Relationship Manager
Core
Own growth, adoption, and retention for a portfolio of high-value Registered Investment Advisor (RIA) firms on an AI wealth management platform.
Role type
Senior B2B Relationship Manager (Financial Services)
Builds
AI platform for wealth professionals (custodial platform, Model Marketplace, Direct Indexing, Tax Loss Harvesting)
Domain
Financial Services / Wealth Management / Fintech
Deliverable
client delivery
Required skills
RIA industry expertise, consultative relationship management, strategic account planning, business review facilitation, cross-functional orchestration, data-driven decision-making
Preferred skills
Experience at custodial platforms/RIAs/TAMPs, practice management design
Technologies
Salesforce, Google Workspace, Slack
Responsibilities
Serve as primary relationship owner for top-tier advisor firms; Drive net new assets and expanded usage of platform capabilities; Conduct structured business reviews connecting platform to firm KPIs; Coordinate cross-functional resources to resolve client issues; Maintain accurate records and forecasts in Salesforce.
Seniority
Senior, hands-on IC