Sr Relationship Manager

Senior Relationship Manager

IRALOGIX is a modern financial technology company transforming the $17 trillion IRA market with cloud-based, fully digital IRA solutions for America's financial institutions. By modernizing how IRA accounts are managed and delivered, we expand access to retirement saving while helping our client-partners grow and compete. At IRALOGIX, we're proud that our employees are part of a collaborative, fast-growing organization where ideas are valued and ownership is encouraged. We invest in sophisticated, next-gen technology, clear processes, and strong partnerships so our teams can do their best work and see the real-world impact of what they create. And we're committed to building a workplace that supports learning, innovation, and long-term career development, allowing employees to grow alongside the company.

As a Senior Relationship Manager (SRM), reporting directly to the Head of Client Success, you will serve as the primary executive-level relationship owner for IRALOGIX's most strategic and complex financial institution partners. This is an experienced individual contributor role that carries greater autonomy, deeper strategic influence, and broader partner portfolio responsibility than the standard Relationship Manager. The Senior RM acts as a trusted advisor to partner executives, leads complex operational engagements, drives expansion and retention within their assigned portfolio, and mentors junior Relationship Managers. The SRM role works cross-functionally with Sales, Product, Engineering, Operations, Compliance, and Trust teams to deliver exceptional partner outcomes.

Responsibilities

The essential responsibilities and duties for this position include, but are not limited to, the following:

Strategic Partner Relationship Management

Serve as the senior relationship owner and executive sponsor for IRALOGIX's most strategic financial institution partnerships, managing relationships at the C-suite and SVP level

Develop and execute comprehensive account strategies for each strategic partner, aligned with their business goals, IRA program objectives, and growth trajectory

Lead executive business reviews (EBRs), annual strategic planning sessions, and multi-stakeholder alignment meetings with partner leadership

Build and maintain deep, consultative relationships with partner executives, operations leaders, compliance officers, and program managers

Serve as the escalation point for the most complex partner issues, navigating multi-stakeholder resolution with minimal management intervention

Client Success & Value Realization

Own partner health, satisfaction, and retention for the most high-value accounts in the IRALOGIX portfolio

Proactively monitor partner health indicators, adoption metrics, and satisfaction scores; identify and address risks before they escalate

Define and track customized success metrics for each strategic partner, demonstrating measurable platform value and ROI

Develop and deliver executive-level insights, performance reports, and strategic recommendations to partner leadership

Provide ongoing strategic guidance to partners on IRA program optimization, platform best practices, and industry trends

Revenue Expansion & Retention

Identify and pursue expansion opportunities within strategic partner accounts, including new IRA products, additional channels, increased account volumes, and cross-sell opportunities

Lead renewal strategy and negotiation for strategic accounts in partnership with Sales and Legal

Build and present business cases for expansion, demonstrating ROI and strategic alignment with partner objectives

Support the development of client advocacy programs, including case studies, references, testimonials, and partner advisory councils

Cross-Functional Leadership & Influence

Serve as a senior voice of the client internally, channeling strategic partner feedback into actionable insights for Product, Engineering, and executive leadership

Influence the product roadmap by translating partner needs and market intelligence into prioritized feature requests and strategic themes

Partner with Operations, Compliance, and Trust teams to ensure partner-facing processes meet regulatory requirements and SLA expectations

Support new partner onboarding for strategic accounts, ensuring a white-glove experience during implementation and go-live

Mentorship & Team Development

Mentor and coach junior Relationship Managers and Associate RMs, sharing best practices for partner engagement, executive communication, and strategic account management

Contribute to the development of client success playbooks, escalation procedures, and engagement models

Lead knowledge-sharing sessions on partner management best practices, IRA operations, and financial institution engagement strategies

Provide input on hiring decisions and team development priorities for the Client Success organization

Desired Skills and Experience

The essential skills and experience for this position include, but are not limited to, the following:

Experience in financial services, fintech, banking, or retirement services in a client-facing or account management role

Familiarity with IRA products, custodial services, trust operations, or wealth management platforms

Track record of managing C-suite and executive-level relationships at financial institutions

Experience with client success platforms and CRM systems (e.g., Salesforce)

Prior experience in a B2B SaaS or technology company with partner/channel relationship management

Understanding of regulatory requirements in financial services (IRS, SEC, FINRA)

Education and Experience:

710+ years of experience in relationship management, account management, client success, or customer experience in B2B SaaS, fintech, or financial services

Proven ability to build and maintain deep, trusted relationships with senior executives at financial institutions

Demonstrated track record of driving client retention, expansion, and revenue growth within a strategic account portfolio

Strong strategic thinking with the ability to develop and execute complex account plans

Excellent executive communication, presentation, and negotiation skills

Experience mentoring or coaching junior client-facing professionals

Data-driven mindset with experience using analytics and health scoring to manage a partner portfolio

Bachelor's degree in business, Finance, Communications, or related field; MBA a plus

IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D