Relationship Manager

Selby Jennings; New York (NY); Presencial; USD 90.000 - 140.000; Jornada completa

Descripción de la vacante

Selby Jennings is seeking a Relationship Manager in New York to support and grow a portfolio of financial services clients. You will serve as a strategic partner, driving adoption, engagement, and long-term success while delivering an exceptional client experience.

You will collaborate with Sales, Product, Marketing, and Operations to guide clients from onboarding through expansion and retention, becoming a trusted advisor, and identifying opportunities for growth in a fast-paced fintech

Formación

• Bachelor's degree or equivalent professional experience.
• 4+ years of experience in Relationship Management or closely related fields.
• FINRA Series 7 and Series 63 licenses, or willingness to obtain them.
• Experience in financial services, fintech, or regulated industries preferred.
• Strong communication, presentation, and stakeholder management skills.

Responsabilidades

• Manage a portfolio of client accounts with focus on relationship development and platform adoption.
• Lead onboarding, implementation, and training for clients.
• Conduct regular business reviews and identify growth opportunities.
• Serve as the primary contact for client inquiries and support needs.
• Partner with Sales to expand within existing accounts.
• Become a subject matter expert and trusted resource for clients.
• Gather client feedback and collaborate with Product/Design/Operations to improve experiences.
• Contribute to scalable best practices across the client-facing organization.
• Support client events and educational sessions as needed.

Conocimientos

Relationship management

Client success

Stakeholder management

Communication skills

Educación

Bachelor's degree or equivalent

Herramientas

FINRA Series 7

FINRA Series 63

Descripción del empleo

Our client is a high-growth financial technology company that partners with financial services firms to deliver innovative solutions designed to enhance client engagement, improve advisor productivity, and support business growth. Following strong market traction and continued investment, the organization is entering an exciting phase of expansion while maintaining a collaborative, client-focused culture.

The Opportunity

Relationship Manager

About Our Client

Our client is seeking a Relationship Manager to support and grow a portfolio of financial services clients. This individual will serve as a strategic partner to customers, helping drive adoption, engagement, and long-term success while delivering an exceptional client experience.

The role sits at the intersection of relationship management, client success, and account growth. The successful candidate will work closely with Sales, Product, Marketing, and Operations teams to support clients throughout their lifecycle, from onboarding and implementation through ongoing expansion and retention efforts.

Key Responsibilities

• Manage a portfolio of client accounts with a focus on relationship development, client satisfaction, retention, and platform adoption.
• Lead onboarding, implementation, and training efforts for new and existing clients.
• Conduct regular business reviews, check-ins, and strategic conversations to identify opportunities for growth and increased engagement.
• Serve as the primary point of contact for client inquiries, troubleshooting, and ongoing support needs.
• Partner with Sales teams to identify and execute expansion opportunities within existing accounts.
• Become a subject matter expert on the platform and act as a trusted resource for clients.
• Gather client feedback and collaborate with Product, Design, and Operations teams to enhance the customer experience.
• Contribute to process improvements and scalable best practices across the broader client-facing organization.
• Support client events, educational sessions, and industry conferences as needed.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 4+ years of experience in Relationship Management, Customer Success, Account Management, Client Service, or another client-facing function.
• FINRA Series 7 and Series 63 licenses, or willingness to obtain them upon joining.
• Experience within financial services, technology, SaaS, fintech, or other regulated industries preferred.
• Demonstrated ability to manage and grow client relationships while delivering exceptional service.
• Experience supporting onboarding, implementation, training, or customer adoption initiatives.
• Strong communication, presentation, and stakeholder management skills.
• Highly organized, detail-oriented, and comfortable managing multiple priorities simultaneously.
• Ability to collaborate across functions and thrive in a fast-paced, growth-oriented environment.
• Professional licensing or industry certifications are a plus but not required.