Relationship Manager
Core
Strategic partner driving client onboarding, adoption, and growth for advisory firms in the wealth management industry.
Role type
Senior IC client success and relationship manager
Builds
Scalable client onboarding processes, adoption initiatives, and reporting insights for advisory firms
Domain
Fintech / Wealth Management
Deliverable
product features
Required skills
Client success, relationship management, onboarding, implementation, project management, problem-solving, data analysis, cross-functional collaboration
Preferred skills
Wealth management, fintech, financial services, custodians, advisor technology platforms
Responsibilities
Lead onboarding and implementation initiatives, act as a trusted resource for client integrations and transitions, develop reporting and insights to demonstrate value, partner cross-functionally to resolve client challenges, identify opportunities to improve client journeys and leverage technology/AI, build infrastructure and best practices for the client base
