Senior Relationship Manager, Wealth Tech SaaS

APL Wiki; United States; Hybrid; USD 175,000 - 185,000; Full time

Job summary

InvestCloud seeks a Relationship Manager to foster senior-level client relationships and drive satisfaction, retention, and growth. You will guide product portfolio expansion, manage onboarding and implementation, and collaborate with success, delivery, and product teams to meet client objectives.

You will engage in strategic account planning, needs assessment, and ongoing education on industry trends to maximize client value and ensure successful solution delivery across our wealth technology

Qualifications

• Bachelor's degree required or equivalent experience in business/marketing.
• 10+ years in account and sales management.
• Experience with financial services including RIAs and asset managers.
• Proven ability to interface at the C-suite level.
• Experience in client-facing roles, preferably in a B2B SaaS environment.

Responsibilities

• Establish, build, and maintain trusted client relationships with senior stakeholders.
• Expand relationships with existing clients through product portfolio growth.
• Manage a portfolio of clients through engagement, delivery, onboarding and implementation.
• Develop strategic account plans to align with client goals and drive mutual success.
• Educate clients on best practices and industry trends to maximize value.
• Monitor KPIs to track satisfaction and drive optimization.
• Lead contract renewal discussions and pricing negotiations with internal teams.
• Drive revenue growth by identifying opportunities to expand business with existing clients.

Skills

Client relationship management

C-suite communication

Negotiation

Strategic thinking

Project management

Excellent communication

Education

Bachelor's degree in Business Administration/Marketing or related field

Job description

InvestCloud seeks a Relationship Manager to foster senior-level client relationships and drive satisfaction, retention, and growth. You will guide product portfolio expansion, manage onboarding and implementation, and collaborate with success, delivery, and product teams to meet client objectives.

You will engage in strategic account planning, needs assessment, and ongoing education on industry trends to maximize client value and ensure successful solution delivery across our wealth technology