Strategic Relationship Management Lead Account Manager
Core
Strategic owner of national wealth management firm relationships, driving platform engagement, product expansion, and asset retention.
Role type
Senior IC strategic account manager (wealth management)
Builds
Long-term partnerships with broker-dealers, wirehouses, and banks
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Strategic relationship management, account planning, platform economics, stakeholder alignment, risk mitigation, sales leadership coordination
Preferred skills
Advanced degree, industry designations (CFA/CFP implied by context of wealth management)
Technologies
None stated
Responsibilities
Own and manage relationships with assigned national and large wealth management firms; Develop and execute focused account plans to support organic growth; Identify and advance new opportunities across existing and emerging channels; Maintain the health and stability of existing platform relationships; Proactively manage platform risk by preparing for review cycles; Translate platform priorities into actionable opportunities for distribution teams; Increase firm visibility through participation in key firm events and senior-level meetings; Strengthen access across partner firms by facilitating connections between sales teams and decision-makers
Seniority
Senior, hands-on IC