VP Relationship Manager
VP Relationship Manager
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Job Description
Vice President Relationship Manager
SMArtX Advisory Solutions a rapidly growing financial services technology company based in West Palm Beach Florida is seeking a Vice President Relationship Manager to join our Asset Manager Solutions team. This team is responsible for the recruitment onboarding and ongoing relationship management of all third-party asset managers on the SMArtX platform. The team is also responsible for standing up managed account platforms for asset managers and providing relationship management support.
About the Role
As a VP Relationship Manager you will play a key role in managing and expanding relationships with third-party asset managers. Your primary mandate will be to deepen engagement broaden distribution opportunities and drive strategic growth across the platform. This includes overseeing day-to-day relationship management contract negotiations and collaborating with firms leveraging SMArtX to power their own white-labeled platforms.
This is an exciting opportunity for a detail-oriented proactive individual with a passion for financial services and investment technology.
Key Responsibilities
- Serve as the primary point of contact for assigned asset manager relationships
- Identify and execute opportunities to broaden manager distribution across the platform
- Lead regular check-insvia calls or in-person meetingsto align on partnership objectives and growth initiatives
- Support managers using SMArtX to offer white-labeled platforms to their end clients
- Maintain accurate and up-to-date records in Salesforce including accounts contacts and opportunities
- Ensure firm and product information is up-to-date on the SMArtX platform
- Respond promptly and professionally to manager inquiries via phone and email
Qualifications Required:
- 515 years of professional experience in the financial services industry preferably in sales relationship management or platform distribution roles
- Proven ability to manage relationships and influence stakeholders at all levels
- Travel to industry events and in-person meetings
- Strong organizational skills and attention to detail to manage timelines and deliverables
- Excellent communication skillswritten verbal and interpersonal
- Self-starter with the ability to thrive in a fast-paced deadline-driven environment
- Team-oriented with a collaborative mindset
- Bachelors degree ideally in Finance Business or a related field
Preferred:
- Experience working with or for an investment platform asset manager or fintech firm
- Proficiency in Microsoft Office and Google Workspace
- Familiarity with Salesforce CRM
- Project management experience or formal training
Founded in 2018 SMArtX Advisory Solutions is at the forefront of innovation in the wealth management space. We foster a professional yet relaxed culture that values initiative collaboration and growth. If youre excited to work in a dynamic high-growth environment with a mission to transform investment technology we encourage you to apply.
Employment Type
Full Time
