Remote SVP, Client Relationships & Growth

InvestCloudOct2024; United States; Remote; USD 325,000 - 375,000; Full time

Benefits offered by this job

Remote work

Job summary

InvestCloud is hiring a Senior Vice President, Relationship Management to lead a team of senior relationship managers and drive client engagement for top-tier financial institutions. You will guide strategic account planning, executive sponsorship, and delivery excellence across RIAs, asset managers, and banks.

The role requires outstanding executive presence, strategic mindset, and a proven track record of managing long-term client relationships with cross-functional teams, contributing to

Qualifications

• Bachelor’s degree in business administration, Marketing, or related field.
• 10-15 years of experience in account and sales management with 8+ years’ experience in leadership of Relationship/Client Success Teams.
• 10+ years of financial services experience including RIAs, RIA Aggregators, Asset Managers, Wealth Managers, and Banks.
• Proven ability to interface at C-suite level.
• Proven experience in client-facing roles, preferably in a B2B SaaS environment.
• Exceptionally strong communicator, influencer/negotiator, with interpersonal skills adaptable 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

• Own strategic vision and relationship development for a portfolio of high-value clients.
• Serve as executive sponsor for key accounts, cultivating long-term relationships with C-level stakeholders across RIAs, aggregators, asset managers, banks, and wealth managers.
• Guide RM team in creating and executing tailored strategies that align with client goals and InvestCloud’s capabilities.
• Lead and mentor a high-performing team of Relationship Managers and Client Success Managers.
• Foster a culture of accountability, excellence, and client-centricity.
• Drive renewal discipline, risk management, and long-term account planning.
• Direct portfolio-level revenue growth, retention, and expansion metrics.
• Oversee forecasting, pipeline health, and renewal risk management across the book of business.
• Partner with Product/Delivery to ensure seamless client delivery and escalation handling.
• Champion the voice of the client in product roadmaps and market initiatives.

Skills

Executive leadership

C-suite interface

Strategic thinking

Communication skills

Client relationship management

B2B SaaS experience

Education

Bachelor's degree in business administration/marketing

Job description

InvestCloud is hiring a Senior Vice President, Relationship Management to lead a team of senior relationship managers and drive client engagement for top-tier financial institutions. You will guide strategic account planning, executive sponsorship, and delivery excellence across RIAs, asset managers, and banks.

The role requires outstanding executive presence, strategic mindset, and a proven track record of managing long-term client relationships with cross-functional teams, contributing to