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United States
Remote only
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Senior Vice President, Relationship Management based in the United States.
Lead strategic client relationships and drive sustainable business growth across a portfolio of leading financial institutions. As Senior Vice President, Relationship Management, you will oversee a team of senior relationship managers and shape the overall client engagement strategy. You will serve as an executive-level trusted advisor, strengthening partnerships with banks, wealth managers, asset managers, RIAs, and other financial organizations. Through strategic account planning, revenue expansion, and proactive retention initiatives, you will help maximize client value and satisfaction. Working closely with product, professional services, and delivery teams, you will ensure complex client needs translate into effective solutions and measurable outcomes. This is a high-impact leadership opportunity in a fast-evolving financial technology environment.
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.