Senior Vice President, Relationship Management
About The Position
The Senior Vice President, Relationship Management Leader oversees senior relationship managers and leads client engagement strategy across a portfolio of top-tier financial institutions. The role is responsible for deepening client partnerships, ensuring strategic alignment, and driving retention and revenue growth. Acting as a trusted executive partner, the leader guides the team to deliver excellent service and maximize client value across InvestCloud’s solutions. This role provides executive sponsorship for key accounts and builds relationships with C-level stakeholders. It leads a high-performing team of Relationship Managers and Client Success Managers, directs account planning and renewal strategies, and oversees portfolio revenue growth, retention, forecasting, pipeline health, and renewal risk. The leader partners with product, development, professional services, and delivery teams to align work with client needs, resolve strategic issues, and inform product roadmaps, go-to-market efforts, and other strategic initiatives. The position calls for executive presence, strategic judgment, and experience leading teams responsible for complex, long-term client relationships. Occasional travel to client sites or industry events may be required, and flexible working hours may be necessary to accommodate client needs and time-zone differences.
Requirements
- Bachelor’s degree in business administration, Marketing, or a related field.
- 10–15 years of experience in account and sales management.
- At least 8 years of experience leading Relationship Management or Client Success teams.
- At least 10 years of financial services experience, including work with RIAs, RIA aggregators, asset managers, wealth managers, or banks.
- Proven sales skills in complex deal development.
- Proven ability to engage with C-suite stakeholders.
- Experience in client-facing roles, preferably in a B2B SaaS environment.
- Exceptionally strong communication, influence, negotiation, and interpersonal skills, with the ability to adapt to different audiences.
- Excellent project management and organizational abilities.
- Strategic thinking and the ability to understand clients’ business challenges and develop tailored solutions.
- Results-oriented approach and a track record of driving client satisfaction and revenue growth.
- Knowledge of industry best practices and emerging trends in client relationship management.
Nice To Haves
- Occasional travel to client sites or industry events is required.
- Flexible working hours may be necessary to accommodate client needs and time-zone differences.
Responsibilities
- Own the strategic vision and relationship development for a portfolio of high-value clients.
- Serve as executive sponsor for key accounts and cultivate long-term, trusted relationships with C-level stakeholders across RIAs, aggregators, asset managers, banks, and wealth managers.
- Guide the Relationship Management team in creating and executing strategies tailored to client business goals and InvestCloud’s capabilities.
- Lead and mentor Relationship Managers and Client Success Managers, fostering accountability, excellence, and client-centricity.
- Drive consistent execution of best practices in strategic planning, client engagement, risk management, and renewal discipline.
- Drive portfolio-level revenue growth, retention, and expansion.
- Lead strategic account planning and renewal strategies in collaboration with product, development, and delivery teams.
- Oversee forecasting, pipeline health, and renewal risk management across the team’s book of business.
- Partner with Professional Services, Product, and delivery teams to ensure seamless delivery and high-impact client results.
- Escalate and resolve strategic issues with urgency and poise while maintaining trust across client organizations.
- Align cross-functional teams around client needs, key initiatives, and long-term success.
- Represent the voice of the client within InvestCloud, informing product roadmaps, go-to-market efforts, and strategic initiatives.
- Monitor market shifts and changes in client business models to guide proactive innovation and growth strategies.
- Understand client goals, plan and control delivery, mitigate risks and constraints, and communicate internally and with clients to meet or exceed requirements.
- Support customer satisfaction, onboarding, implementation, solution delivery, client retention, and expansion through client engagement processes.
Benefits
- Medical and prescription drug insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Life and AD&D insurance
- Flexible Savings Account (FSA)
- Health Savings Account (HSA)
- Employee Assistance Plan (EAP)
- Health advocacy
- Voluntary ancillary plans, including accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance
- 401(k) retirement savings plan with company match
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Executive
