Job Description

Job Title – Senior Relationship Manager, Client Service & Business Development

Our client, a successful financial technology and services company, currently seeks an experienced client service and business development professional with deep expertise in the fintech ecosystem, specifically supporting Family Offices, RIAs, and Trust structures. This individual will play a critical role in managing complex client relationships, driving revenue growth, and leading cross-functional initiatives from prospecting through contract execution.

Responsibilities:

Client Service & Relationship Management

• Serve as a primary point of contact for high-value clients, including Family Offices, RIAs, and Trust entities
• Build and maintain long-term relationships across multi-generational client structures
• Understand client needs and deliver tailored fintech solutions aligned with their financial and operational goals

Business Development & Sales Support

• Support the full sales lifecycle: prospecting, pitching, solutioning, negotiation, and contract execution
• Partner with sales teams to identify and pursue new business opportunities within the Family Office segment
• Assist in RFP/RFI responses, client presentations, and proposal development
• Drive pipeline growth and contribute to revenue targets

Family Office Expertise

• Work with complex, multi-generational family office structures, understanding governance, reporting, and operational nuances
• Provide insights into wealth structuring, trust frameworks, and investment reporting requirements

Financial & Operational Acumen

• Demonstrate a strong understanding of accounting principles, financial reporting, and performance management
• Translate financial data into actionable insights for clients and internal stakeholders

Project Management & Execution

• Lead and manage multiple client engagements simultaneously
• Coordinate across internal teams (product, operations, compliance, technology) to deliver solutions on time and within scope
• Ensure seamless onboarding and implementation processes

Leadership & Mentorship

• Manage and mentor junior team members
• Provide guidance, training, and performance feedback
• Foster a collaborative, high-performance team environment

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
• Must be relationship-driven with a client-first mindset
• Possess 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

Preferred Skills and Qualifications:

• Experience with fintech platforms supporting wealth management or reporting
• Familiarity with multi-entity, multi-generational wealth structures
• CRM and pipeline management experience

Benefits:

Our client offers a comprehensive benefits package designed to support your health, well-being, and future. This includes medical, dental, and vision coverage, life and disability insurance, flexible spending accounts, a 401(k) retirement plan, and access to additional voluntary benefits. Employees also enjoy a perk program that provides special discounts.

Salary: $140,000 to $165,000

The above requirements and qualifications are meant to describe the general nature of the position and do not represent all duties to be performed by the selected candidate. Please note that only candidates who are under consideration for the position will be contacted. The Company is an equal opportunity employer. All employment is decided on basis of qualifications, merit and business needs without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.