Relationship Manager

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InvestCloud, Inc.

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

📦 Logistics

Consulting • Insurance • Logistics

InvestCloud, Inc. is a cloud-based financial technology company that provides a connected suite of digital platforms for wealth and asset management. Its products include managed-account (PMA) capabilities that unify public and private assets, an APL for trading, rebalancing and model marketplaces, financial planning and enterprise tools for billing, post-trade and compliance. InvestCloud serves wealth managers, asset managers, private banks, broker-dealers and TAMPs with SaaS solutions designed to streamline operations, deepen client relationships and deliver digital client experiences at scale.

📋 Description

• Establish, build, and maintain strong, trusted relationships with key clients through a consultative, business-oriented approach • Retain and grow revenue by partnering with clients to achieve their goals • Manage account revenue goals, renewals, planning, and forecasts • Collaborate with Customer Success, delivery, and product teams to achieve project objectives • Develop and implement strategic account plans aligned with client goals • Conduct needs assessments and identify upselling and cross-selling opportunities • Educate clients on best practices and industry trends • Monitor and analyze KPIs to track client satisfaction and drive continuous optimization • Lead contract renewal discussions and negotiate terms, legal inquiries, and pricing • Identify opportunities to expand business with existing clients and participate in new business development • Monitor market trends, competitor activity, and industry developments • Develop client relationships with internal partners across the organization

🎯 Requirements

• Bachelor's degree in Business Administration, Marketing, or a related field • 10+ years of experience in account and sales management • 10+ years of financial services experience, including RIAs, RIA Aggregators, Asset Managers, Wealth Managers, and Banks • Proven sales skills in complex deal development • Proven ability to interface at the C-suite level • Proven experience in client-facing roles, preferably in a B2B SaaS environment • Exceptionally strong communication, influencing, negotiation, and interpersonal skills • Excellent project management and organizational abilities • Strategic thinking and ability to understand client business challenges and develop tailored solutions • Results-oriented track record of driving client satisfaction and revenue growth • Knowledge of industry best practices and emerging trends in client relationship management • Willingness to travel occasionally to client sites or industry events • Flexibility to accommodate client needs and time zone differences when required

🏖️ Benefits

• Medical/Rx, dental, vision, disability, and life/AD&D insurance plans • Flexible Savings Account (FSA) • Health Savings Account (HSA) • Employee Assistance Plan (EAP) • Health advocacy • Voluntary ancillary plans: accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance • 401(k) retirement savings plan with company match • Paid time off