Senior Relationship Manager

🕒 il y a 2 mois

🏈 Ohio – Distant

🏈 Ohio – Remote

💵 $250 000 / an

⏰ Temps Plein

🟠 Senior

💰 Responsable de comptes

👻 Score fantôme 13%

Ce que ça veut dire : la probabilité que personne ne recrute vraiment pour cette offre.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

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STRATOS

Site WebLinkedInTous les Emplois

501 - 1000 employés

💼 Conseil

🛡️ Assurance

💸 Finance

Consulting • Insurance • Finance

STRATOS est une société indépendante de services financiers, détenue par ses associés, dont le siège est situé à Beachwood, dans l’Ohio. Elle accompagne la réussite de plus de 350 conseillers financiers indépendants à travers les États-Unis en leur fournissant une infrastructure fiable, un soutien opérationnel et des ressources stratégiques. STRATOS s’attache à renforcer l’esprit entrepreneurial des conseillers financiers, notamment de ceux qui souhaitent se lancer à leur compte ou qui exercent déjà en indépendants, en leur proposant des services de financial planning, de préparation à la retraite et de gestion de patrimoine. Soutenue par une équipe de professionnels dédiée, la société vise à améliorer l’expérience client grâce à des technologies avancées et à un réseau croissant de partenaires proposant des produits et services.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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

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