Relationship Manager, Asset Manager Solutions

Responsibilities

• Own and manage a portfolio of approximately 75 asset manager relationships as the primary point of contact.
• Lead the complete asset manager onboarding experience from agreement execution through platform launch.
• Coordinate implementation timelines across Legal, Compliance, Finance, Operations, Product, and Technology teams.
• Educate partners on platform capabilities, operational workflows, and model maintenance procedures.
• Manage onboarding documentation, pricing updates, and contractual workflows.
• Maintain accurate records within Salesforce and Jira.
• Advocate for asset managers internally to influence product enhancements and process improvements.

Requirements

• Bachelor's degree
• 6–10 years of experience in relationship management, client success, account management, or project management
• Proven success managing multiple client relationships and complex implementation projects simultaneously
• Outstanding written and verbal communication skills
• Strong presentation skills with the ability to explain technical or operational concepts
• Exceptional organizational skills and attention to detail
• Strong project management and problem-solving skills

Preferred Qualifications

• Experience in Asset Management or Wealth Management
• Familiarity with Model Portfolios, Managed Accounts, UMA, or TAMP
• Experience with Wealth Technology Platforms or fintech solutions
• Proficiency with Salesforce CRM and Jira
• Experience in contract administration and implementation management

About the Company

SMArtX Advisory Solutions provides a leading managed accounts platform, serving as a bridge between the investment management community and advanced wealth technology.