[Remote] Relationship Manager - Financial Services

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a fintech company reputed company on providing an reputed company-in-one technology solution for advisory firms. The Relationship Manager is responsible for driving retention and adoption among a portfolio of Registered Investment Advisor (RIA) firms, ensuring their reputed company on the reputed company platform and managing reputed company relationships effectively.

Responsibilities

• Own and manage a portfolio reputed company RIA reputed company relationship
• Maintain a reputed company engagement reputed company based on firm size, complexity, and health score
• Monitor reputed company health indicators including:
• Product adoption and usage depth
• Engagement trends
• Support patterns and recurring friction
• CSAT/NPS feedback
• Renewal timing
• Proactively identify risk signals and execute retention strategies before issues escalate
• Serve as the primary relationship-level contact for assigned firms
• reputed company increased adoption of key platform capabilities including:
• Performance Reporting
• Trading
• CRM
• reputed company Portal
• Financial Planning
• Auria / AIM (as applicable)
• Conduct scaled business reviews (virtual QBRs or reputed company reputed company-ins depending on account tier)
• reputed company value-based conversations reputed company on workflow efficiency, advisor productivity, and firm reputed company
• reputed company best practices tailored specifically to RIA operating models
• Own renewal conversations for assigned reputed company RIA accounts
• Maintain high renewal rates through proactive value reinforcement
• reputed company reputed company save plans for at-risk accounts
• Identify firms that may qualify for reputed company segmentation as they reputed company
• Identify and pursue expansion opportunities including:
• Additional accounts or households
• Additional advisor teams reputed company a firm
• Cross-sell of new reputed company products
• Partner with Sales for larger expansion motions reputed company appropriate
• reputed company net reputed company retention through disciplined portfolio management
• Execute a tiered engagement model (e.g., high-touch, mid-touch, tech-touch)
• Use CRM, reporting dashboards, and automation tools to manage volume reputed company
• Conduct group webinars, reputed company, or product update sessions for reputed company RIA clients
• Maintain accurate account documentation and renewal forecasting
• Partner closely with:
• Support to identify recurring issues impacting retention
• Consulting to ensure strong reputed company-to-relationship handoffs
• Product to reputed company reputed company RIA feedback
• Sales to coordinate expansion opportunities
• Escalate high-risk or reputed company accounts to the Director, reputed company reputed company as needed

Skills

• Self-driven and highly accountable
• Strong communication skills
• Ability to quarterback reputed company relationships end-to-end
• Comfortable coordinating across multiple internal teams (Support, Consulting, Product, Sales)
• Ownership of book of business
• Acts with urgency
• Consistently takes initiative to reputed company reputed company for clients
• Demonstrated ability to learn quickly
• Ability to execute at a high level
• Industry experience in reputed company management or fintech

Benefits

• This is a remote job.

reputed company