Remote Relationship Manager - $120k-$140k (WealthTech)
$120k - $140kWealthbox
Remote Relationship Manager - $120k-$140k (WealthTech)
Permanently Remote, Must Work EST Job Title: Remote Relationship Manager - $120k-$140k (WealthTech) Salary: $100-$120k Base + $10-$20k Bonus = $110-$140k Total Comp, Benefits, 401k, PTO Requirements: B2B SaaS, Client Facing We offer an intuitive web-based CRM for financial advisors and wealth managers.
We're thrilled to announce we just closed $200MM in funding, and are doing some big things! Our CRM makes it incredibly easy for everyone from solo financial advisors to enterprise firms to manage their current book of business, and increase their sales. Our software integrates with leading FinTech brands and general tools like Google and Outlook. It enables them to manage their book of business, streamline their workflow, and grow their practice. We have been in business since 2012, and have around 150 employees. We are REMOTE first and our team is distributed throughout the country.
Due to growth, we are hiring a Remote Relationship Manager experienced with:
- B2B SaaS
- Mid market accounts
- Renewals
- Cross sell, up sell
- Experience in financial services or working with financial advisors is a big plus, but not required!
What You Will Be Doing
- Manage around 75 mid market accounts, $3MM ARR
- Serve as the primary point of contact
- Conduct regular check ins, QBRs, and success plans
- Lead renewal strategies
- Identify expansion opportunities
What's In It for You
- $100-$120k Base + $10-$20k Bonus = $110-$140k
- Vacation/PTO
- Medical
- Dental
- Vision
- Bonus
- 401k
Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Matt Abbasfard
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Remote Relationship Manager - $120k-$140k (WealthTech) in United States vacancy
$119k - $140k
Customer Success Manager, Mid-Market Florida Abnormal AI United States... ...Service 13h ago $119k - $140k About this role About the... ...and nurture strong customer relationships, align on business goals, and... ...rights under the law, please click here. #J-18808-Ljbffr Remote GenieRemote work$85k
...growth U.S. brands build elite, remote-first teams. Our mission is... ...engagement. They currently manage 300+ active clients through... ..., maintain strong client relationships, ensure campaigns stay on track... ...Top performers can earn $120K-$140K+ KPIs Portfolio churn below...Remote workFull time$100k - $200k
...Success & Support to personally own strategic relationships, lead a small team, and build the... ...leader who enjoys both building systems and managing relationships. You can lead a... ...through. Benefits and Engagement • Fully remote from anywhere in the United States or...Remote workFull timeContract workFor contractors$120k - $140k
...solutions, is hiring a Key Account Manager to grow strategic customer relationships and deliver engineered solutions... ...and other industrial markets. $120K-$140K first-year earning potential Monthly... ...compensation and annual bonus Remote role with territory ownership and...Remote work- ...Who We Are Hargrove Management Services Organization, Inc is a leading... ...We are looking for a Senior Relationship Manager who will serve as... ...management, RIA operations, wealthtech, financial services or estate... ...matching Flexible PTO Fully remote work A front-row seat to...Remote workFlexible hours
Hargrove Management Services Organization Inc
Denver, CO22 hours ago $120k - $160k
...Remote Sales | Set Appointments and Earn Up To $120K–$160K Location Requirements WFG is currently set up to hire in ONLY the following states remotely: AL, CO, FL, GA, KS, KY, LA, MO, NC, PA, and TX. 4-Day Work Week | Work From Home | Inbound Leads | Weekly...Remote workWeekly payFull timeCurrently hiringWork from homeWesley Group
Franklin, TN11 days ago$160k - $240k
...outside investors. We're a fully remote, high-documentation, low-... ...hiring a Senior Customer Success Manager to onboard, retain, and grow... ...align. You’ll own those relationships from late-stage sales through... ...0k - £150k Spain: €85k - €140k Fully remote. Work from anywhere...Remote workFull timeLocal areaWorldwide- ...Job Description Client Services / Client Relationship Management Location: Onsite Downtown Pittsburgh days a week |1 day remote Duration: 12 month contract (possible to convert) We’re currently looking for experienced client services professionals to join...Remote workContract work
