Relationship Manager

Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs)

Scottsdale (AZ)

On-site

USD 90,000 - 140,000

Full time

14 days+

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Benefits offered by this job

Medical benefits

Dental insurance

Vision insurance

401k with matching

Paid Time Off (PTO)

PTO

Job summary

A leading wealth management technology firm based in Scottsdale, AZ is looking for a Financial Relationship Manager to support clients post-sale. This role focuses on client advocacy, ensuring successful platform use and satisfaction. The ideal candidate has 3-5 years of experience in fintech or wealth management, excels in relationship management, and is proficient in Microsoft Office. A strong commitment to client success and problem-solving skills are essential. This role is 100% onsite with benefits including medical, dental, vision, and a 401k plan.

Qualifications

3-5 years of experience in fintech or wealth management.
Excellent verbal and written communication skills.
Deep understanding of RIA operations and investment platforms.
Ability to build and maintain relationships with senior executives and key decision-makers required.
Microsoft Office Suite required.
Excellent verbal and written communication skills, with strong time management and prioritization abilities required.
Self-reliant, adaptable, fast-paced environment experience required.

Responsibilities

Own the post-sale experience for a portfolio of clients.
Drive product adoption with training and strategic touchpoints.
Identify opportunities for deeper engagement and account retention.
Be the internal voice of clients surfacing insights to Product, Operations, Trading, and Support teams.
Identify opportunities for deeper engagement, platform expansion, and account retention.
Navigate custodian transitions, advisor onboarding, and organizational changes with clarity.
Track client health and proactively resolve issues to keep relationships strong.
Collaborate cross-functionally to enhance the client experience and service model.

Skills

Client relationship management

Problem-solving

Communication skills

Time management

Adaptability

Self-reliant

Senior executive relationships

Fintech/wealth management knowledge

Tools

Microsoft Office Suite

WealthTech Platforms (e.g., Orion)

Internal Collaboration tools (e.g., Monday.com)

Custodian portals

WealthTech platforms

Job description

The Opportunity

As a Financial Relationship Manager, you’ll support clients once they’ve started using our services, helping them maximize the value of our platform. Your main goal is to ensure they get the most out of it, leading to continued usage and renewals. This role is focused on operations rather than sales.

You’ll collaborate closely with leadership and various teams to ensure a seamless client experience. You’ll act as the client’s advocate, gathering feedback to help us improve and develop new solutions that meet evolving needs. You will work to provide exceptional technology to wealth management advisors.

You’ll manage client relationships from an operational perspective, focusing on customer service. You’ll handle day-to-day issues, conduct regular check-ins with clients, keep them informed about training opportunities and new product features, and assist with performance reports and other key documents to reinforce confidence in our team.

Our Relationship Managers are catalysts for success. You’ll guide our RIA partners through each phase of their journey, empowering clients with greater clarity, capability, and confidence on our platform. This is a proactive, relationship-driven role that requires strong instincts, creative problem-solving, and a deep commitment to client success.

You’ll serve as the strategic partner for a portfolio of advisory firms and RIAs, leading success planning, driving adoption, addressing challenges, and representing the voice of your clients internally. Your efforts will contribute to stronger client relationships, more effective platform use, and measurable business growth for our clients.

This isn’t a typical 9-to-5. There will be days and weeks with early starts and late finishes to meet deadlines. We move fast, expect a lot, and reward those who thrive in a hands-on, dynamic environment.

Company

We are a wealth management company with a technology platform designed to make financial advising easier and more effective. Our system helps businesses and advisors work more efficiently by bringing all daily tasks into one easy-to-use interface. Our flexible solution serves registered investment advisors (RIAs), broker-dealers, and multifamily offices, with tools for onboarding, trading, billing, reporting, and analytics.

Our wealth management technology platform is focused on providing a scalable digital wealth management system that empowers advisors to focus on what matters most. Clients include small investment offices and RIAs, and we aim to be the go-to solution for wealth management growth.

Responsibilities

Own the post-sale experience for a portfolio of RIA and enterprise clients — from onboarding through long-term growth.
Lead success planning conversations to align client goals with platform strategy, timelines, and KPIs.
Drive product adoption by coordinating training, feature rollouts, and strategic touchpoints.
Be the internal voice of your clients - surfacing insights to Product, Operations, Trading, and Support teams.
Identify opportunities for deeper engagement, platform expansion, and account retention.
Navigate custodian transitions, advisor onboarding, and organizational changes with clarity and confidence.
Track client health and proactively resolve issues before they escalate - keeping relationships strong and productive.
Collaborate cross-functionally to continuously enhance the client experience and our service model.

Qualifications, skills, and experience

3-5 years of experience in fintech or wealth management – required.
Experience in customer-facing roles focused on client success and service is highly preferred. (Examples include consultant, strategist, technical account manager, operations account manager, relationship manager, customer/client success, etc.) – Required.
Deep understanding of RIA operations, investment platforms, and advisor-client dynamics – Required.
Ability to build and maintain relationships with senior executives and key decision-makers – required.
Microsoft Office Suite – required.
Excellent verbal and written communication skills, along with strong time management and prioritization abilities – required.
Self-reliant, adaptable, and able to thrive in a fast-paced environment – required.
WealthTech Platforms (Orion, Tamarac, Black Diamond, Addepar) – a plus.
Custodian Portals (Schwab, Fidelity, Pershing, Goldman Sachs) – a plus.
Experience with custodial transitions - big plus.
Internal Collaboration / project tools (Monday.com, Slack) – a plus.
Must be based in or willing to relocate to Scottsdale, AZ.
The company cannot sponsor a Visa.

Employment details