Senior Enterprise Relationship Architect

Stratos; Beachwood (OH); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Travel up to 50%

Job summary

Stratos Wealth Enterprises seeks a Senior Relationship Manager to serve as a strategic partner to advisory firms where Stratos or SEI holds ownership. The role manages complex enterprise relationships at the intersection of consulting, operations, and leadership.

You will own retention, expansion, and operating performance across a portfolio, engaging founders and senior leaders to set multi-year direction and translate into measurable outcomes with clear owners and dates.

Qualifications

• Ten to fifteen or more years of senior experience in wealth management, registered investment advisers, advisor platforms, custody, asset management, broker-dealer services, financial services consulting, or comparable strategic client coverage.
• Proven track record of working directly with founders, business owners, and executive teams, and owning complex, high-value business relationships.
• FINRA Series 65 or Series 66 registration, active.
• Bachelor's degree in business, finance, economics, or a related field, or equivalent relevant experience.
• Willingness to travel up to 50 percent.

Responsibilities

• Own executive-level relationships for an assigned portfolio of strategic, enterprise, acquired, and integration-intensive firms.
• Lead post-acquisition integration efforts and ensure seamless onboarding into the Stratos ecosystem.
• Develop and execute growth strategies, both organic and inorganic, across the portfolio.
• Coordinate with Stratos and SEI resources to align business models, processes, technology, and culture.
• Establish performance metrics and conduct regular business reviews with partner firms.

Skills

Executive presence

Relationship management

Strategic thinking

Negotiation

Education

Bachelor's degree in business/finance/economics

Tools

CRM

Portfolio accounting

Job description

Stratos Wealth Enterprises seeks a Senior Relationship Manager to serve as a strategic partner to advisory firms where Stratos or SEI holds ownership. The role manages complex enterprise relationships at the intersection of consulting, operations, and leadership.

You will own retention, expansion, and operating performance across a portfolio, engaging founders and senior leaders to set multi-year direction and translate into measurable outcomes with clear owners and dates.