Strategic Relationship Manager - FinTech Growth & Adoption

Selby Jennings; New York (NY); On-site; USD 90,000 - 140,000; Full time

Job summary

Selby Jennings is seeking a Relationship Manager in New York to support and grow a portfolio of financial services clients. You will serve as a strategic partner, driving adoption, engagement, and long-term success while delivering an exceptional client experience.

You will collaborate with Sales, Product, Marketing, and Operations to guide clients from onboarding through expansion and retention, becoming a trusted advisor, and identifying opportunities for growth in a fast-paced fintech

Qualifications

• Bachelor's degree or equivalent professional experience.
• 4+ years of experience in Relationship Management or closely related fields.
• FINRA Series 7 and Series 63 licenses, or willingness to obtain them.
• Experience in financial services, fintech, or regulated industries preferred.
• Strong communication, presentation, and stakeholder management skills.

Responsibilities

• Manage a portfolio of client accounts with focus on relationship development and platform adoption.
• Lead onboarding, implementation, and training for clients.
• Conduct regular business reviews and identify growth opportunities.
• Serve as the primary contact for client inquiries and support needs.
• Partner with Sales to expand within existing accounts.
• Become a subject matter expert and trusted resource for clients.
• Gather client feedback and collaborate with Product/Design/Operations to improve experiences.
• Contribute to scalable best practices across the client-facing organization.
• Support client events and educational sessions as needed.

Skills

Relationship management

Client success

Stakeholder management

Communication skills

Education

Bachelor's degree or equivalent

Tools

FINRA Series 7

FINRA Series 63

Job description

Selby Jennings is seeking a Relationship Manager in New York to support and grow a portfolio of financial services clients. You will serve as a strategic partner, driving adoption, engagement, and long-term success while delivering an exceptional client experience.

You will collaborate with Sales, Product, Marketing, and Operations to guide clients from onboarding through expansion and retention, becoming a trusted advisor, and identifying opportunities for growth in a fast-paced fintech