Relationship Manager, Emerging Growth Solutions

SmartX Advisory Solutions • West Palm Beach, FL

1d

About The Position

SMArtX Advisory Solutions is seeking a Relationship Manager, Emerging Growth Solutions to join our Manager Solutions team and serve as a trusted partner to emerging, boutique, and newly onboarded asset managers on the SMArtX platform. Our Manager Solutions team serves as the bridge between the investment management community and one of the industry’s leading managed accounts platforms. We help asset managers successfully launch, maintain, and grow their presence within the SMArtX ecosystem. In this role, you will own a portfolio of approximately 75 asset manager relationships, guiding firms through every stage of their journey with SMArtX—from onboarding and implementation to platform education, operational support, strategy expansion, and long-term partnership growth. This is a highly consultative position that blends relationship management, project management, operational coordination, and platform expertise. The ideal candidate enjoys building relationships, educating clients, simplifying complex processes, and delivering an exceptional experience.

Requirements

• Bachelor's degree.
• 4–6 years of experience in relationship management, client success, account management, project management, or a related client-facing role.
• Demonstrated ability to manage multiple client relationships and complex projects simultaneously.
• Excellent written and verbal communication skills.
• Strong presentation skills and the ability to explain technical, operational, or complex concepts to diverse audiences.
• Exceptional organizational skills, attention to detail, and follow-through.
• Experience collaborating across multiple business functions to achieve shared objectives.
• Strong problem-solving skills and a proactive, solutions-oriented mindset.

Nice To Haves

• Experience in or familiarity with one or more of the following: Asset management or wealth management.
• Model portfolios or managed accounts.
• UMA, TAMP, or wealth technology platforms.
• Financial technology solutions supporting financial advisors or investment managers.
• Salesforce CRM.
• Contract administration and implementation management.
• Microsoft Office and Google Workspace.

Responsibilities

• Serve as the primary relationship owner for approximately 75 emerging, boutique, and newly onboarded asset managers.
• Build trusted relationships through proactive communication, responsiveness, and a consultative approach.
• Guide asset managers through the early stages of their relationship with SMArtX and provide ongoing support as their business grows on the platform.
• Help managers understand not only how the SMArtX platform works, but how they can maximize its value.
• Establish regular touchpoints to monitor progress, address questions, provide guidance, and identify opportunities for continued engagement.
• Manage the asset manager onboarding experience from executed agreement through successful platform launch.
• Develop and manage implementation timelines while coordinating deliverables across Legal, Compliance, Finance, Operations, Product, Technology, and Client Success.
• Educate asset managers on SMArtX's onboarding process, operational workflows, platform capabilities, model maintenance procedures, pricing structures, and ongoing requirements.
• Ensure required documentation, investment strategy information, marketing materials, and operational requirements are completed accurately and efficiently.
• Establish clear expectations and provide a high-touch experience throughout the onboarding process.
• Manage onboarding documentation, pricing updates, contractual workflows, and other asset manager requests.
• Partner with Legal and Compliance to help move new agreements and amendments efficiently from review through execution.
• Maintain accurate and timely relationship and implementation records within Salesforce and internal project management systems.
• Track onboarding milestones, outstanding deliverables, dependencies, and implementation timelines.
• Proactively identify risks and roadblocks and coordinate the appropriate internal resources to keep projects moving forward.
• Manage multiple concurrent initiatives while maintaining a high level of accuracy and attention to detail.
• Introduce additional investment strategies to the platform.
• Navigate ongoing operational requests and platform enhancements.
• Understand new SMArtX capabilities, products, and releases.
• Expand their participation across applicable distribution channels and strategic initiatives.
• Connect with the appropriate SMArtX resources as their needs evolve.
• Advocate internally for the needs and priorities of your assigned asset managers.
• Partner with Product, Technology, Operations, Client Success, and Leadership to communicate manager feedback and resolve issues.
• Identify recurring themes, challenges, and opportunities across your portfolio.
• Recommend process and experience improvements that make it easier for asset managers to do business with SMArtX.
• Help strengthen the overall asset manager experience as the SMArtX platform continues to grow.

Benefits

• opportunity to make a meaningful impact
• working alongside leading investment managers and a growing wealth management technology platform
• opportunities to manage increasingly strategic relationships
• contribute to platform and process initiatives
• establish yourself as a trusted leader within the Manager Solutions organization

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level