Strategic Relationship Manager, Asset Manager Solutions

SMArtX Advisory Solutions; West Palm Beach (FL); On-site; USD 120,000 - 150,000; Full time

Job summary

SMArtX Advisory Solutions seeks a Relationship Manager for Asset Manager Solutions to guide ~75 asset managers through onboarding, implementation, and ongoing platform use. You’ll educate partners, manage timelines, and coordinate with Legal, Compliance, Finance, Operations, Product, Technology, and Client Success to ensure a high-touch, successful experience.

You’ll drive continued engagement, understand each manager’s objectives, and help them realize the full value of the SMArtX platform

Qualifications

• Bachelor’s degree required or equivalent experience.
• 6–10 years in relationship management, client success, or related roles.
• Proven ability to manage multiple client relationships and complex projects simultaneously.
• Strong written and verbal communication with cross-functional collaboration experience.
• Experience coordinating onboarding, implementation, and renewal activities.

Responsibilities

• Own and manage a portfolio of approximately 75 asset manager relationships.
• Serve as primary point of contact for onboarding and ongoing strategic initiatives.
• Build trusted relationships through proactive communication and a consultative approach.
• Educate partners on platform capabilities, workflows, and pricing structures.
• Coordinate onboarding timelines across Legal, Compliance, Finance, Operations, and Product.
• Track milestones, dependencies, and ensure projects stay on schedule.
• Collaborate with Legal, Compliance, Finance, and Technology to resolve roadblocks.
• Advise asset managers on expanding participation and increasing platform value.

Skills

Relationship management

Project management

Client success

Communication

Organizational skills

Education

Bachelor’s degree

Tools

Salesforce CRM

Jira

Microsoft Office

Google Workspace

Job description

SMArtX Advisory Solutions seeks a Relationship Manager for Asset Manager Solutions to guide ~75 asset managers through onboarding, implementation, and ongoing platform use. You’ll educate partners, manage timelines, and coordinate with Legal, Compliance, Finance, Operations, Product, Technology, and Client Success to ensure a high-touch, successful experience.

You’ll drive continued engagement, understand each manager’s objectives, and help them realize the full value of the SMArtX platform