Relationship Manager, Asset Manager Solutions

SMArtX Advisory Solutions; United States; Remote; USD 110,000 - 180,000; Full time

Job summary

SMArtX Advisory Solutions seeks a seasoned professional to manage a portfolio of ~75 asset manager relationships and lead onboarding from agreement to platform launch. You will coordinate timelines across Legal, Compliance, Finance, Operations, Product, and Technology, educate partners on platform capabilities, and maintain onboarding documentation and contract workflows.

The role requires exceptional communication, strong presentation skills, and proven multi-project management abilities to

Qualifications

• Bachelor's degree required.
• 6–10 years in relationship management, client success, account management, or project management.
• Proven success managing multiple client relationships and complex implementation projects.
• Excellent written and verbal communication skills.
• Strong presentation skills with ability to explain technical or operational concepts.
• Outstanding organizational skills and attention to detail.
• Strong project management and problem-solving skills.

Responsibilities

• Own and manage a portfolio of approximately 75 asset manager relationships as the primary point of contact.
• Lead the complete asset manager onboarding experience from agreement execution through platform launch.
• Coordinate implementation timelines across Legal, Compliance, Finance, Operations, Product, and Technology teams.
• Educate partners on platform capabilities, operational workflows, and model maintenance procedures.
• Manage onboarding documentation, pricing updates, and contractual workflows.
• Maintain accurate records within Salesforce and Jira.
• Advocate for asset managers internally to influence product enhancements and process improvements.

Skills

Relationship management

Client success

Account management

Project management

Written and verbal communication

Presentation skills

Organization

Problem solving

Education

Bachelor's degree

Tools

Salesforce

Jira

Job description

Responsibilities

• Own and manage a portfolio of approximately 75 asset manager relationships as the primary point of contact.
• Lead the complete asset manager onboarding experience from agreement execution through platform launch.
• Coordinate implementation timelines across Legal, Compliance, Finance, Operations, Product, and Technology teams.
• Educate partners on platform capabilities, operational workflows, and model maintenance procedures.
• Manage onboarding documentation, pricing updates, and contractual workflows.
• Maintain accurate records within Salesforce and Jira.
• Advocate for asset managers internally to influence product enhancements and process improvements.

Requirements

• Bachelor's degree
• 6–10 years of experience in relationship management, client success, account management, or project management
• Proven success managing multiple client relationships and complex implementation projects simultaneously
• Outstanding written and verbal communication skills
• Strong presentation skills with the ability to explain technical or operational concepts
• Exceptional organizational skills and attention to detail
• Strong project management and problem-solving skills

Preferred Qualifications

• Experience in Asset Management or Wealth Management
• Familiarity with Model Portfolios, Managed Accounts, UMA, or TAMP
• Experience with Wealth Technology Platforms or fintech solutions
• Proficiency with Salesforce CRM and Jira
• Experience in contract administration and implementation management

About the Company

SMArtX Advisory Solutions provides a leading managed accounts platform, serving as a bridge between the investment management community and advanced wealth technology.