Senior Relationship Manager, Client Service & Business Development (Fintech)

A senior fintech client service and business development professional who oversees all client interactions and service delivery for assigned relationships, driving revenue growth and leading cross-functional initiatives from prospecting through contract execution.

Responsibilities

• Act as the primary escalation point for clients; liaison between clients and internal groups.
• Maintain and expand each client's reporting infrastructure and outputs as needed.
• Monitor, measure, and report to senior management on open inquiry case management issues by serving as an escalation point to resolve client issues.
• Ensure client deliverables are completed, approved, and published accurately and on time.
• Manage client expectations by balancing inquiries, special projects, and periodic deliverables; escalate new requirements and contribute to solution definitions to address scope.
• Guide staff in supporting client needs in platform usage, data mining, and deliverable-driven inquiries.
• Supervise and mentor Client Coordinators and Associates, including coordinating and reviewing responsibilities and work product.
• Guide other professionals and teams in understanding client transactions related to investment and tax planning to ensure proper recording.
• Serve as back-up to the Client Service team when necessary.
• Anticipate future client needs and work with management to craft proactive solutions.
• Keep management apprised of client relationship status and high-level developments; escalate issues as appropriate.
• Meet with clients to discuss progress and open issues.
• Act as liaison to the Implementation team for new client initiatives and special projects, as well as tailor current services or implement additional services.
• Maintain awareness of current financial trends in the Family Office investment arena.

Requirements

• 7-10 years of experience in client service within the fintech industry.
• Proven experience working with Family Offices, RIAs, and Trust structures.
• Demonstrated success supporting business development and sales processes end-to-end.
• Strong understanding of accounting principles, financial reporting, and investment performance metrics.
• Excellent project management and organizational skills; ability to multitask in a fast-paced environment.
• Experience managing or mentoring team members.
• Strong communication and presentation skills, with the ability to engage senior stakeholders.
• Relationship-driven with a client-first mindset.
• Commercial savvy with strong sales support instincts.
• Highly organized and detail-oriented; leadership and team development capability.
• Ability to operate effectively in complex, high-touch client environments.

Technologies

• CRM systems

Benefits

• Medical, dental, and vision coverage
• Life and disability insurance
• Flexible spending accounts
• 401(k) retirement plan
• Access to additional voluntary benefits
• Perk program with special discounts

Compensation

• Salary range: USD 140,000 - 165,000 per year
• Pay range: USD 140,000.00 - 165,000.00 per year

Contact

• Email: [email protected]

Location

• Onsite in Edison, NJ (in person)