Location: New York, NY (Hybrid: Tuesday-Thursday in office)

Are you passionate about helping clients grow, driving adoption, and creating exceptional experiences that lead to long-term partnerships?

A rapidly growing fintech serving the wealth management industry is seeking a Relationship Manager, Client Growth & Enablement to play a key role in expanding and deepening client relationships. This individual will partner closely with advisory firms, support successful onboarding and adoption, and help create scalable processes that drive client engagement, retention, and growth.

• Serve as a strategic partner to Relationship Managers and advisory firms, helping clients successfully launch, adopt, and expand their use of the platform.
• Lead onboarding and implementation initiatives, ensuring a seamless experience from signed agreement through activation.
• Act as a trusted resource for clients, supporting integrations, account transitions, branding updates, and other business-critical initiatives.
• Develop reporting and insights that help Relationship Managers demonstrate value, identify growth opportunities, and strengthen client relationships.
• Partner cross-functionally with Product, Client Support, Finance, and Revenue Operations to resolve client challenges and enhance the overall client experience.
• Identify opportunities to improve client journeys, streamline processes, and leverage technology and AI to drive efficiency and scale.
• Help build the infrastructure and best practices needed to support a growing client base and evolving go-to-market organization.

• 3+ years of experience in client success, relationship management, account management, onboarding, implementation, or customer-facing operations.
• Experience within wealth management, fintech, financial services, custodians, or advisor technology platforms preferred.
• Strong client-facing skills with the ability to build credibility and develop trusted relationships.
• Commercial mindset with a focus on client engagement, retention, and growth.
• Highly organized with strong project management and problem-solving capabilities.
• Comfortable working with data, reporting, and business systems to uncover insights and support decision-making.
• Naturally proactive, curious, and excited by the opportunity to help build and scale a high-growth business.