Senior Vice President, Relationship Management

🔥 12 hours ago

🇺🇸 United States – Remote

💵 $325k - $375k / year

⏰ Full Time

🟠 Senior

👔 Vice President

👻 Ghost score 0%

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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

• Oversee a team of senior relationship managers • Lead client engagement strategy across a portfolio of top-tier financial institutions • Deepen client partnerships, ensure strategic alignment, and drive retention and revenue growth • Act as a trusted executive partner to clients and guide delivery excellence across InvestCloud’s solutions • Engage C-level stakeholders and align delivery and product teams • Shape go-to-market and account growth strategies • Ensure customer satisfaction with InvestCloud products and services • Expand existing client relationships through product portfolio growth • Manage an assigned client portfolio through engagement processes, solution delivery, onboarding, and implementation • Understand client goals, plan and control delivery, and mitigate risks and constraints • Develop client partnerships that drive satisfaction, retention, growth, and solution delivery best practices • Own strategic vision and relationship development for high-value clients • Serve as executive sponsor for key accounts across RIAs, aggregators, asset managers, banks, and wealth managers • Guide Relationship Managers in tailored client strategies • Lead and mentor Relationship Managers and Client Success Managers • Foster accountability, excellence, and client-centricity • Drive best practices in strategic planning, client engagement, risk management, and renewal discipline • Directly own portfolio revenue growth, retention, and expansion • Drive account planning and renewal strategies with product, development, and delivery teams • Oversee forecasting, pipeline health, and renewal risk management • Partner with Professional Services and Product teams for seamless delivery • Escalate and resolve strategic issues • Drive cross-functional alignment around client needs and long-term success • Champion the client voice within InvestCloud to inform product roadmaps, go-to-market efforts, and strategic initiatives • Monitor market shifts and client business model evolution to guide innovation and growth strategies

🎯 Requirements

• Bachelor’s degree in business administration, Marketing, or related field • 10–15 years of experience in account and sales management • 8+ years’ experience in leadership of Relationship/Client Success Teams • 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 C-suite level • Proven experience in client-facing roles, preferably in a B2B SaaS environment • Exceptionally strong communicator, influencer/negotiator, with interpersonal skills adaptable to the audience • Excellent project management and organizational abilities • Strategic thinker able to understand clients’ business challenges and develop tailored solutions • Results-oriented mindset with a track record of driving client satisfaction and revenue growth • Knowledge of industry best practices and emerging trends in client relationship management • Occasional travel to client sites or industry events • Flexible working hours may be necessary to accommodate client needs and time zone differences

🏖️ Benefits

• Medical/Rx insurance • Dental insurance • Vision insurance • Disability insurance • 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 • Flexible working hours may be necessary to accommodate client needs and time zone differences • Occasional travel to client sites or industry events

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