SB Financial Services Relationship Manager jobs in Stamford, CT

• Develop, maintain and harness a meaningful understanding of your client's 1.) strategy, 2.) business model, 3.) growth goals, 4.) success measurements for using the platform; Keep your finger on the pulse and know your client as it pertains to their 5.) satisfaction, 6.) adoption patterns, 7.) retention risk and 8.) growth footprint
• Define and advance the wholistic account strategy for each account in your portfolio, in partnership with cross-functional stakeholders
• Maintain accurate and up-to-date CRM & business intelligence across your portfolio of Enterprise clients; Generate and analyze our BI dashboards across full client book on a monthly basis; Leverage this data to identify and present monthly insights pertaining adoption, retention and growth. Socialize and escalate findings accordingly
• Anticipate and identify any significant impediments to adoption, client sentiment, account retention and revenue growth and work with cross-functional teams to remediate and resolve
• Provide account oversight and cross-functional governance; Partner and collaborate cross-functionally to align and deploy eMoney resources; Track and monitor cross-functional milestones and deliverables and publish status reporting;
• Serve as the primary point of contact and client advocate; Lead ongoing cadence calls with clients; Coordinate and lead Business Reviews in partnership with cross-functional stakeholders
• Support contract renewal process with eMoney Sales, Finance and Legal by contributing insights specific to adoption and usage that could influence contractual terms and proposals
• Apply nuanced understanding of your clients to identify relevant and meaningful opportunities for ARR Growth, both in the form of new product packages, new products, and Sales Expansion; Provide meaningful insights to inform economic proposals; Support expansion campaigns, track ARR Growth outcomes and provide relevant updates
• Oversee E2E platform adoption across your portfolio of Enterprise Clients. Manage the E2E execution of "Adoption Campaigns": document discovery / needs assessment; identify and propose relevant adoption strategies to be implemented based on client need; Develop timeline for adoption campaigns; coordinate delivery of campaign milestones, escalate issues and risks as relevant and provide status reporting; Measure effectiveness of adoption campaigns
• Develop and cultivate knowledge of eMoney's Technology suite and roadmap; Demonstrate the ability to autonomously and effectively manage expectations pertaining to client requests and product inquiries; Demonstrate ability to meaningfully discern and articulate client requests / product suggestions for future consideration on eMoney's roadmap
• Lead implementation of special initiatives and firmwide directives through prompt and effective engagement - anticipate, escalate and remediate issues that could impact your clients
• Provide subject matter expertise and liaise directly with leaders across the firm
• Demonstrate leadership and provide expertise and mentorship to more junior colleagues

• Bachelor's degree from accredited college or university required
• 6 years of experience in financial services, inclusive of breadth and successive seniority
• MA, MSc, MBA, CFP and/or other advanced degree or certification preferred

• Direct experience in Wealth Management, Banking, TAMP, RIA, Brokerage and B2B markets; savvy understanding of industry drivers and competitive landscape
• Knowledge of Wealth Management and Fintech platforms required
• Strong track record successfully building and managing relationships with demanding and complex Advisors and Home Offices
• Well-informed understanding of industry sectoral trends and ability to discern client specific business models and strategic drivers
• Fluency with practice management concepts and strategies for platform adoption and advisor growth and the ability to discern those that are suitable, based on client need
• Strategic and analytical mindset with the ability to also execute tactical deliverables
• Strong proficiency working with business intelligence frameworks, data and data analysis
• Execution oriented with the ability to solution and drive swift remediation
• Highly capable in managing complex deliverables across multiple clients and workstreams, simultaneously
• Excellent judgement with the ability to recognize risks and opportunities and strong commitment to providing the appropriate visibility to all key stakeholders
• Ability to develop and manage constructive relationships internally and externally
• Excellent verbal, written and presentation skills with the ability to autonomously own content knowledge and convey recommendations with confidence and authority
• Strong team player who actively supports colleagues and works to champion our departmental mandate

At eMoney Advisor, our mission is to help people talk about money. Founded in 2000, it's the only wealth management system that offers transparency, security, mobile access, and superior organization. Our award-winning, web-based services and resources are designed to amplify advisors' value to their clients. Today, we serve more than 100,000 financial professionals and support over 5 million end clients.

At eMoney, we create and nurture a culture that values diversity and inclusion, which enables our employees to thrive and do their best work. Different ideas, perspectives, and backgrounds inspire a stronger and more creative work environment that delivers better results.

eMoney is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.