Senior Vice President, Relationship Management

📋 Description

• Own the relationship strategy and development of a portfolio of high-value financial services
• Act as executive sponsor for key accounts, building trusted relationships with C-level stakeholders
• Guide Relationship Managers in developing and executing tailored account strategies aligned with
• Lead, mentor, and develop a high-performing team of Relationship Managers and Client Success
• Foster a culture of accountability, operational excellence, and client-centric service.
• Establish consistent best practices for strategic planning, client engagement, risk management, and

🎯 Requirements

• Bachelor's degree in Business Administration, Marketing, or a related field.
• 10–15 years of experience in account management and sales management.
• At least 8 years of leadership experience managing Relationship Management or Client Success teams.
• More than 10 years of experience in financial services, including RIAs, RIA aggregators, asset
• Demonstrated success developing and closing complex commercial opportunities.
• Proven ability to engage and influence C-suite executives and senior decision-makers.

🎁 Benefits

• Salary range: $325,000–$375,000. Actual compensation may vary based on education, experience
• Medical and prescription drug insurance.
• Dental and vision insurance.
• Disability and life/AD&D insurance.
• Flexible Spending Account (FSA) and Health Savings Account (HSA).
• Employee Assistance Plan (EAP) and health advocacy services.