Relationship Manager

InvestCloud, Inc.; United States; On-site; USD 175,000 - 185,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Disability/Life Insurance

401(k) match

Paid time off

FSA/HSA

Job summary

InvestCloud, Inc. is seeking a Relationship Manager to foster strong client partnerships, ensure delivery of products and services, and drive satisfaction and retention. You will manage senior-level client relationships, navigate complex deals, and align product delivery with business objectives.

The role emphasizes growth via portfolio expansion and strategic account planning, with a focus on cross-functional collaboration across success, delivery, and product teams to meet client goals.

Qualifications

• Bachelor's degree in Business Administration, Marketing, or a related field.
• 10+ years of experience in account and sales management.
• 10+ years of financial services experience including RIAs, RIA Aggregators, Asset Managers, Wealth Managers, and Banks.
• Proven sales skills in complex deal development.
• Proven ability to interface at the C-suite level.
• Proven experience in client-facing roles, preferably in a B2B SaaS environment.
• Exceptionally strong communicator and influencer/negotiator with interpersonal skills that adapt to the audience.
• Excellent project management and organizational abilities.
• Strategic thinker with the ability to understand clients' business challenges and develop tailored solutions.
• Results-oriented mindset with a track record of driving client satisfaction and revenue growth.
• Knowledge of industry best practices and emerging trends in client relationship management.

Responsibilities

• Establish, build, and maintain strong relationships with key clients through a consultative, business-oriented approach.
• Retain and grow revenue by achieving renewals, planning, and forecasts; collaborate with Customer Success, delivery, and product teams.
• Develop and implement strategic account plans to align with client goals and drive mutual success.
• Conduct thorough needs assessments to identify opportunities for upselling or cross-selling.
• Educate clients on best practices and industry trends to maximize value from offerings.
• Monitor and analyze KPIs to track client satisfaction and drive optimization.
• Lead contract renewal discussions, negotiate terms, and address renewal risks.
• Drive revenue growth by identifying opportunities to expand business with existing clients.
• Stay informed about market trends and competitor activity to advise clients.

Skills

Client relationship management

C-suite stakeholder engagement

Strategic account planning

Negotiation & deal closing

B2B SaaS familiarity

Education

Bachelor's degree in Business Administration or related field

Job description

About The Role

The Relationship Manager plays a pivotal role in fostering strong relationships with InvestCloud's clients, understanding their business needs, and ensuring the successful delivery of products and services. This position requires exceptional communication skills, strategic thinking, and a customer-centric approach to drive client satisfaction and retention. This client-facing role builds and maintains relationships at the senior management level both externally and internally.

About The Role

The Relationship Manager plays a pivotal role in fostering strong relationships with InvestCloud's clients, understanding their business needs, and ensuring the successful delivery of products and services. This position requires exceptional communication skills, strategic thinking, and a customer-centric approach to drive client satisfaction and retention. This client-facing role builds and maintains relationships at the senior management level both externally and internally.

What You'll Do

The Relationship Manager serves as a trusted advisor responsible for ensuring customer satisfaction with our products and services. You will be accountable for expanding relationships with existing clients via product portfolio growth, managing an assigned portfolio of clients through engagement processes, solution delivery, onboarding, and implementation. You will develop successful client partnerships that result in high client satisfaction, retention, and growth, and make significant contributions to client success and solution delivery best practices.

Key Responsibilities

• Client Relationship Management Establish, build, and maintain strong, trusted relationships with key clients by taking a consultative, business-oriented approach to understanding their business objectives, challenges, and opportunities.
• Retain and Grow Revenue Work with clients as a valued and integral partner to achieve their goals, resulting in revenue growth. Maintain direct accountability for account revenue goals (renewals), planning, and forecasts. Work closely with Customer Success, delivery, and product teams to achieve project objectives.
• Strategic Account Planning Develop and implement strategic account plans to align with clients' goals and drive mutual success.
• Needs Assessment Conduct thorough needs assessments to understand clients' requirements and identify opportunities for upselling or cross-selling additional products or services.
• Client Education Educate clients on best practices and industry trends to maximize their value from our offerings.
• Performance Monitoring Monitor and analyze key performance indicators to track client satisfaction, identify areas for improvement, and drive continuous optimization.
• Contract Renewal and Negotiation Partner with internal colleagues to lead contract renewal discussions, negotiate contract terms, legal inquiries, and pricing, and proactively address any potential renewal risks.
• Revenue Growth Drive revenue growth by proactively creating or identifying opportunities to expand business with existing clients by leveraging C-level relationships and participating in new business development efforts.
• Market Intelligence Stay informed about market trends, competitor activities, and industry developments to provide insights and recommendations to clients. Continue to develop client relationships with internal partners at varying levels in the organization to achieve maximum results.

Required Qualifications

• Bachelor's degree in Business Administration, Marketing, or a related field
• 10+ years of experience in account and sales management
• 10+ years of financial services experience including RIAs, RIA Aggregators, Asset Managers, Wealth Managers, and Banks
• Proven sales skills in complex deal development
• Proven ability to interface at the C-suite level
• Proven experience in client-facing roles, preferably in a B2B SaaS environment
• Exceptionally strong communicator and influencer/negotiator with interpersonal skills that adapt to the audience
• Excellent project management and organizational abilities
• Strategic thinker with the ability to understand clients' business challenges and develop tailored solutions
• Results-oriented mindset with a track record of driving client satisfaction and revenue growth
• Knowledge of industry best practices and emerging trends in client relationship management

Preferred Qualifications

• Willingness to travel occasionally to client sites or industry events
• Flexibility to accommodate client needs and time zone differences when required

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2026, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com.

Our Values

• Client Connected
• Human Centered
• Technology Forward
• Respect + Integrity
• Excellence

The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $175,000 - $185,000. Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.