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As the Senior Vice President, Relationship Management (RM) Leader , you will oversee a team of senior relationship managers and lead our client engagement strategy across a portfolio of top-tier financial institutions. This high-impact leadership role is responsible for deepening client partnerships, ensuring strategic alignment, and driving both retention and revenue growth. You’ll act as a trusted executive partner to our clients while guiding a team that ensures delivery excellence and maximized client value across InvestCloud ’s solutions.
This role requires outstanding executive presence, strategic acumen, and a proven ability to lead teams managing complex, long-term client relationships. You’ll be a visible leader internally and externally engaging C-level stakeholders, aligning delivery and product teams, and helping shape our go-to-market and account growth strategies.
What does a great SVP RM Leader do?
The SVP, RM Leader, serves as a trusted advisor who is responsible for ensuring customer satisfaction with our products and services. They are accountable for expanding relationships with existing clients via product portfolio growth. Is also accountable for an assigned portfolio of clients, and their retention/growth through engagement processes, solution delivery, on-boarding and implementation. Serves as a Trusted Advisor to clients by understanding the client's goals, planning, controlling delivery, mitigating risks and constraints, along with expertly communicating internally and with clients to meet or exceed client requirements. The RM Leader develops successful client partnerships that result in high client satisfaction, retention, and growth, making significant contributions to client success and solution delivery best practices.
Own the strategic vision and relationship development for a portfolio of high-value clients.
Serve as executive sponsor for key accounts, cultivating long-term, trusted relationships with C-level stakeholders across RIAs, aggregators, asset managers, banks, and wealth managers.
Guide the RM team in creating and executing tailored strategies that align with each client’s business goals and InvestCloud ’s capabilities.
Team Leadership and Development
Lead and mentor a high-performing team of Relationship Managers and Client Success Managers.
Foster a culture of accountability, excellence, and client-centricity.
Drive consistent execution of best practices in strategic planning, client engagement, risk management, and renewal discipline.
Revenue Growth & Retention
Directly accountable for portfolio-level revenue growth, retention, and expansion.
Drive strategic account planning and renewal strategies in collaboration with product, development and delivery.
Oversee forecasting, pipeline health, and renewal risk management across the team’s book of business.
Strategic Collaboration & Delivery Oversight
Partner with Professional Services, Product and Professional Services to ensure seamless delivery and high-impact results. Escalate and resolve strategic issues with urgency and poise, maintaining trust at all levels of the client organization.
Drive cross-functional alignment around client needs, key initiatives, and long-term success.
Market and Client Advocacy
Champion, the voice of the client within InvestCloud , informing product roadmaps, go-to-market efforts, and strategic initiatives.
Stay on top of market shifts and client business model evolution to guide proactive innovation and growth strategies.
Required qualifications for the role
Bachelor’s degree in business administration, Marketing, or related field
10-15 years of experience in account and sales management with 8+ years’ experience in leadership of Relationship/Client Success Teams.
10+ years of financial services experience including RIAs, RIA Aggregators, Asset Managers, Wealth Managers, and Banks
Proven sales skills in complex deal development
Proven ability to interface at C-suite level
Proven experience in client-facing roles, preferably in a B2B SaaS environment.
Exceptionally strong communicator, influencer/negotiator, with interpersonal skills that are adaptative to the audience.
Excellent project management and organizational abilities.
Strategic thinker with the ability to understand clients' business challenges and develop tailored solutions.
Results-oriented mindset with a track record of driving client satisfaction and revenue growth.
Knowledge of industry best practices and emerging trends in client relationship management.
Preferred Skills / Experience
This role will require occasional travel to client sites or industry events.
Flexible working hours may be necessary to accommodate client needs and time zone differences.
About InvestCloud
InvestCloud , a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud .com.
Our Values
Client Connected
Human Centered
Technology Forward
Respect + Integrity
Excellence
The actual salary will vary based on applicant’s education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant’s geographic location. Salary range: $325,000 -$375,000. Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off.
