Relationship Manager

🔥 0 minutes ago

🌐 Taiwan, South Korea, +1 more countries – Remote

🇹🇼 Taiwan – Remote 🇰🇷 South Korea – Remote 🇭🇰 Hong Kong – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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DriveWealth

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2012

💳 Fintech

🔌 API

💸 Finance

💰 $15M Private Equity Round on 2022-12

Fintech • API • Finance

DriveWealth is a pioneering fintech company that provides an API-based Brokerage-as-a-Service platform. They offer a range of financial services to B2B partners, enabling clients globally to trade and invest using their platform. DriveWealth's technology supports securities trading, including fractional share investing and dollar-based trading, making it accessible to a wide audience. Their platform is used by banks, broker dealers, asset managers, digital wallets, and consumer brands to offer a variety of investment opportunities, including US equities, ETFs, mutual funds, and options. DriveWealth is a leader in the fintech space, promoting financial inclusivity and innovation.

📋 Description

• Manage and optimize a portfolio of partner relationships throughout the post-sales lifecycle • Execute revenue expansion and retention strategies contributing to Net Revenue Retention and gross margin expansion • Capture the partner voice and structured requirements • Monitor Asia-related trading activities, flag operational anomalies, and escalate issues • Provide trade support and operational assistance, including trade confirmation processing, settlement coordination, and troubleshooting • Deliver data-driven partner feedback to the Head of Partner Management to influence the product roadmap • Ensure exceptional post-sales experiences and high-touch partner engagement • Cultivate partner relationships and serve as the primary point of contact • Collaborate with sales, finance, product, technology, and operations teams • Build executive-level relationships with partner organizations and prospective clients • Advocate for partner needs and coordinate resources • Share knowledge and coordinate with departments to optimize partner engagements

🎯 Requirements

• 5+ years of experience in customer success management, account management, or similar customer-facing roles within the financial technology industry • 5-10 years of trade support experience • Proficiency in program management, with ability to quickly adapt to and leverage new technologies • Fluency in Mandarin and English (written and verbal) required • Fluency in Cantonese preferred • Strong time management abilities and capacity to manage multiple partner engagements concurrently • Client-centric mindset • Proven problem-solving skills and meticulous attention to detail • Ability to collaborate effectively with cross-functional teams and external partners • Proactive, self-motivated, and capable of working independently while taking ownership of client relationships • Applicants must possess the legal right to work in the country where the position is located at the time of application

🏖️ Benefits

• Competitive compensation • Equity • 401(k) match • Medical insurance • Dental insurance • Vision insurance • Disability insurance • Paid Parental Leave • Wellness reimbursement • Company-provided phone • Personal development allowance • Generous Paid Time Off (PTO) • Observed holidays • Bonus • Heavily subsidized benefits and perks