Senior Relationship Manager

🔥 2 minutes ago

🏈 Ohio – Remote

🏈 Ohio – Remote

💵 $250k / year

⏰ Full Time

🟠 Senior

💰 Account Manager

👻 Ghost score 0%

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STRATOS

WebsiteLinkedInAll Job Openings

501 - 1000 employees

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

STRATOS is an independent, partner-owned financial services firm based in Beachwood, Ohio. It specializes in facilitating the success of over 350 independent financial advisors across the nation by providing them with reliable infrastructure, operational support, and strategic resources. STRATOS focuses on enhancing the entrepreneurial spirit of financial advisors, particularly those looking to go independent or who are already independent, offering services in financial planning, retirement planning, and wealth management. Supported by a dedicated team of professionals, the firm aims to enhance the client experience through advanced technology and a growing network of product and service partners.

📋 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

🎯 Requirements

• 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

🏖️ Benefits

• 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