Strategic Client Relationship Manager

Jobtailor

California (MO)

On-site

USD 150,000 - 210,000

Full time

9 days ago

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Job summary

Jobtailor is seeking a senior strategic account leader to manage complex enterprise relationships across wealth management and insurance. You will drive client satisfaction, retention, and expansion, partnering with C-suite and operations to align on outcomes and governance.

The role emphasizes renewals, pricing, scope management, and cross-functional orchestration with Product, Engineering, Service, and Compliance to deliver measurable business value.

Qualifications

10+ years in strategic account management, client partnership, or related leadership roles.
Deep experience in wealth technology, wealth management platforms, broker-dealers, RIAs, or related fintech environments.
Experience owning at least one large, complex enterprise relationship end to end.
Proven success influencing C-level stakeholders and building durable executive relationships.
Direct experience with renewals, expansion, contracts, pricing, and scope management.
Willingness to travel and maintain regular in-person client engagement.
Deep knowledge of life insurance and annuities and wealth management workflows.

Responsibilities

Own complex enterprise client relationships end to end across wealth management and insurance.
Drive client satisfaction, retention, delivery confidence, and expansion.
Build relationships across C-suite, wealth leadership, operations, compliance, tech, finance, and field leadership.
Maintain account health, risks, opportunities, and executive relationship visibility.
Establish governance, escalation paths, and operating rhythms with executive sponsorship.
Build joint client success plans and scorecards tied to measurable outcomes.
Quantify value delivered and shift executive conversations toward progress and outcomes.
Develop trusted executive partnerships using research, benchmarks, and cross-client insights.
Challenge client requests and identify unseen opportunities and risks.
Orchestrate Product, Engineering, Service, Operations, and Leadership around priorities.
Own client communications, remediation plans, and follow-through during incidents.
Own renewal, retention, expansion, contracts, pricing, scope, and forecasting.

Skills

Strategic Account Management

C-Level Stakeholder Engagement

Client Partnership

Renewals Management

Contract Negotiation

Data Integration

SaaS Delivery

Financial Technology Expertise

Operational Governance

Relationship Building

Tools

Wealth Management Platforms

Broker-Dealer Systems

AI-Assisted Advisor Workflows

Compliance Tools

Financial Reporting Software

Job description

Own complex enterprise client relationships end to end across wealth management and insurance
Drive client satisfaction, retention, delivery confidence, commercial performance, executive alignment, and expansion
Build relationships across C-suite, wealth leadership, operations, compliance, technology, finance, and field leadership
Maintain account health, risks, opportunities, and executive relationship visibility
Establish governance, decision rights, escalation paths, executive sponsorship, and operating rhythms
Build joint client success plans and scorecards tied to measurable outcomes
Quantify value delivered and shift executive conversations toward business progress and outcomes
Develop trusted senior executive partnerships and provide strategic insight using research, benchmarks, and cross-client insights
Challenge client requests and help clients identify unseen opportunities and risks
Orchestrate Product, Engineering, Service, Operations, and Leadership around client priorities
Own client communications, remediation plans, and follow-through during incidents
Own renewal, retention, expansion, contracts, pricing, scope, commercial change, and forecasting

Requirements

10+ years in strategic account management, client partnership, management/technology consulting, or client-facing delivery leadership
Deep experience in wealth technology, wealth management platforms, broker-dealers, RIAs, or related financial technology environments
Experience owning at least one large, complex enterprise relationship end to end
Proven success influencing C-level stakeholders and building durable executive relationships
Direct experience with renewals, expansion, contracts, pricing, and scope management
Willingness to travel and maintain regular in-person client engagement
Deep working knowledge of life insurance and annuities, including term, whole, universal, and variable life; fixed, indexed, and variable annuities; riders and illustrations; underwriting and new business; in-force servicing; policy and contract data
Strong understanding of insurance-affiliated and hybrid broker-dealer operations, including career versus independent distribution, dual-licensed advisors/agents, commissions, chargebacks, and persistency
Working knowledge of wealth management platforms and workflows across custody, planning, trading, billing, reporting, compliance, data, integrations, and SaaS delivery
Comfortable participating in technical conversations and challenging assumptions
Preferred: experience transforming transactional vendor relationships into strategic partnerships
Preferred: experience within a wealth management firm, broker-dealer, RIA, or wealth technology provider
Preferred: familiarity with modern advisory platforms and AI-assisted advisor workflows
Experience managing relationships involving technology, operations, compliance, and business leadership stakeholders
Must reside in an authorized U.S. state at hire and throughout employment unless approved by the People Team
Must be permanently eligible to work for any employer in the United States; employment visa sponsorship is unavailable

Core Competencies

Demonstrates extensive experience in strategic account management and client partnership within wealth management and insurance sectors, focusing on building executive relationships and driving client satisfaction. Proficient in managing complex enterprise relationships, renewals, and expansion while leveraging deep knowledge of wealth technology and insurance products.

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