Strategic Client Relationship Manager

• Own complex enterprise client relationships end to end across wealth management and insurance
• Drive client satisfaction, retention, delivery confidence, commercial performance, executive alignment, and expansion
• Build relationships across C-suite, wealth leadership, operations, compliance, technology, finance, and field leadership
• Maintain account health, risks, opportunities, and executive relationship visibility
• Establish governance, decision rights, escalation paths, executive sponsorship, and operating rhythms
• Build joint client success plans and scorecards tied to measurable outcomes
• Quantify value delivered and shift executive conversations toward business progress and outcomes
• Develop trusted senior executive partnerships and provide strategic insight using research, benchmarks, and cross-client insights
• Challenge client requests and help clients identify unseen opportunities and risks
• Orchestrate Product, Engineering, Service, Operations, and Leadership around client priorities
• Own client communications, remediation plans, and follow-through during incidents
• Own renewal, retention, expansion, contracts, pricing, scope, commercial change, and forecasting

• 10+ years in strategic account management, client partnership, management/technology consulting, or client-facing delivery leadership
• Deep experience in wealth technology, wealth management platforms, broker-dealers, RIAs, or related financial technology environments
• Experience owning at least one large, complex enterprise relationship end to end
• Proven success influencing C-level stakeholders and building durable executive relationships
• Direct experience with renewals, expansion, contracts, pricing, and scope management
• Willingness to travel and maintain regular in-person client engagement
• Deep working knowledge of life insurance and annuities, including term, whole, universal, and variable life; fixed, indexed, and variable annuities; riders and illustrations; underwriting and new business; in-force servicing; policy and contract data
• Strong understanding of insurance-affiliated and hybrid broker-dealer operations, including career versus independent distribution, dual-licensed advisors/agents, commissions, chargebacks, and persistency
• Working knowledge of wealth management platforms and workflows across custody, planning, trading, billing, reporting, compliance, data, integrations, and SaaS delivery
• Comfortable participating in technical conversations and challenging assumptions
• Preferred: experience transforming transactional vendor relationships into strategic partnerships
• Preferred: experience within a wealth management firm, broker-dealer, RIA, or wealth technology provider
• Preferred: familiarity with modern advisory platforms and AI-assisted advisor workflows
• Experience managing relationships involving technology, operations, compliance, and business leadership stakeholders
• Must reside in an authorized U.S. state at hire and throughout employment unless approved by the People Team
• Must be permanently eligible to work for any employer in the United States; employment visa sponsorship is unavailable

Demonstrates extensive experience in strategic account management and client partnership within wealth management and insurance sectors, focusing on building executive relationships and driving client satisfaction. Proficient in managing complex enterprise relationships, renewals, and expansion while leveraging deep knowledge of wealth technology and insurance products.

• Strategic Account Management
• Client Partnership
• Wealth Management Platforms
• Insurance Knowledge
• C-Level Stakeholder Engagement

• Renewals Management
• Contract Negotiation
• Scope Management
• Risk Assessment
• Value Quantification
• Data Integration
• SaaS Delivery
• Policy Data Management
• Financial Technology Expertise
• Operational Governance

• Relationship Building
• Client Communication
• Strategic Insight
• Problem Solving
• Influencing Skills

• Wealth Management
• Insurance
• Annuities
• Broker-Dealers
• Registered Investment Advisors (RIAs)
• Client Satisfaction
• Executive Alignment
• Commercial Performance
• Operational Leadership
• Financial Services

• Wealth Management Platforms
• Broker-Dealer Systems
• AI-Assisted Advisor Workflows
• Compliance Tools
• Financial Reporting Software