VP, Client Strategy & Success

West Palm Beach, FL - USA

Monthly Salary: Not Disclosed

Posted on: 13 hours ago

Vacancies: 1 Vacancy

Job Summary

VP Client Strategy & Success

Opportunity

SMArtX Advisory Solutions a rapidly growing financial services technology company based in West Palm Beach Florida is seeking a leader with the drive and expertise to advance SMArtXs strategic relationship management engagement and adoption goals across our client channelsincluding Enterprise and Independent RIA firms FinTech companies Asset Managers TAMPs and Custodians.

The teams objective is to help customers solve key challenges scale their businesses and maximize the value of SMArtX solutions.

As part of the Client Success team youll be tech-savvy and knowledgeable about Managed Accounts TAMPs UMAs and the broader FinTech ecosystem. Passion for our platforms capabilitiesand for driving client outcomesis this role you will manage critical relationships and coordinate efforts across SMArtX and third-party partners.

The ideal candidate can navigate large complex organizations build trusted executive relationships and drive platform adoption and usage.

Position Requirements

Demonstrated ability to identify develop and proactively pursue opportunities within strategic and enterprise client accounts.
Strong ability to quickly assess client and prospect needs and map them to SMArtXs value proposition platform capabilities and workflow solutions.
Proven success managing complex client relationships and influencing stakeholders at all levels including executives and decision-makers.
Experience developing strategic account plans including account mapping goal setting and multi-year growth strategies.
Familiarity with client health metrics KPI tracking and data-driven approaches to monitoring risk adoption engagement and satisfaction.
Ability to lead business reviews present insights and translate client goals into measurable success outcomes.
Strong organizational skills and attention to detail with the ability to manage timelines cross-functional deliverables and competing priorities.
Excellent communication skillswritten verbal and presentationwith the ability to convey complex concepts clearly and persuasively.
Ability to manage multiple requests and time demands while achieving performance and growth goals across an assigned book of strategic accounts.
A strong sense of urgency and ownership; proactively brings forward ideas identifies areas for improvement and executes with discipline.
Team-oriented mindset with a commitment to shared goals and cross-functional success.
High degree of drive resilience and strategic thinking; ability to operate effectively in a fast-paced evolving environment.
Bachelors degree required.
Proficiency communicating the value of Unified Managed Accounts (UMAs) Managed Portfolio Solutions Asset Management Solutions and TAMP solutions used by RIAs.
10 years of experience in financial services or FinTech with a focus on relationship management strategic accounts or client success.

Responsibilities

Cultivate and maintain strong long-term relationships across strategic and enterprise accounts.
Become a subject matter expert on SMArtXs platform capabilities and workflows; serve as a trusted advisor to clients.
Lead executive-level interactions presentations and business reviews with decision-makers and key stakeholders.
Develop execute and maintain strategic account plans including account mapping opportunity identification and long-term partnership strategies.
Oversee client health metrics proactively monitoring adoption engagement risk indicators and client satisfaction.
Define track and report KPIs and shared client-success goals aligned with retention expansion and platform utilization.
Guide clients on best practices and optimize their use of SMArtXs platform and workflows.
Collaborate cross-functionally on contract terms business agreements and renewal/expansion opportunities.
Educate clients on new and upcoming capabilities product enhancements and workflow optimizations.
Deliver platform and technology demonstrations tailored to client needs and strategic objectives.
Report on pipeline account health and client activity using CRM tools; maintain accurate documentation and executive visibility.
Partner with Product Operations and Service teams to escalate and resolve issues driving continuous improvement.
Travel up to 1020% as needed.

About SMArtX Advisory Solutions

Founded in 2018 SMArtX Advisory Solutions is a rapidly growing financial technology firm creating breakthrough innovations in the wealth management industry. We offer a professional yet relaxed work environment where dynamic individuals thrive.

Submit your resume today to join our team.

VP Client Strategy & SuccessOpportunitySMArtX Advisory Solutions a rapidly growing financial services technology company based in West Palm Beach Florida is seeking a leader with the drive and expertise to advance SMArtXs strategic relationship management engagement and adoption goals across our cli...