Relationship Manager Sales Jobs

1 job found

14d ago

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

TPG Staffing Edison, NJ

Edison, NJ

14d ago

$140k - $165k/yr Full time Account Management Business Development Client Management

Apply Now

Job Description

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: es5qstpkudgzsrsekmfchd3tco@crelate.net

Location

Onsite in Edison, NJ (in person)

View full job page →

Get Job Alerts

New jobs delivered to your inbox.