Sr Relationship Manager

IRALOGIX,Inc • Charlotte, NC

1d

About The Position

IRALOGIX is a modern financial technology company transforming the $17 trillion IRA market with cloud-based, fully digital IRA solutions for America’s financial institutions. By modernizing how IRA accounts are managed and delivered, we expand access to retirement saving while helping our client-partners grow and compete. At IRALOGIX, we’re proud that our employees are part of a collaborative, fast-growing organization where ideas are valued and ownership is encouraged. We invest in sophisticated, next-gen technology, clear processes, and strong partnerships so our teams can do their best work and see the real-world impact of what they create. And we’re committed to building a workplace that supports learning, innovation, and long-term career development, allowing employees to grow alongside the company.

Requirements

• Experience in financial services, fintech, banking, or retirement services in a client-facing or account management role
• Familiarity with IRA products, custodial services, trust operations, or wealth management platforms
• Track record of managing C-suite and executive-level relationships at financial institutions
• Experience with client success platforms and CRM systems (e.g., Salesforce)
• Prior experience in a B2B SaaS or technology company with partner/channel relationship management
• Understanding of regulatory requirements in financial services (IRS, SEC, FINRA)
• 7–10+ years of experience in relationship management, account management, client success, or customer experience in B2B SaaS, fintech, or financial services
• Proven ability to build and maintain deep, trusted relationships with senior executives at financial institutions
• Demonstrated track record of driving client retention, expansion, and revenue growth within a strategic account portfolio
• Strong strategic thinking with the ability to develop and execute complex account plans
• Excellent executive communication, presentation, and negotiation skills
• Experience mentoring or coaching junior client-facing professionals
• Data-driven mindset with experience using analytics and health scoring to manage a partner portfolio

Nice To Haves

• MBA a plus

Responsibilities

• Serve as the senior relationship owner and executive sponsor for IRALOGIX’s most strategic financial institution partnerships, managing relationships at the C-suite and SVP level
• Develop and execute comprehensive account strategies for each strategic partner, aligned with their business goals, IRA pro-gram objectives, and growth trajectory
• Lead executive business reviews (EBRs), annual strategic planning sessions, and multi-stakeholder alignment meetings with partner leadership
• Build and maintain deep, consultative relationships with partner executives, operations leaders, compliance officers, and program managers
• Serve as the escalation point for the most complex partner issues, navigating multi-stakeholder resolution with minimal man-agement intervention
• Own partner health, satisfaction, and retention for the most high-value accounts in the IRALOGIX portfolio
• Proactively monitor partner health indicators, adoption metrics, and satisfaction scores; identify and address risks before they escalate
• Define and track customized success metrics for each strategic partner, demonstrating measurable platform value and ROI
• Develop and deliver executive-level insights, performance reports, and strategic recommendations to partner leadership
• Provide ongoing strategic guidance to partners on IRA program optimization, platform best practices, and industry trends
• Identify and pursue expansion opportunities within strategic partner accounts, including new IRA products, additional chan-nels, increased account volumes, and cross-sell opportunities
• Lead renewal strategy and negotiation for strategic accounts in partnership with Sales and Legal
• Build and present business cases for expansion, demonstrating ROI and strategic alignment with partner objectives
• Support the development of client advocacy programs, including case studies, references, testimonials, and partner advisory councils
• Serve as a senior voice of the client internally, channeling strategic partner feedback into actionable insights for Product, Engineering, and executive leadership
• Influence the product roadmap by translating partner needs and market intelligence into prioritized feature requests and strategic themes
• Partner with Operations, Compliance, and Trust teams to ensure partner-facing processes meet regulatory requirements and SLA expectations
• Support new partner onboarding for strategic accounts, ensuring a white-glove experience during implementation and go-live
• Mentor and coach junior Relationship Managers and Associate RMs, sharing best practices for partner engagement, executive communication, and strategic account management
• Contribute to the development of client success playbooks, escalation procedures, and engagement models
• Lead knowledge-sharing sessions on partner management best practices, IRA operations, and financial institution engage-ment strategies
• Provide input on hiring decisions and team development priorities for the Client Success organization

Benefits

• learning, innovation, and long-term career development

What This Job Offers

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