Senior Vice President, Relationship Management

This is a fully remote position, open to applicants in United States.

📋 Description

• Supervise a team of senior relationship managers.

• Direct the client engagement strategy across a portfolio of elite financial institutions.

• Strengthen client partnerships, ensure strategic alignment, and promote retention and revenue growth.

• Act as a trusted executive partner for clients and ensure excellence in delivery across InvestCloud’s solutions.

• Engage with C-level stakeholders and align delivery and product teams effectively.

• Shape go-to-market and account growth strategies.

• Guarantee customer satisfaction with InvestCloud products and services.

• Broaden existing client relationships through the enhancement of the product portfolio.

• Manage an assigned client portfolio through engagement processes, solution delivery, onboarding, and implementation.

• Comprehend client goals, plan and oversee delivery, and mitigate risks and constraints.

• Cultivate client partnerships that foster satisfaction, retention, growth, and best practices in solution delivery.

• Own the strategic vision and relationship development for high-value clients.

• Serve as the executive sponsor for key accounts across RIAs, aggregators, asset managers, banks, and wealth managers.

• Provide guidance to Relationship Managers on bespoke client strategies.

• Lead and mentor Relationship Managers and Client Success Managers.

• Promote accountability, excellence, and a client-centric approach.

• Implement best practices in strategic planning, client engagement, risk management, and renewal discipline.

• Directly manage portfolio revenue growth, retention, and expansion.

• Drive account planning and renewal strategies in collaboration with product, development, and delivery teams.

• Oversee forecasting, pipeline health, and renewal risk management.

• Collaborate with Professional Services and Product teams for seamless delivery.

• Address and resolve strategic issues as they arise.

• Promote cross-functional alignment centered around client needs and long-term success.

• Advocate for the client voice within InvestCloud to shape product roadmaps, go-to-market strategies, and strategic initiatives.

• Monitor market changes and the evolution of client business models to steer innovation and growth strategies.

⛳️ Requirements

• Bachelor’s degree in business administration, Marketing, or a related field.

• 10–15 years of experience in account and sales management.

• 8+ years of experience in leading Relationship/Client Success Teams.

• 10+ years of experience in financial services, including RIAs, RIA Aggregators, Asset Managers, Wealth Managers, and Banks.

• Demonstrated sales proficiency in complex deal development.

• Proven ability to engage with C-suite executives.

• Significant experience in client-facing roles, ideally within a B2B SaaS environment.

• Exceptionally strong communicator and influencer/negotiator, with interpersonal skills that adapt to the audience.

• Excellent project management and organizational skills.

• Strategic thinker with the ability to understand clients’ business challenges and craft tailored solutions.

• Results-oriented mindset with a history 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.

• Flexible working hours may be required to meet client needs and accommodate 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 services.

• 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.