Relationship Manager, RIA Channel (US) | Cincinnati or NYC

IT Accel, Inc.; Cincinnati (OH); Hybrid; USD 110,000 - 170,000; Full time

Job summary

IT Accel, Inc. is seeking an experienced Relationship Manager to manage and expand relationships with RIAs across the United States. The role focuses on structured products, investment technology, and advisory platforms in a fast-paced fintech environment.

You will leverage an established RIA network to grow client accounts, collaborate with Sales, Product, and Implementation teams, and help onboard new clients while ensuring high levels of client satisfaction.

Qualifications

• 5+ years in relationship management, institutional sales, or business development in structured products, derivatives, or alt investments.
• Strong knowledge of structured products, pricing mechanics, and trade execution workflows.
• Established relationships within the U.S. RIA community including independent RIAs, family offices, and RIA aggregators.

Responsibilities

• Manage and strengthen relationships with existing RIA clients across the U.S.
• Serve as primary point of contact, ensuring client satisfaction, platform adoption, and ongoing support.
• Build relationships with CIOs, investment committees, and financial advisors.
• Identify business development opportunities and support new client acquisition.
• Collaborate with Sales, Product, Engineering, and Implementation teams for onboarding.
• Provide expertise in structured products, annuities, and trading workflows.
• Support expansion into asset management products, OTC derivatives, and additional offerings.
• Monitor RIA industry trends, regulatory developments, and market opportunities.
• Represent the company at industry events and client meetings.

Skills

Relationship management

Institutional sales

Structured products

Derivatives

Communication

Education

Bachelor's degree

Tools

Schwab

Fidelity

Pershing

Job description

Industry: Financial Technology (Fintech)

Location: Cincinnati, OH | New York, NY

Position Overview

Our client, a leading fintech company specializing in structured products and investment technology, is seeking an experienced Relationship Manager to manage and expand relationships with Registered Investment Advisers (RIAs) across the United States.

The ideal candidate has strong structured products expertise, an established network within the U.S. RIA market, and experience supporting financial advisors and wealth management firms.

Key Responsibilities

• Manage and strengthen relationships with existing RIA clients, including independent and hybrid RIAs, multi-family offices, RIA aggregators, OCIOs, and TAMPs.
• Serve as the primary point of contact, ensuring client satisfaction, platform adoption, and ongoing support.
• Build relationships with CIOs, investment committees, financial advisors, and operations teams.
• Identify business development opportunities and support new client acquisition across the U.S.
• Collaborate with Sales, Product, Engineering, and Implementation teams to support onboarding and platform integration.
• Provide expertise in structured products, annuities, investment solutions, and trading workflows.
• Support expansion into asset management products, OTC derivatives, and additional investment offerings.
• Monitor RIA industry trends, regulatory developments, and market opportunities.
• Represent the company at industry events, conferences, and client meetings.

Required Qualifications

• 5+ years of experience in relationship management, institutional sales, client coverage, or business development within structured products, derivatives, or alternative investments.
• Strong knowledge of structured products, pricing mechanics, and trade execution workflows.
• Established relationships within the U.S. RIA community, including independent RIAs, family offices, RIA aggregators, OCIOs, and TAMPs.
• Understanding of RIA operations, fiduciary responsibilities, investment committees, and portfolio construction.
• Familiarity with custodial platforms such as Charles Schwab, Fidelity, and Pershing.
• Knowledge of SEC regulations and fiduciary standards applicable to RIAs.
• Excellent communication, presentation, and relationship-building skills.
• Ability to travel across the United States.
• Bachelor's degree in Finance, Economics, Business, or a related field.

Preferred: Series 65 or 66 license, CFA or CAIA designation, and experience with asset management products or OTC derivatives.