Senior Vice President, Relationship Management.

Accountabilities

You will lead the relationship management function, ensuring strategic client partnerships, strong team performance, and consistent revenue growth. Your responsibilities will include:

• Own the relationship strategy and development of a portfolio of high-value financial services clients.

• Act as executive sponsor for key accounts, building trusted relationships with C-level stakeholders across RIAs, RIA aggregators, asset managers, banks, and wealth managers.

• Guide Relationship Managers in developing and executing tailored account strategies aligned with client objectives and available solutions.

• Lead, mentor, and develop a high-performing team of Relationship Managers and Client Success Managers.

• Foster a culture of accountability, operational excellence, and client-centric service.

• Establish consistent best practices for strategic planning, client engagement, risk management, and contract renewals.

• Drive portfolio-level revenue growth, client retention, and expansion through strategic account planning and product adoption.

• Oversee forecasting, sales pipeline health, renewal strategies, and account risk management across the portfolio.

• Collaborate with Product, Professional Services, Development, and Delivery teams to ensure seamless implementation and high-impact client outcomes.

• Escalate and resolve strategic client issues promptly while maintaining confidence and strong executive relationships.

• Represent the voice of the client internally, influencing product roadmaps, go-to-market strategies, and business initiatives.

• Monitor market developments and changes in client business models to identify opportunities for innovation and account growth.

• Oversee client engagement, solution delivery, onboarding, and implementation to ensure expectations and business requirements are met or exceeded.

Requirements

The ideal candidate is an experienced financial services leader with a strong background in enterprise relationship management, commercial growth, and executive client engagement. The following qualifications are expected:

• Bachelor's degree in Business Administration, Marketing, or a related field.

• 10–15 years of experience in account management and sales management.

• At least 8 years of leadership experience managing Relationship Management or Client Success teams.

• More than 10 years of experience in financial services, including RIAs, RIA aggregators, asset managers, wealth managers, or banks.

• Demonstrated success developing and closing complex commercial opportunities.

• Proven ability to engage and influence C-suite executives and senior decision-makers.

• Strong experience in client-facing roles, preferably within a B2B SaaS environment.

• Exceptional communication, negotiation, influencing, and interpersonal skills, with the ability to adapt to different audiences.

• Excellent project management, organizational, and strategic planning capabilities.

• Ability to understand complex client business challenges and develop tailored solutions.

• Results-driven mindset with a proven record of improving customer satisfaction, retention, and revenue growth.

• Knowledge of industry best practices and emerging trends in relationship and client success management.

• Flexibility to accommodate client needs and different time zones when required.

• Willingness to travel occasionally to client locations or industry events.

Benefits

• Salary range: $325,000–$375,000. Actual compensation may vary based on education, experience, skills, geographic location, internal equity, and market data.

• Medical and prescription drug insurance.

• Dental and vision insurance.

• Disability and life/AD&D insurance.

• Flexible Spending Account (FSA) and Health Savings Account (HSA).

• Employee Assistance Plan (EAP) and health advocacy services.

• Voluntary coverage options, including accident, critical illness, hospital indemnity, legal, identity theft, auto, home, and pet insurance.

• 401(k) retirement savings plan with company match.

• Paid time off.

• Remote work opportunity within the United States.