Senior Vice President, Relationship Management

InvestCloud, Inc.

. Oversee a team of senior relationship managers .

Posted 11/4/2026full-timeRemote • United StatesSenior💰 $325,000 - $375,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client engagement strategy, relationship management, and revenue growth within the financial services sector. Proven ability to lead teams, drive client satisfaction, and develop tailored solutions for high-value clients.

Highest-signal resume keywords

Client Engagement StrategyRelationship ManagementRevenue GrowthLeadership of Client Success TeamsC-Suite Interaction

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account ManagementSales ManagementProject ManagementComplex Deal DevelopmentStrategic PlanningRisk ManagementSolution DeliveryClient OnboardingForecastingPipeline Management

Soft Skills

CommunicationInfluencingNegotiationInterpersonal SkillsStrategic Thinking

Industry Keywords

Financial ServicesRIAsAsset ManagersWealth ManagersB2B SaaSClient SuccessMarket TrendsClient SatisfactionRetention StrategiesAccount Growth

About the role

Key responsibilities & impact

Oversee a team of senior relationship managers
Lead client engagement strategy across a portfolio of top-tier financial institutions
Deepen client partnerships, ensure strategic alignment, and drive retention and revenue growth
Act as a trusted executive partner to clients and guide delivery excellence across InvestCloud’s solutions
Engage C-level stakeholders and align delivery and product teams
Shape go-to-market and account growth strategies
Ensure customer satisfaction with InvestCloud products and services
Expand existing client relationships through product portfolio growth
Manage an assigned client portfolio through engagement processes, solution delivery, onboarding, and implementation
Understand client goals, plan and control delivery, and mitigate risks and constraints
Develop client partnerships that drive satisfaction, retention, growth, and solution delivery best practices
Own strategic vision and relationship development for high-value clients
Serve as executive sponsor for key accounts across RIAs, aggregators, asset managers, banks, and wealth managers
Guide Relationship Managers in tailored client strategies
Lead and mentor Relationship Managers and Client Success Managers
Foster accountability, excellence, and client-centricity
Drive best practices in strategic planning, client engagement, risk management, and renewal discipline
Directly own portfolio revenue growth, retention, and expansion
Drive account planning and renewal strategies with product, development, and delivery teams
Oversee forecasting, pipeline health, and renewal risk management
Partner with Professional Services and Product teams for seamless delivery
Escalate and resolve strategic issues
Drive cross-functional alignment around client needs and long-term success
Champion the client voice within InvestCloud to inform product roadmaps, go-to-market efforts, and strategic initiatives
Monitor market shifts and client business model evolution to guide innovation and growth strategies

Requirements

What you’ll need

Bachelor’s degree in business administration, Marketing, or related field
10–15 years of experience in account and sales management
8+ years’ experience in leadership of Relationship/Client Success Teams
10+ years of financial services experience, including RIAs, RIA Aggregators, Asset Managers, Wealth Managers, and Banks
Proven sales skills in complex deal development
Proven ability to interface at C-suite level
Proven experience in client-facing roles, preferably in a B2B SaaS environment
Exceptionally strong communicator, influencer/negotiator, with interpersonal skills adaptable to the audience
Excellent project management and organizational abilities
Strategic thinker able to understand clients’ business challenges and develop tailored solutions
Results-oriented mindset with a track record of driving client satisfaction and revenue growth
Knowledge of industry best practices and emerging trends in client relationship management
Occasional travel to client sites or industry events
Flexible working hours may be necessary to accommodate client needs and time zone differences

Benefits

Comp & perks

Medical/Rx insurance
Dental insurance
Vision insurance
Disability insurance
Life/AD&D insurance plans
Flexible Savings Account (FSA)
Health Savings Account (HSA)
Employee Assistance Plan (EAP)
Health advocacy
Voluntary ancillary plans: accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance
401(k) retirement savings plan with company match
Paid time off
Flexible working hours may be necessary to accommodate client needs and time zone differences
Occasional travel to client sites or industry events