Senior Relationship Manager

🕒 Setembro 8

🏈 Ohio – Remoto

🏈 Ohio – Remote

💵 $250.000 / ano

⏰ Tempo Integral

🟠 Sênior

💰 Gerente de Contas

👻 Score fantasma 7%

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STRATOS

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

A STRATOS é uma empresa independente de serviços financeiros, de propriedade de seus próprios parceiros, com sede em Beachwood, Ohio. A empresa é especializada em promover o sucesso de mais de 350 consultores financeiros independentes em todo o país, oferecendo infraestrutura confiável, suporte operacional e recursos estratégicos. A STRATOS busca fortalecer o espírito empreendedor dos consultores financeiros, especialmente daqueles que desejam se tornar independentes ou que já atuam de forma independente, oferecendo serviços de planejamento financeiro, planejamento para a aposentadoria e gestão de patrimônio. Com o apoio de uma equipe dedicada de profissionais, a empresa tem como objetivo aprimorar a experiência dos clientes por meio de tecnologia avançada e de uma rede cada vez maior de parceiros de produtos e serviços.

Descrição

• Own executive-level relationships for an assigned portfolio of strategic, enterprise, acquired, and integration-intensive firms • Build durable relationships with founders, partners, and senior leadership teams • Establish multi-year relationship strategies aligned with firm priorities, Stratos capabilities, commercial objectives, service commitments, and risk considerations • Lead executive business reviews using data to frame decisions, surface risk, and create accountability • Anticipate retention risk, competitive threats, succession events, leadership changes, and service or integration issues • Coordinate with Corporate Development and M&A teams to onboard, integrate, and support new firms • Lead post-acquisition integration and seamless onboarding into the Stratos ecosystem • Align business models, processes, technology, talent, and culture with enterprise standards while preserving practice distinctiveness • Develop and execute organic and inorganic growth strategies • Drive initiatives improving revenue generation, advisor productivity, and client experience • Advise on succession planning, talent development, market expansion, and practice economics • Lead or coordinate complex commercial discussions and negotiations with cross-functional partners • Evaluate and improve operational workflows, finance, technology, compliance, and client-service processes • Establish performance metrics and KPIs tied to growth, profitability, and efficiency • Conduct regular business reviews and deliver actionable insights and recommendations • Coach and advise leaders, challenge assumptions, hold leaders accountable, and drive performance • Maintain plans, commitments, opportunities, risk indicators, and forecasts in CRM and reporting tools • Connect partner firms with Stratos and SEI resources and direct coordinated cross-functional responses • Own major escalations from diagnosis through resolution • Mentor relationship managers and lead selected enterprise initiatives

🎯 Requisitos

• Ten to fifteen or more years of senior experience in wealth management, registered investment advisers, advisor platforms, custody, asset management, broker-dealer services, financial services consulting, or comparable strategic client coverage • Proven track record working directly with founders, business owners, and executive teams and owning complex, high-value business relationships • Ability to lead complex integrations, transformations, or scaling initiatives and carry major negotiations and escalations to resolution • Strong financial acumen, including experience driving P&L performance and operational improvement • Deep knowledge of advisor and wealth-firm economics and operating models • Working command of investment and custody concepts, platform technology, and the regulatory environment supporting RIAs and hybrid firms • Exceptional interpersonal and communication skills, executive presence, credibility, and ability to deliver constructive challenge • Experience influencing without direct authority and aligning diverse stakeholders around a common vision • High emotional intelligence, adaptability, and resilience • Active FINRA Series 65 or Series 66 registration • Bachelor's degree in business, finance, economics, or a related field, or equivalent relevant experience • Willingness to travel up to 50 percent • Preferred: experience with enterprise RIAs, acquired practices, national advisor platforms, multi-custody firms, or complex hybrid organizations • Preferred: experience leading post-acquisition integration, transformation, succession planning, practice growth, or executive-level business planning • Preferred: FINRA Series 7 registration and CFP, CIMA, CRPC, CFA, or MBA credential • Preferred: fluency with CRM, portfolio accounting, financial planning, and custodial platforms • Preferred: experience mentoring relationship professionals or leading relationship management practice without necessarily having direct reports • Preferred: consulting or advisory experience serving owner-led businesses through rapid growth or change

🏖️ Benefícios

• Comprehensive care for physical and mental well-being • Strong retirement plan • Tuition reimbursement • Flexible working environment • Support for working parents • Flexible Time Off • Performance-based incentive compensation tied to growth, integration, operating, and relationship outcomes