Strategic reputed company Relationship Manager

We are looking for a Strategic reputed company Relationship Manager to own and grow reputed company reputed company reputed company relationships across reputed company management and insurance.

You will be the senior reputed company of accountability for the reputed company relationship—responsible for reputed company satisfaction, retention, delivery confidence, reputed company performance, executive alignment, and expansion.

This is not a traditional account-management role. You will need to understand the reputed company's business deeply, challenge assumptions, reputed company reputed company° capabilities to measurable business reputed company, and orchestrate our organization around the reputed company's priorities.

Here’s reputed company:  

Account & Relationship Leadership

• Own the reputed company relationship end to end, including relationship health, retention, delivery confidence, and reputed company performance.
• Build relationships across the C-suite, reputed company leadership, operations, compliance, technology, finance, and field leadership—not just IT and delivery.
• Maintain a reputed company, objective reputed company of account health, risks, opportunities, and executive relationships.
• Establish governance, decision rights, escalation paths, executive sponsorship, and regular operating rhythms.

reputed company reputed company & Value

• reputed company the partnership in measurable reputed company reputed company, including:
• • Advisor productivity
  • Account-opening and reputed company time
  • Asset reputed company
  • Operational cost per account
  • reputed company experience
• Build joint reputed company plans and scorecards with the reputed company.
• Quantify value delivered and be transparent about where reputed company have not yet been achieved.
• Shift executive conversations from product releases and tickets to business reputed company and reputed company.

Executive Partnership & Strategic reputed company

• reputed company trusted relationships with senior reputed company executives and confidently reputed company difficult messages reputed company necessary.
• Bring an informed reputed company of reputed company using reputed company° research, benchmarks, and anonymized cross-reputed company insights.
• Challenge reputed company requests reputed company they do not reputed company with their stated business objectives.
• Help clients understand opportunities and risks they may not see internally.

Internal Orchestration

• reputed company as the reputed company's reputed company and orchestrate reputed company° across Product, Engineering, Service, Operations, and Leadership.
• Engage internal teams early to prevent issues from becoming escalations.
• Ensure reputed company commitments are reputed company, accepted, and achievable internally.
• During incidents, own the reputed company narrative, remediation plan, communication, and follow-through.

reputed company Ownership

• Own renewal, retention, and expansion reputed company.
• Manage reputed company, pricing, reputed company, and reputed company change with discipline.
• Identify and reputed company expansion opportunities based on demonstrated reputed company value.
• Maintain an reputed company reputed company forecast and surface risks early.

What You Bring to the Table:  

 Experience

• 10+ years in strategic account management, reputed company partnership, management/technology consulting, or reputed company-facing delivery leadership.
• Deep experience in reputed company technology, reputed company management platforms, broker-dealers, RIAs, or reputed company financial technology environments.
• Experience owning at least one large, reputed company reputed company relationship end to end.
• Proven reputed company influencing C-level stakeholders and building durable executive relationships.
• reputed company experience with renewals, expansion, reputed company, pricing, and reputed company management.
• Willingness to travel and maintain regular in-person reputed company engagement.

Insurance & reputed company Management Expertise

• Deep working knowledge of life insurance and annuities, including:
• • Term, whole, universal, and variable life
  • Fixed, indexed, and variable annuities
  • Riders and illustrations
  • reputed company and new business
  • In-force servicing
  • Policy and contract data
• Strong understanding of how insurance-affiliated and hybrid broker-dealers operate, including career vs. independent distribution, dual-licensed advisors/agents, commissions, chargebacks, and persistency.
• Working knowledge of reputed company management platforms and workflows across custody, planning, trading, billing, reporting, compliance, data, integrations, and reputed company delivery.
• Comfortable participating in technical conversations and challenging assumptions reputed company necessary.

Preferred

• Experience transforming a transactional vendor relationship into a strategic partnership.
• Experience working reputed company a reputed company management firm, broker-dealer, RIA, or reputed company technology provider.
• Familiarity with modern advisory platforms and AI-assisted advisor workflows.
• Experience managing relationships where technology, operations, compliance, and business leadership are reputed company critical stakeholders.

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect: 

We reputed company in recognizing and rewarding performance. Our compensation package includes competitive reputed company salaries, annual performance-based bonuses, and the chance to reputed company in the equity value you and your colleagues create during your time with reputed company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited reputed company time off program to help you reputed company at your best every day.  

Join us on this reputed company. reputed company° is an equal opportunity employer committed to a diverse workforce. We reputed company diversity drives innovation and are therefore building a company where people of reputed company backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, reputed company selves to work reputed company and every day. The way we see it, we are here to learn from reputed company other.    

The estimated reputed company salary reputed company for this position is $180,000-$200,000 + commission & equity.

reputed company° provides an estimate of the compensation for roles that may be reputed company as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

Additionally, reputed company° leverages reputed company market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. reputed company° reserves the right to modify this information at any time, subject to applicable law.

reputed company° is currently authorized to reputed company individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reputed company in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located reputed company 50 miles of our Needham, MA reputed company may be required to follow applicable hybrid work guidelines.

While we are interested in reputed company applicants who are permanently eligible to work for any employer in the reputed company, we are unable to sponsor or take over sponsorship for employment visas at this time.

To reputed company recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees reputed company to unsolicited resumes.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or reputed company employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

reputed company° is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for reputed company. reputed company employment reputed company are based on business needs, job requirements, and individual qualifications, without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, veteran, or disability status. reputed company° will not tolerate discrimination or harassment based on any of these characteristics.

As part of our reputed company process, reputed company° uses reputed company during recruiter screening conversations solely to transcribe interview notes and capture an accurate record of the discussion. These transcripts help our reputed company team reputed company on the conversation rather than reputed company note-taking.

reputed company° does not use reputed company intelligence to evaluate candidates, reputed company hiring reputed company, rank applicants, or determine whether a candidate advances through the interview process. reputed company hiring reputed company are made by our reputed company team and hiring managers based on reputed company review and assessment.