Senior Relationship Manager

Ladders; United States; Remote; USD 100,000 - 150,000; Full time

Benefits offered by this job

Healthcare coverage

401(k) match

Tuition assistance

Flexible PTO

Parental leave

Volunteer days

Commuter benefits

Stock purchase plan

Job summary

Ladders is seeking a Senior Relationship Manager to strengthen strategic client partnerships in the Finance & Insurance space. This remote US-based role focuses on the independent broker/dealer channel, managing a portfolio of high-value relationships and driving growth while protecting accounts and elevating the client experience.

Using market insight and data-driven analysis, you will identify opportunities, deepen engagement, and support revenue expansion in a complex financial services

Qualifications

• 5-7 years of client relationship management experience, preferably in financial services.
• Advanced knowledge of the independent broker/dealer market.
• Proven track record of meeting and exceeding sales and growth targets.
• Strong analytical skills to leverage data for decision-making.
• Excellent communication and interpersonal skills.
• Ability to manage multiple high-value client relationships effectively.
• Experience collaborating cross-functionally with various teams.

Responsibilities

• Proactively engage and strengthen existing client relationships.
• Drive revenue growth within the independent broker/dealer channel.
• Manage territory coverage to expand and protect high-value client accounts.
• Oversee the client experience from business development through account management.
• Use data to identify growth opportunities and address client needs.
• Collaborate with internal teams including Marketing, Investment, Technology, and Service.
• Support efforts to deepen clients’ strategic commitment to the organization.

Skills

Client relationship management

Analytical skills

Communication

Cross-functional collaboration

Job description

For our client, we are seeking a Senior Relationship Manager to join the team of a leader in the Finance & Insurance space.

This role is focused on strengthening strategic client partnerships within the independent broker/dealer channel. The successful candidate will own a portfolio of high-value relationships, working closely with internal partners to drive growth, protect accounts, and elevate the overall client experience.

In this position, you will use market insight and data-driven analysis to identify opportunities, deepen engagement, and support revenue expansion across a complex financial services environment.

Location: Remote - US based candidates only, no visa sponsorship available

Compensation: $100,000 – $150,000 annually

Responsibilities

• Proactively engage and strengthen existing client relationships
• Drive revenue growth within the independent broker/dealer channel
• Manage territory coverage to expand and protect high-value client accounts
• Oversee the client experience from business development through account management
• Use data to identify growth opportunities and address client needs
• Collaborate with internal teams including Marketing, Investment, Technology, and Service
• Support efforts to deepen clients’ strategic commitment to the organization

Qualifications

• 5-7 years of experience in client relationship management, preferably in financial services
• Advanced knowledge of the independent broker/dealer market
• Proven track record of meeting and exceeding sales and growth targets
• Strong analytical skills to leverage data for decision-making
• Excellent communication and interpersonal skills
• Ability to manage multiple high-value client relationships effectively
• Experience collaborating cross-functionally with various teams

Benefits

• Comprehensive healthcare coverage including medical, dental, and vision
• 401(k) plan with company match
• Tuition reimbursement and education assistance
• Flexible Paid Time Off (PTO) policy
• Paid parental leave and back‑up childcare arrangements
• Paid volunteer days and commuter benefits
• Access to employee networks and a discounted stock purchase plan

Our client is an equal opportunity employer. We encourage you to apply even if you don’t meet every qualification—your background could be exactly what this team needs.