Head of Strategic Relationship Management

AssetMark

2d•$220,000 - $280,000•Hybrid

About The Position

The Head of Relationship Management (HRM) serves as the senior client engagement and revenue leader for AssetMark | Adhesion’s RIA growth strategy. This role is accountable for expanding assets under management and revenue with existing clients in the RIA channel by leading enterprise‑level relationships, advisor‑level adoption, and a high‑performing Relationship Management organization. The HRM is responsible for both setting the relationship management strategy and ensuring disciplined execution across key enterprise RIA clients, multi‑advisor firms, and strategic growth relationships. This includes direct ownership of senior executive relationships, active participation in priority client engagements, and oversight of structured, repeatable relationship management and sales efforts that drive advisor adoption, platform utilization, asset onboarding, and long‑term retention. The successful candidate will lead strategic engagements with RIA home offices and executive leadership while also ensuring consistent, day‑to‑day execution at the advisor and firm level. This role requires balancing long‑range growth planning with hands‑on involvement in account planning, pipeline management, onboarding oversight, and internal coordination to deliver measurable outcomes. As leader of the Relationship Management function, the HRM will mentor and develop Relationship Managers into effective salespeople for their assigned client groups—deeply knowledgeable about each firm’s business model, advisor segmentation, growth objectives, operating structure, and technology and investment ecosystem. The Relationship Management team maintains responsibility for a portfolio of critical, high‑value RIA relationships. Accordingly, the HRM owns forecasting accuracy, account planning rigor, budget discipline, and attainment of growth targets across existing relationships and newly onboarded RIA firms. Success in this role requires intellectual curiosity, a consultative approach, and the ability to work seamlessly across sales, service, investments, technology, and product teams to deliver and retain expected assets.

Requirements

10+ years of enterprise-level sales and relationship management experience within wealth management or financial services, with direct exposure to the RIA channel
Proven ability to lead and scale high-performing relationship or sales teams while remaining actively engaged in key client execution
Deep understanding of RIA business models, advisor compensation structures, practice management dynamics, technology stacks, and investment solutions
Demonstrated success driving advisor adoption and platform growth within complex, multi-advisor RIA environments
Strong executive presence with the ability to lead high-stakes conversations and influence senior decision-makers
Excellent communication, presentation, and public speaking skills
Highly consultative mindset with the ability to uncover growth opportunities through thoughtful, insight-driven dialogue
Collaborative leadership style with a track record of working effectively across internal teams and external partners
Willingness to travel up to 40%

Responsibilities

Strategic Leadership & Client Engagement: Serve as the firm’s senior executive leader for RIA client engagement, owning C-suite and executive-level relationships at key enterprise and multi-advisor RIA firms
Establish the overall RIA relationship management strategy, including engagement models, account segmentation, sales coverage frameworks, and growth priorities
Develop a deep understanding of RIA operating models, advisor economics, growth strategies, and decision-making frameworks to inform engagement and solution design
Act as a strategic advisor to executive leadership on RIA market trends, client needs, competitive dynamics, and emerging opportunities
Represent AssetMark | Adhesion externally as a senior voice to clients, industry partners, conferences, and media when appropriate
Execution & Revenue Growth: Maintain direct involvement in priority client relationships and strategic accounts, including participation in executive meetings, advisor roadshows, and critical growth initiatives
Lead the development and execution of detailed account plans for enterprise RIA clients, ensuring clear objectives, milestones, and accountability
Drive advisor-level adoption of the platform through coordinated sales strategies and ongoing client engagement initiatives
Ensure disciplined pipeline management, forecasting accuracy, and tracking of AUM and revenue growth across the Relationship Management team
Partner closely with onboarding, service, and implementation teams to deliver seamless client and advisor transitions and accelerate asset flows
Team Leadership & Cross-Functional Collaboration: Lead, coach, and mentor the Relationship Management team in best-in-class RIA relationship management and consultative sales practices
Establish clear expectations, operating rhythms, and performance metrics tied to retention, penetration, asset growth, and client satisfaction
Work cross-functionally with service, marketing, legal, investments, technology, and product teams to align on client priorities and deliver holistic solutions
Translate “voice of the client” insights into actionable feedback that informs platform enhancement, service improvements, and product development