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Financial Relationship Manager
3 months ago
Role
Financial Relationship Manager
Location
100% onsite in Scottsdale, AZ
(Relocation assistance is available)
Relocation
Possibly for the right candidate.
Management
None – this is an individual contributor.
Reports to
Sr. Director of Client Experience and Onboarding
Employment Type
Full-Time, W2, Direct Hire
Benefits
Medical, Dental, Vision health insurance. Life Insurance. 401k with matching. PTO.
The Opportunity
As a Financial Relationship Manager, you will support clients after they’ve started using our services. Your goal is to help them get the most value from our platform, which leads to their continued use and renewal of our services. This role is crucial for the company’s growth.
You’ll collaborate closely with leadership and different teams to ensure clients have a great experience. You will be their advocate, gathering feedback to help us improve and create new solutions that meet their needs. This is a chance for you to make a real impact on both our clients and the company, as we strive to provide excellent technology for wealth management advisors.
In this non-sales position, you’ll manage client relationships from an operational perspective, focusing on customer service. You’ll handle day-to-day issues, have regular calls with clients, and inform them about training opportunities and new products. You’ll also assist them with performance reports and other important documents, helping to build their confidence in our team.
The Company
We are a wealth management company with a technology platform designed to make financial advising easier and more effective. Our system helps businesses and advisors work more efficiently by bringing all their daily tasks into one easy-to-use interface.
We offer a flexible solution that can grow with our clients, including registered investment advisors (RIAs), broker-dealers, and multifamily offices. Our platform includes tools for client onboarding, trading, and tracking client progress, as well as features for billing, reporting, and analytics.
With user-friendly dashboards, our platform helps everyone in the firm quickly access important information and manage their work effectively.
Our wealth management technology platform is a spinoff of a well-known RIA and is focused on providing a scalable digital wealth management system that empowers advisors to focus on what matters most. Our clients include small investment offices and RIAs, and we aim to be the go-to solution for wealth management growth.
Responsibilities
- Cultivate long-term relationships with your portfolio of assigned clients, connecting with key business executives, the home office support teams, power users, and end-users using the platform day-in and day-out.
- Develop a deep understanding of each client's goals, business requirements, and industry challenges, how they grow and meet their internal/end-client needs and ensure account retention.
- Provide strategic oversight during the entire client journey, including implementation, adoption, optimization, growth, and renewal; Ensure a seamless handover of knowledge and responsibilities where appropriate.
- Develop success plans with clients, including mutually agreed-to objectives, timelines, and metrics.
- Drive adoption and continuously provide education to clients on new features and the monthly release of enhancements to the software.
- Be the voice of the client to Product, R&D, Support, Services, Marketing, etc., building strong working relationships with each area to ensure client success and consistency of engagement.
- Build and maintain a high level of client happiness and reference-ability by successfully diagnosing a client's business operations and prescribing appropriate solutions and Services.
- Share client success stories as well as client success frameworks and processes.
- Develop/maintain technical and business knowledge of industry directions and trends.
Qualifications, skills, and experience
- 3-5 years of experience in finance or accounting.
- Highly preferred financial licenses or certifications: CFP, CFA, or CPA certification.
- Preferred wealth management licenses: FINRA Series 6 or 7 license.
- Experience in customer-facing roles focused on client success and service is highly preferred. (Examples include consultant, strategist, technical account manager, relationship manager, customer/client success, etc.)
- Background working with financial, or wealth management companies (like banks or brokerages) is ideal. Experience with wealth management technology is a bonus.
- Ability to build and maintain relationships with senior executives and key decision-makers.
- Excellent verbal and written communication skills, along with strong time management and prioritization abilities.
- Self-reliant, adaptable, and able to thrive in a fast-paced environment.
- Must be based in or willing to relocate to Scottsdale, AZ.
- The company cannot sponsor a Visa.