IntePros
Pittsburgh, PA22 days ago $110k - $120k
...Client Program Manager Picarro is transforming gas utility operations with innovative solutions for methane emissions management, risk... ...The base salary range for this full-time position is $110K to $120K. Our total compensation packages includes base salary, bonus eligibility...Remote workFull timeTemporary workSummer holidayFlexible hoursPicarro
United States3 days ago$120k - $160k
...Telecom & Media Reports To: Managing Client Partner – Tech,... ...2027. Location: We are a remote-first company but we prioritize... ...per year. Salary Range: $140K - $160K base (50% base / variable... ...while also building relationships with new high-potential accounts...Remote workFull timeWork at officeFlexible hours$138.5k - $173.1k
...026. Job Location This is a remote position. About Envestnet Envestnet... ...the future of wealth management byhelpingadvisors meet the moment... ...thought leadership around WealthTech, AI, and private markets,... ...and nurtures long-term media relationships, constantly building new...Remote workEnvestnet
Kansas City, MO22 hours ago$140k - $160k
...Beverage, QSR & Auto Location: Remote Department: Sales &... ..., QSR & Auto Reports To: Managing Client Partner – Food & Beverage... ...per year. Salary Range: $140K - $160K base (50% base /... ...partnerships while also building relationships with new high-potential...Remote workWork at officeFlexible hoursKnit
Seattle, WA4 hours ago$120k
...liaison between clients and internal teams, managing key relationships while providing strategic guidance and... .... When Currently hiring Where Remote, US About us Fuzzco is a... ...leading accounts in an agency setting ~$120K+ ~ Salary will be determined based on...Remote workCurrently hiringFuzzco
Charleston, SC2 days ago- ...Description The Technical Success Manager (TSM) is a high-impact... ...readiness. Please note: this is a remote position with expectations to... ...Build trusted relationships with customer security and IT... ...Compensation: We are able to offer 100k-120k on the base + commission 80/2...Remote workWork at officeLocal area
Darktrace Limited
Richmond, VA3 days ago $70k
...US MO Remote US KS Remote Full time R22234 We’re hiring at Pitney Bowes, where... ...variable with uncapped commission (OTE $120k+ at 100% to quota) You Are A high‑... ...— CRM, prospecting tools, and pipeline management. Stay current on industry trends in shipping...Remote workFull timeWork at officeLocal areaPitney Bowes
United States22 hours ago$110k - $140k
...They are seeking a Marketing Communications Manager to build and lead their internal... ...with broader marketing goals. This is a remote position; candidates must be based on the... ...trial transparency. * Salary Range: $110-140k annually, based on experience. Gainor provides...Remote workLocal areaGainor Staffing
New York, NY2 days ago$80k - $100k
...to apply for the Engagement Manager / Proect Manager role at Proton... ...and maintain strong relationships with internal and external stakeholders... ...- Private Equity - $120-140k base + bonus! Boston, MA $120... ...Project Manager - Finance (100% Remote) Senior Project Manager - Luxury...Remote workFull timeWork at officeRelocation packageFlexible hours- ...Relationship Manager, Business Banking, Madison Street Office, Clarksville TN Altra Federal Credit Union's Business Banking team plays... ...in Clarksville, TN. Flexibility to work from home / remote status will be as needed, otherwise working in an Altra building...Remote workHourly payWork at officeWork from homeMonday to Friday
Altra Federal Credit Union
Clarksville, TN3 days ago $85k
...Fire&Spark Event Relationship Manager This role is perfect for someone who lights up walking into... ...with an estimated OTE of ~$130K - $140K, in a strong year (base + commission +... ...annual wellness stipend ~$750 annual remote work stipend Skills You'll Bring to...Remote workShift work- ...As a Client Growth Executive / Account Manager, you will serve as a trusted advisor to... ...What You’ll Do Manage and Grow Client Relationships Serve as the primary point of... ...on TVEyes’ growth. A collaborative, remote-friendly work culture with the support of...Remote workContract work
