Strategic Client Relationship Manager

Advisor360°

Strategic client relationship leader for Advisor360°, a SaaS fintech platform transforming wealth management operations. Owning enterprise retention, outcomes, executive alignment, renewals, and expansion across insurance and wealth management.

Posted 8/16/2026full-timeNeedham • California, Connecticut, Florida, Illinois, Maine, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington • 🇺🇸 United StatesSeniorLead💰 $180,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in strategic account management and client partnership within wealth management and insurance sectors, focusing on building executive relationships and driving client satisfaction. Proficient in managing complex enterprise relationships, renewals, and expansion while leveraging deep knowledge of wealth technology and insurance products.

Highest-signal resume keywords

Strategic Account ManagementClient PartnershipWealth Management PlatformsInsurance KnowledgeC-Level Stakeholder Engagement

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Renewals ManagementContract NegotiationScope ManagementRisk AssessmentValue QuantificationData IntegrationSaaS DeliveryPolicy Data ManagementFinancial Technology ExpertiseOperational Governance

Soft Skills

Relationship BuildingClient CommunicationStrategic InsightProblem SolvingInfluencing Skills

Tools & Technologies

Wealth Management PlatformsBroker-Dealer SystemsAI-Assisted Advisor WorkflowsCompliance ToolsFinancial Reporting Software

Industry Keywords

Wealth ManagementInsuranceAnnuitiesBroker-DealersRegistered Investment Advisors (RIAs)Client SatisfactionExecutive AlignmentCommercial PerformanceOperational LeadershipFinancial Services

About the role

Key responsibilities & impact

Own complex enterprise client relationships end to end across wealth management and insurance
Drive client satisfaction, retention, delivery confidence, commercial performance, executive alignment, and expansion
Build relationships across C-suite, wealth leadership, operations, compliance, technology, finance, and field leadership
Maintain account health, risks, opportunities, and executive relationship visibility
Establish governance, decision rights, escalation paths, executive sponsorship, and operating rhythms
Build joint client success plans and scorecards tied to measurable outcomes
Quantify value delivered and shift executive conversations toward business progress and outcomes
Develop trusted senior executive partnerships and provide strategic insight using research, benchmarks, and cross-client insights
Challenge client requests and help clients identify unseen opportunities and risks
Orchestrate Product, Engineering, Service, Operations, and Leadership around client priorities
Own client communications, remediation plans, and follow-through during incidents
Own renewal, retention, expansion, contracts, pricing, scope, commercial change, and forecasting

Requirements

What you’ll need

10+ years in strategic account management, client partnership, management/technology consulting, or client-facing delivery leadership
Deep experience in wealth technology, wealth management platforms, broker-dealers, RIAs, or related financial technology environments
Experience owning at least one large, complex enterprise relationship end to end
Proven success influencing C-level stakeholders and building durable executive relationships
Direct experience with renewals, expansion, contracts, pricing, and scope management
Willingness to travel and maintain regular in-person client engagement
Deep working knowledge of life insurance and annuities, including term, whole, universal, and variable life; fixed, indexed, and variable annuities; riders and illustrations; underwriting and new business; in-force servicing; policy and contract data
Strong understanding of insurance-affiliated and hybrid broker-dealer operations, including career versus independent distribution, dual-licensed advisors/agents, commissions, chargebacks, and persistency
Working knowledge of wealth management platforms and workflows across custody, planning, trading, billing, reporting, compliance, data, integrations, and SaaS delivery
Comfortable participating in technical conversations and challenging assumptions
Preferred: experience transforming transactional vendor relationships into strategic partnerships
Preferred: experience within a wealth management firm, broker-dealer, RIA, or wealth technology provider
Preferred: familiarity with modern advisory platforms and AI-assisted advisor workflows
Experience managing relationships involving technology, operations, compliance, and business leadership stakeholders
Must reside in an authorized U.S. state at hire and throughout employment unless approved by the People Team
Must be permanently eligible to work for any employer in the United States; employment visa sponsorship is unavailable

Benefits

Comp & perks

Annual performance-based bonuses
Equity value participation
Comprehensive health benefits
Dental insurance
Life insurance
Disability insurance
Unlimited paid time off program
Remote work arrangement for authorized states