Senior Asset Manager Solutions Relationship Lead

Razr Corp; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

SMArtX Advisory Solutions is seeking a Relationship Manager to oversee a portfolio of about 75 asset managers on the SMArtX platform. You will guide onboarding, educate partners on platform capabilities, and coordinate across Legal, Compliance, Finance, and Operations to ensure success.

You will build strong client relationships, manage expectations, and drive long-term growth by delivering high-touch, strategic support and process improvements across the ecosystem.

Qualifications

• Bachelor’s degree required.
• 6–10 years in relationship management, client success, or related client-facing roles.
• Proven ability to manage multiple client relationships and complex implementations.
• Outstanding written and verbal communication skills.
• Strong project management skills and cross-functional collaboration.

Responsibilities

• Own and manage a portfolio of approximately 75 asset manager relationships.
• Serve as primary contact for onboarding and ongoing strategic initiatives.
• Build trusted relationships through proactive communication and consultative approach.
• Educate asset managers on onboarding, platform capabilities, and operational workflows.
• Coordinate with Legal, Compliance, Finance, Operations, Product, Technology, and Client Success to deliver outcomes.
• Develop an in-depth understanding of each manager’s business to provide relevant support.

Skills

Relationship Management

Account Management

Project Management

Client Success

Communication Skills

Cross-functional Collaboration

Salesforce CRM

Jira

Education

Bachelor’s degree

Tools

Salesforce CRM

Jira

Job description

SMArtX Advisory Solutions is seeking a Relationship Manager to oversee a portfolio of about 75 asset managers on the SMArtX platform. You will guide onboarding, educate partners on platform capabilities, and coordinate across Legal, Compliance, Finance, and Operations to ensure success.

You will build strong client relationships, manage expectations, and drive long-term growth by delivering high-touch, strategic support and process improvements across the ecosystem.