Listing Info

Sr. Relationship Manager, Institutional Wealth Management - (LD39938)
Job Requisition ID: LD39938
Job Title: Sr. Relationship Manager, Institutional Wealth Management
Job Type: Full-time
Location: New York, NY

Responsibilities

CashEdge is currently seeking a Relationship Manager for its Wealth Management business segment. The Relationship Manager is a key member of the client relationship management team and has thorough knowledge of all aspects of the client relationship. The Relationship Manager will own a portfolio of CashEdge's strategically important Wealth Management accounts and is expected to be the firm’s single point of contact responsible for the client’s overall satisfaction. In addition the Relationship Manager:

• Is responsible for managing the day-to-day activities relating to all aspects of the client relationship.
• Markets and identifies opportunities for cross-selling/up-selling of current and future services.
• Devises and implements account plans that strengthen client relationships at all levels of the client’s organization.
• Renew client contracts and retain revenue across client base.
• Provides sound business guidance for internal teams through all phases of the client life-cycle.
• As the client SME, applies knowledge of the Wealth Management industry to address client concerns and advance strategic initiatives.
• Is responsible for ensuring exceptional levels of client satisfaction and growing business wherever possible.

Major Responsibilities

Meet or exceed AllData Aggregation revenue retention targets that are tied to the overall growth of CashEdge.
Represent CashEdge as the main point of contact for clients by establishing a sound business relationship which will foster growth and mutual prosperity.
Articulate clearly how CashEdge’s AllData aggregation solutions can provide measureable improvements to client attraction and retention, ROI, assets under management, etc.
Coordinate resources within CashEdge to deliver an exceptional client experience.
Actively support Sales in client prospecting and networking to win and grow business.
Work well with various CashEdge partners who offer complementary products and services.

Key Relationships

Reports to: Client Relationship Director
Manages: None
Other Relationships: Sales, Product Management, Marketing, Engineering

Ideal Experience

7 years of account management or relationship management experience supporting technology-based solutions to broker-dealers, financial advisors or other strategic financial institutions preferably in the wealth management industry.

Consultative sales experience that requires matching client requirements to a specific product set, while accommodating the unique needs of the client.

Demonstrated finesse developing relationships with strategic accounts and senior decision makers.

Track record of working closely with others requiring a collaborative, team oriented approach.

Proven proficiency exceeding service levels with the ability to analyze client needs and communicate at a senior leadership level.
Excellent verbal/written communication skills and strong presentation skills are a must.

Ideal Profile

Comfortable working in a smaller company environment that does not have the support infrastructure of a larger organization.

Ability, drive and skills to manage a large and diverse customer base.

Capacity and curiosity to learn a technology-based set of solutions.

Understands the landscape of the broader brokerage, financial advisory and financial service institution marketplace.

Smart, collaborative and willing to get your hands dirty.

Demonstrates strong project management capabilities.

Fiserv, Inc. is an Equal Employment Opportunity/Affirmative Action Employer and maintains a Drug-Free Workplace.