilitating business reviews, relationship plans, advisor events, or practice‑management conversations
Comfort in a growing organization where process is still being built, tested, and improved
Alignment with company values: People First, Empower Entrepreneurs, Positive Can‑Do Attitude, Embrace Collaboration, and Do the Right Thing

Core Competencies

Demonstrates expertise in managing relationships within wealth management, focusing on advisor platforms, investment and custody concepts, and regulatory environments. Proficient in utilizing CRM and reporting tools to drive business growth and enhance advisor engagement.

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