TVEyes
Fairfield, CT2 days ago $115k - $130k
Overview: National Account Manager , Fleet Industry: Commer ci al Auto 50% Travel (US), US Remote $115-130K Base plus 20% Bonus Reports to: Sr Director... ...manage all activities related to sales and relationships with National Strategic Accounts This...Remote workTemporary workWork at officeLocal areaSun Auto Corporate
Mesa, AZ6 days ago- ...their feet all day, and we sell direct at stepprs.com. We’re a remote-first team that moves fast, tests everything, and cares about numbers... ...if ~ Your background is corporate CRM or B2B newsletters, or you’ve managed email without writing and building it yourself....Remote work
Stepprs
West Virginia2 days ago $90k - $140k
...A startup in New York seeks a dedicated customer relationship manager to transform customer feedback into actionable insights... ...offers substantial equity, a competitive salary of $90k - $140k, and an amazing office view, with no remote work allowed. #J-18808-Ljbffr uiAgentRemote workWork at office- Description: Customer Relations Manager Location: Billings, MT Who We Are:... ...driving sales growth, managing customer relationships, ensuring exceptional customer service,... ...Environment Office-based environment (non-remote). Regular phone interaction with...Remote workWork at office
Automotive and Industrial Distributors of Billings
Billings, MT11 days ago - ...business growth, while building and maintaining strong, long-term relationships with SME customers and key industry stakeholders within the... ...providing tailored solutions to foster repeat business. Manage the end-to-end sales cycle including ensuring timely and precise...Remote workWork from homeHome officeFlexible hours
Close Brothers
United States3 days ago - ...Remote seat on a team that helps families understand and set up protection options. Flexible hours. Mentorship. Clear expectations.... ...No pressure theater. Bring • Communication skill • Self-management • Team habits • A spine — integrity is not optional Apply...Remote workFull timeTraineeshipWork from homeFlexible hours
$100k - $120k
...8, 2026 at 4:00 AM Strategic Supplier Relationship Manager What We Need Corpay is currently looking... ...Payables line of business and is a remote role. The Strategic Supplier Relationship... ...minimum and maximum salary range is $100-$120k. #LI-SN1 About Corpay Corpay is a...Remote workCurrently hiringLocal areaHome office- ...Relationship Manager As a relationship manager, you'll play a pivotal role in creating and maintaining client relationships. If you excel at fostering long-term partnerships and are adept at understanding client needs, we encourage you to apply and contribute to our...Remote work
Sats Systems Corporation
United States1 day ago - ...Job Title Relationship Manager / Senior Relationship Manager within Priority Banking at Emirates NBD Job Description Emirates NBD is a market leader across the MENAT (Middle East, North Africa and Türkiye) region with a presence in 13 countries, serving over...Remote workFull timeWork from homeFlexible hours
Emirates NBD
United States2 days ago $120k - $160k
...role.* Direct experience working with **clients**.* Evidence of managing large groups of people, bringing in and orienting many contributors... ...Compensation, as the posting describes it* **Base salary:** $120K to $160K per year* EquityPay$120k to $160kUSD base a yearApply for...Full timeContract workWork at officeRelocationShift work3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Remote Relationship Manager - $120k-$140k (WealthTech). Be the first to apply!
Related searches
- partner relations manager United States
- global relationship manager United States
- relationship manager corporate banking United States
- enterprise relationship manager United States
- relationship manager United States
- government relations manager United States
- external relations director United States
- relationship director United States
- labor relations manager United States
- owner relations manager United States