Enterprise Relationship Manager, Wealth Management

About the Role

Our client, a well-known FinTech Wealth platform, is looking to hire a Vice President or Senior Vice President to join the Solutions team, specifically focused on relationship management among the service providers of the company’s largest asset and wealth management clients. This role will support managing, developing, and maintaining existing custodian partnerships, and will work to expand these relationships and connect with new custodian partners. Additionally, this hire will work closely with other senior members of the Platform Partnerships team and internal stakeholders.

This is a critical, technical role focused on delivering and providing ongoing support for the full suite of technology solutions, spanning alternatives and structured investments, to the independent wealth channel and enterprise partners. This individual will be responsible for developing and executing the company’s strategy in establishing strategic partnerships that extend access to and further embed the platform as part of the Wealth Management ecosystem.

Responsibilities

• Lead the development and execution of the strategic business plan for operational coverage of the largest custodial service providers.
• Serve as a key relationship stakeholder for the management of these relationships, integration and execution of partnership proposals.
• Develop and maintain successful working relationships with senior leaders and promote mutually beneficial relationships between partners and the organization.
• Collaborate with all appropriate parties to ensure effective execution of goals and initiatives.
• Work with Management to determine internal and external vendor reporting requirements and enforce the delivery of accurate and timely information.
• Analyze partner performance data on a regular basis and perform follow-up activities to ensure partners adhere to company quality measures.
• Coordinate regular performance reviews with partners and communicate needed improvements.
• Organize in-person quarterly meetings with all partners to review the relationship status, expansion opportunities, address any current material issues, and discuss business updates.
• Manage internal discussion coordination on the execution of ongoing operations regarding each custodial partner.
• Maintain broad influence through the ongoing development of relationships across the organization.
• Drive process improvement, in part by organizing ongoing partner and prospect requests, and leveraging available technology.

Qualifications

• 10+ years of experience in wealth management industry with exposure to custodial operations, business development, or relationship management capacity
• Knowledge of the independent advisor space and how they leverage their custodial relationships
• Strong knowledge of custodial pipes and plumbing and trade execution of alternative investments
• Strong commercial knowledge on industry standards and the competitive process
• Able to leverage existing relationships and build strong new relationships
• Demonstrated management abilities including project management and strong detail-orientation
• Excellent presentation and verbal and written communication skills with demonstrated capabilities to build trust, and strategically manage and influence stakeholders at all levels
• Entrepreneurial approach to managing projects with excellent problem-solving and analytical skills and able to create simple, compelling narratives for senior audience
• Highly collaborative with experience working within a cross-regional organization, managing and coordinating teams across different locations
• Strong desire to work in a fast growing, entrepreneurial environment