Relationship Manager, Asset Manager Solutions

Responsibilities Own and manage a portfolio of approximately 75 asset manager relationships as the primary point of contact. Lead the complete asset manager onboarding experience from agreement execution through platform launch. Coordinate implementation timelines across Legal, Compliance, Finance, Operations, Product, and Technology teams. Educate partners on platform capabilities, operational workflows, and model maintenance procedures. Manage onboarding documentation, pricing updates, and contractual workflows. Maintain accurate records within Salesforce and Jira. Advocate for asset managers internally to influence product enhancements and process improvements. Requirements Bachelor's degree 6–10 years of experience in relationship management, client success, account management, or project management Proven success managing multiple client relationships and complex implementation projects simultaneously Outstanding written and verbal communication skills Strong presentation skills with the ability to explain technical or operational concepts Exceptional organizational skills and attention to detail Strong project management and problem-solving skills Preferred Qualifications Experience in Asset Management or Wealth Management Familiarity with Model Portfolios, Managed Accounts, UMA, or TAMP Experience with Wealth Technology Platforms or fintech solutions Proficiency with Salesforce CRM and Jira Experience in contract administration and implementation management About the Company SMArtX Advisory Solutions provides a leading managed accounts platform, serving as a bridge between the investment management community and advanced wealth technology. #J-18808-Ljbffr SMArtX Advisory Solutions